TSMC: Good but in line. China: Inference at the edge.
Chinese AI chip makers make no difference to Nvidia et al.
GLM-5.2 can only be competitive on non-Chinese silicon.
China cannot build enough compute
Causality again! China’s real edge
Huawei will produce a tiny fraction of global compute.
V4 shows the impact of US export restrictions.
The IP theft argument is pretty weak
The outlook for AI in China is completely unknown.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
USA vs China – Small Time Smuggler
Chip smuggling is pretty irrelevant.