Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Dylan Patel
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table. The United States technology community is all in on compute and AI as the next...