Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… If some HBM enters through smuggling, then Huawei can produce more Ascend AI ASICs. Without Foreign HBM, China has no Domestic AI Accelerator Industry Without access to more foreign HBM, Huawei will not be able to fabricate even 1 million Huawei Ascend chips next year. …