Yeah. Semianalysis seems to have a bit of an attitude when it comes to all things China. Relying on secondary/tertiary sources and a lot of Twitter trash talk.

Yeah. Semianalysis seems to have a bit of an attitude when it comes to all things China. Relying on secondary/tertiary sources and a lot of Twitter trash talk. In particular I think they are underestimating Huawei/SMICs production capabilities and way overestimating sanction evasion / smugling. Still this machine seems important in the US-China tech war and sa is one of the few attempting a detailed coverage of it.