China’s main hurdle towards scaling up AI chip production isn’t just capacity constraints from the likes of SMIC, but a lack of domestic HBM technologies has a much more significant role to play. China Is Far From Achieving Sufficient HBM Production, But This Could Change If US Export Controls Aren’t Ramped Up Beijing is rapidly enabling domestic firms to switch towards in-house tech stacks such as those from Huawei and Cambricon, but the real question is whether the nation has enough resources to cater to the enormous demand. Usually, when we talk about the constraints China faces in scaling up […]
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