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Huawei
No Jensen, Not All Compute is Created Equal
+ Cape Town!
Apr 28
•
Aqib Zakaria
and
Nick Corvino
109
19
15
AI Hardware Net Assessment: Why Huawei Can't Catch Nvidia
Quantifying China's Compute Shortfall
Oct 8, 2025
•
Jordan Schneider
and
Eleanor Randolph
49
12
9
The House of Huawei
Ren Zhengfei takes on the world
Jun 17, 2025
•
Jordan Schneider
and
Lily Ottinger
37
5
11
Can Huawei Take On Nvidia's CUDA?
The true US v China AI battle
May 5, 2025
•
Lily Ottinger
and
Mary Clare McMahon
62
6
14
Dylan Breaks Huawei and Tariffs Right
SemiAnalysis saves the day
Apr 21, 2025
•
Jordan Schneider
,
Dylan Patel
, and
Doug O'Laughlin
30
7
Patents and National Power
How IP shaped America's economic rise
Jan 23, 2025
•
Jordan Schneider
and
Lily Ottinger
28
2
10
Huawei, SMIC, and Future of Export Controls: SemiAnalysis and Fabricated Knowledge in Conversation
“There isn’t just that forward-thinking of where the ball is going to; instead, it’s constantly looking back at where the ball was.”
Sep 18, 2023
•
Irene Zhang
and
Jordan Schneider
10
1
Huawei’s Breakthrough: The Strategic Implications
Where do export controls go next? Is a credible Chinese AI chip coming down the pipeline? Plus: “Did Raimondo really endorse Huawei? And how much was…
Sep 12, 2023
24
1
1
Smart Cities Deep Dive: AI-Powered Urbanization
Plus: Jordan to Taipei!
Aug 23, 2023
•
Wu Fan
10
1
What Huawei’s CEO Thinks of America
“The soft power of the United States in science and education is something we cannot achieve in a few decades.”
May 1, 2023
•
Irene Zhang
25
Elite China Reacts to Export Controls: Japan, the Netherlands, and Huawei
“If we continue to permit the influence of ignorant wolf-warrior thinking in society, eventually we’ll find ourselves at the point of no return.”
Feb 7, 2023
•
Irene Zhang
and
Nicholas Welch
11
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