Recent report on China's chip capabilities, recommended. TL;DR: in trailing-edge chips (20-120 nm) chips, China leads or has a good odds of self-sufficiency; in leading-edge (phones, AI), seems very unlikely they can suceed or go self-sufficient

Matt Clifford @matthewclifford · Apr 15, 2023

Good thread and report on China’s semiconductor capabilities with respect to AI. Worth a read👇

Tweet Apr 14, 2023

by Will

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