Chinese semiconductor thread II

[sunnymaxi]

How?

no specific date or year regarding self-sufficiency in Ai chips.. but most likely by 2027.

there is massive 7nm capacity coming online next year. all blacklisted companies like Cambricon/Moore Thread are going for IPO. Huawei will mass produce 910C.

one example.

Cambricon was struggling with sanctions.. look at now ''Cambricon achieved operating income of 1.727 billion yuan in the third quarter, a year-on-year increase of 1332.52%''

 

[bsdnf]

My understanding on H200 is that it's just another H20, a regular tug-of-war in the US-China tech war

One side hopes controlled dumping will hinder the development of the domestic AI and chip industry again. Promising AI labs like DeepSeek are unlikely to receive US approval for procurement, while large corporations with deep pockets but weak AI capabilities like Baidu are welcomed.

While the other hopes H200 can act as a catalyst again, alleviating computing power shortages through controlled sales while keeping the domestic chip industry less complacent under protectionist policies, buying time in the hopes of another "BYD".