My gut tells me that they will continue to make progress on HBM, as they have exceeded expectations on DDR4 and will likely do so on DDR5 too later this year. Although today’s proper equipment bans may finally hurt them.
But in one respect I think things will change. In the past CMXT (and YMTC) regularly trumpeted any progress they claimed to have made. In future it may be better for them to say less about any progress in order to avoid any unwanted attention.
Has this author, or others, traced the intellectual property aspects of the technologies described, those driving AI/LLM advances? Have the CCP-controlled companies in China made these advances on their own, or paid royalties for licenses of technologies? Can someone point me to a source describing that situation? Thank you.
Good article on a very tricky topic.
My gut tells me that they will continue to make progress on HBM, as they have exceeded expectations on DDR4 and will likely do so on DDR5 too later this year. Although today’s proper equipment bans may finally hurt them.
But in one respect I think things will change. In the past CMXT (and YMTC) regularly trumpeted any progress they claimed to have made. In future it may be better for them to say less about any progress in order to avoid any unwanted attention.
Are the recent reports the H20 ban has been reversed true or not? What's the latest on that? https://www.npr.org/2025/04/09/nx-s1-5356480/nvidia-china-ai-h20-chips-trump
Has this author, or others, traced the intellectual property aspects of the technologies described, those driving AI/LLM advances? Have the CCP-controlled companies in China made these advances on their own, or paid royalties for licenses of technologies? Can someone point me to a source describing that situation? Thank you.