About 600,000 Nvidia H200 chips are sitting in storage in Hong Kong, waiting to cross into mainland China, Reuters reported on November 5, citing two people familiar with the matter. The US licensed the sales. Beijing is the one holding them back. A year ago almost everyone assumed the chokepoint on Chinese AI chips would be American. Now it runs the other way. How we got … [Read more...] about 600,000 Nvidia H200 Chips Sit in Hong Kong as Beijing Withholds the Import Approvals Washington Already Gave
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China’s Open-Model Advantage: Testing the Argument Against the Export-Control Record
Kai-Fu Lee has restated a case that has become the standard argument from Chinese industry: American restrictions on advanced chips pushed Chinese labs toward efficiency and open release, open weights spread faster than licensed APIs, and cost-sensitive markets outside the US and Europe will default to whatever is free and good enough. He extends it to labour effects and to the … [Read more...] about China’s Open-Model Advantage: Testing the Argument Against the Export-Control Record
South Korea Adds 600,000 Wafers a Month by 2028 While CXMT Adds 300,000
South Korea's central bank projects that the country's monthly memory chip output will rise by roughly 600,000 wafers by 2028, against a projected increase of about 300,000 wafers for China's CXMT over the same period. On the face of it, Korea widens its lead. The number needs unpacking before it means anything. Wafers Are Not Bits A wafer start is an input, and memory is … [Read more...] about South Korea Adds 600,000 Wafers a Month by 2028 While CXMT Adds 300,000