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Peter Wong's avatar

“You want to sell the Chinese enough that their developers get addicted to the American technology stack. That’s the thinking.”

This thinking came too late already, the trust is already gone and China will very likely remain more low profile in developing their home grown platform. CUDA is still very well loved by the AI developers in China, that will take sometime to wean off, but the bad faith moves by the US definitely bifurcates the industry with another non american alternative in the next coming decade.

Trump could have made an icing on the cake by relaxing chinese companies to be able to produce chips made by newer nodes.....could have saved intel at the same time during their current struggling moment to give a proper ramp towards their in house fab for 18A node.....the chinese companies wouldn't mind the lower yields compared to tsmc as long as they get to procure chips using newer nodes.....they survived the low yield rates with their domestic and older nodes already, suboptimal yield rates of intel in current node compared to industry leader tsmc pales in comparison to what they faced back home.....

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