"The Ascend 910B is widely considered the most competitive non-Nvidia AI chip available in China."
Those chips are produced by SMIC. So they have a competitor not only to Nvidia, but also to TSMC. The biggest break on SMIC growth seems to have been the EUV export emergency break by Pompeo. But it may in the end turn out to be a blessing in disguise for China. The jury is still out on this one.
Those chips are produced by SMIC. So they have a competitor not only to Nvidia, but also to TSMC. The biggest break on SMIC growth seems to have been the EUV export emergency break by Pompeo. But it may in the end turn out to be a blessing in disguise for China. The jury is still out on this one.
https://www.reuters.com/technology/ai-chip-demand-forces-hua...