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It's not just about smuggling. First, smuggling adds costs and risks, which makes Chinese AI companies less competitive. Second, China wants to design and manuf
by aurareturn 2y ago
It's not just about smuggling. First, smuggling adds costs and risks, which makes Chinese AI companies less competitive. Second, China wants to design and manufacture chips on TSMC. They don't want to just buy Nvidia chips, they want to compete against Nvidia.
- high_na_euv 2y ago>China wants to design and manufacture chips on TSMC. They want to design and manufacture themselves. >First, smuggling adds costs and risks Going to war does the same multiplied by 100? 1000?
- aurareturn 2y ago>They want to design and manufacture themselves. Sure, but they want to rely on TSMC now so they don't fall behind in high tech in 2024/2025. Getting their own EUV tech is still many years away. >Going to war does the same multiplied by 100? 1000? Well, you know what they say, if I can't have it, you can't either.
- high_na_euv 2y agoBut US has Intels fabs, which will be around or at leading node (18A) in next 6-8months
- aurareturn 2y agoYep. I own some Intel stock as a hedge.