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China's spun up their own GPU research and manufacturing to compete against NVIDIA. Not just in response to recent tariffs, but part of a long term strategy of
by jerlam 3y ago
China's spun up their own GPU research and manufacturing to compete against NVIDIA. Not just in response to recent tariffs, but part of a long term strategy of having no dependencies on foreign nations.
It was a big deal when Huawei reentered the phone market in 2019 using Chinese chips after international sanctions.
- h0l0cube 3y agoAdvanced fabs take at least a decade to spin up, and maturing a domestic fabrication capability takes decades. There's hardly a threat here.
- GauntletWizard 3y agoChina has been working on it for decades. China already has plenty of lower technology Fab operations, and have invested into ramping up the quality. Just because China has not been competitive at the highest end of that chip fabrication does not mean that they have not been competitive at chip fabrication as a whole. Tons of semiconductors are manufactured in China. Not advanced gpus, no, but there is a decent chance that your microwave contains semiconductor chips built in China.
- h0l0cube 3y agoThe GGP was specifically talking about GPUs and the advanced nodes