… The argument Blackwell needs to be sold into China is a false narrative as Huawei will soon run out of HBM. Selling chips into China only served to bail them out until domestic production ramps. The production ramp will not slow until self sufficiency is achieved. …
… As HBM is one of the key ingredients for accelerators, and with export restrictions threatening to cut off HBM supply, China is naturally pouring resources into domestic development efforts. China has planned 200B USD in subsidies for home-grown semiconductors over the next five years. …
… China’s FlipFET Design Despite various sanctions, China is not slowing down in semiconductor research and development. …
… By combining both self-build and leasing, Meta ramps faster. …