We'll see much more on Aug 28th when SMIC has their next earnings announcement.
Huawei, the leader in Chinese semiconductor development… ‘Life or death’ for SMIC 5nm mass production next year
- Thread starter Daniel Nenni
- Start date
Like an old Chinese proverb, "Slap your cheeks to make them swollen so you look fatter". That's exactly what CCP's HW and SMIC are doing.
(in the old days due to general scarcity of food, fat persons are often admired as being wealthy).
I don't think they care about cost. They will keep throwing money on it even if it's only 5% yield.
Sadly the average poor Chinese person on the street pays the ultimate price for CCP's craziness.
(in the old days due to general scarcity of food, fat persons are often admired as being wealthy).
I don't think they care about cost. They will keep throwing money on it even if it's only 5% yield.
Sadly the average poor Chinese person on the street pays the ultimate price for CCP's craziness.
I agree with Jensen on this one. Depriving China of US chips only makes Huawei and SMIC stronger. We can sell N-1 or N-2 GPUs and fend them off globally. Whoever controls the chips controls the world!