Chinese Chip Ecosystem and Overseas Penetration
There is this narrative that this regulation hampers Nvidia and other western semiconductor firms internationally versus China and creates a new market for China.
To be clear this is FUD.
China cannot produce enough AI chips for domestic needs this year or next year or the year after that. The western ecosystem demands are >5 million a year. China’s if they wish to be competitive must be in that order of magnitude with competitive chips. They are not anywhere close yet.
