Huawei Develops HiZQ Workarounds To Offset HBM Supply Limits On Ascend Chips

Opus hits the nail on the head©/cuts to the heart of the issue®: the real question is how on board is the CCP (and Chinese biz) with Huawei's roadmap that implies selling SuperClusters, ie serious multi-gigawatt production. The wafers CAN be found. The political will, though…

Dario: MISALIGNED! anyway, there's no true law between states but things could become spicier if the high IQ managerial lobotomites in charge of Chyna understood the hand they've been dealt, and how mortally inadequate their response is

SMIC supposedly has 50K WPM at 7nm. Cambricon has 2K WPM reserved according to Zephyr, others have some too… Anyway, as Opus notes, pure HiZQ + logic die capacity allows China to hit millions of Ascends pretty easily. Bottlenecks must be elsewhere.