Tag: chip-manufacturing
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China's Chip Independence: SMIC, Huawei Ascend, and What '7nm' Actually Means
China's domestic chip manufacturing progress after U.S. export controls is real but constrained. Here's what SMIC's 7nm achievement actually means and what it does not.
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Samsung vs. TSMC: How the Foundry Duopoly Controls the AI Hardware Stack
TSMC and Samsung Foundry together manufacture almost all advanced AI chips. The geopolitics of this duopoly shapes the entire AI industry in ways most analysis misses.
