$Huawei Hongmong (LIST0795.SH)$ Huawei is leading a group of...

Spinee wrote a post · Apr 29 02:03

$Huawei Hongmong(BK0795.SH)$ Huawei is leading a group of Chinese semiconductor companies seeking HBM chip breakthroughs that could help China develop home-grown alternatives to $NVIDIA(NVDA.US)$'s cutting-edge AI chips, which can't be sold to the country.

The consortium is backed by funding from the govt.

$Super Micro Computer(SMCI.US)$ $Taiwan Semiconductor(TSM.US)$ $Advanced Micro Devices(AMD.US)$ $BABA-SW(09988.HK)$ $TENCENT(00700.HK)$

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JC88 : China is gonna ban non-chinese chips, only able to support local china chips as it seem.

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