$Taiwan Semiconductor (TSM.US)$ Huawei achieved a major breakthrough in chip production by placing an order with Taiwan Semiconductor through Xiamen Suan Neng Company... It turns out that they still rely heavily on Taiwan Semiconductor's manufacturing.
Taiwan Semiconductor sells chips to Nvidia for 600-700 yuan, and then spends 0.2 million USD to buy back AI servers from Nvidia for AI manufacturing development,
How can Taiwan Semiconductor identify who is placing orders? Of course, they rely on AI.
Unless Huawei completely changes the design of the chip architecture, as soon as the circuit design enters Taiwan Semiconductor's production system, it will definitely be identified and caught. How long does it take to redesign the whole architecture? 3 years? 5 years?
How long can Huawei's supply chain last after this round of exposure? One month? Six months?
China's AI development may still need Nvidia and AMD's special editions. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
Taiwan Semiconductor sells chips to Nvidia for 600-700 yuan, and then spends 0.2 million USD to buy back AI servers from Nvidia for AI manufacturing development,
How can Taiwan Semiconductor identify who is placing orders? Of course, they rely on AI.
Unless Huawei completely changes the design of the chip architecture, as soon as the circuit design enters Taiwan Semiconductor's production system, it will definitely be identified and caught. How long does it take to redesign the whole architecture? 3 years? 5 years?
How long can Huawei's supply chain last after this round of exposure? One month? Six months?
China's AI development may still need Nvidia and AMD's special editions. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
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$Taiwan Semiconductor (TSM.US)$ According to reports, China IC design companies that place orders with Taiwan Semiconductor for Huawei chips have their prepayment confiscated by Taiwan Semiconductor. Will there be only one company violating the US ban?
With these extra production capacities released, it means more output for nVidia and AMD. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
With these extra production capacities released, it means more output for nVidia and AMD. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
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$Taiwan Semiconductor (TSM.US)$ The USA is paying attention to the source of high-end chips from Huawei...
In fact, chips can be disassembled and then commissioned to IP companies or IC design companies for separate high-end wafer foundry production under the names of ASIC such as NPU, CPU, GPU, FPGA, HBM 2, 3, etc.
These ASIC wafers are then packaged into an AI chip with advanced encapsulation...
In fact, chips can be disassembled and then commissioned to IP companies or IC design companies for separate high-end wafer foundry production under the names of ASIC such as NPU, CPU, GPU, FPGA, HBM 2, 3, etc.
These ASIC wafers are then packaged into an AI chip with advanced encapsulation...
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Chinese people still need to go abroad after all!
Buy a Huawei in the country to show patriotism, buy an apple when going abroad to show fashion
Buy a Huawei in the country to show patriotism, buy an apple when going abroad to show fashion
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$Target (TGT.US)$ $Costco (COST.US)$ No comparison, no harm...
Even if the Target stock price doubles, the pe ratio still cannot catch up with Costco.
Will soon usher in the Christmas peak season.
Even if the Target stock price doubles, the pe ratio still cannot catch up with Costco.
Will soon usher in the Christmas peak season.
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$Amazon (AMZN.US)$ Hua Shan Sword
What is AI Cloud about? Force+Model
$Alphabet-C (GOOG.US)$ $Microsoft (MSFT.US)$
What is AI Cloud about? Force+Model
$Alphabet-C (GOOG.US)$ $Microsoft (MSFT.US)$
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