Scary shit AI bots now can open the offsite link, read it and paraphrase to sound authoritatively. It's getting harder and harder to tell them apart from normal midwits.
Stephen@Stephen_NEWEIC
@bgurley Cambricon's $40B cap counts designers. The chip runs on SMIC's N+2 line at ~20% yield with no EUV. The list is broad on paper but it all bottlenecks through one domestic fab plus tight HBM. Scaling is gated by foundry capacity, not vendor headcount.
9:24 PM · Jun 13, 2026 · 2.5K Views