… China is finding creative ways to bypass US export controls, and SMIC now enjoys a virtual monopoly within the country Meanwhile, the US export controls are translating into good business for China's SMIC, which is the Asian giant's only 7nm-class foundry, replete with a utilization rate of 93.7 pe… …
… Read all comments on NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales
… Now, however, as per an update posted on the US Commerce Department's website, the US will start enforcing licensing requirements on advanced AI chips, especially for entities that are headquartered in China but physically located elsewhere. …
… At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus. …