SemiAnalysis:

A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more  —  H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon

SemiAnalysis:

A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more  —  H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon

Source: TechMeme
Source Link: http://www.techmeme.com/250908/p11#a250908p11