Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
… It is worth remembering that China's focus on silicon self sovereignty predates US export controls. The argument Blackwell needs to be sold into China is a false narrative as Huawei will soon run out of HBM. Selling chips into China only served to bail them out until domestic production ramps. …