Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
erazog The sanctions have made China try to polish some of its chip production capabilities but it remains to be seen who will use them other than the Chinese market forced to buy Chinese made. Actual experts on semi-conductor manufacturing like Dr Ian Cutress explain that most of what Huawei announced was nothing new just a rebranding of technologies that already are in use, only one of the things they talked about was market leading if they pull it off. China is still 10-15 years behind TSMC and Intel for chip production who are not standing still, even if you catch up to were TSMC is now where will TSMC be in another 10 years. Reply
Zaranthos You're welcome, but you were already developing your own production. A lot of what you have is just stolen tech, or spun off from deals with other companies like AMD. The games you play are obvious as you ban or say you don't want Nvidia chips and then smuggle them in illegally because you know full well you need them to truly be competitive. Good luck catching up, but even at that you play dirty as you fund and fuel anti data center sentiment in the US because the best way to slow us down is to generate outrage internally. I'm all for more production, more diversity, and more competition. I think any country that's reasonably large enough should have some level of semiconductor production locally because this stuff is now used in almost everything anyway. The more people working on this stuff the better because there will always be someone who looks at something differently and goes, hmm, I think we can change this and make it better. Bluster and bloviate all you want but you're still sneaking in the best tech you can get your hands on even when you act like you're not. Nobody wants to be left behind in the AI race. Reply
JRStern I agree at least that restricting GPU sales to China was silly, but we have a huge bureaucracy in DC who worry about such things and they have to justify their paychecks. It will just force China to duplicate ASML technology, and such. Well good for them. So should the US. China is big enough and smart enough to do it, too, but they're also cheap enough they'd never do it unless we both squeezed them and irritated them into doing it. SMH Reply
LongTallMatt Necessity is the mother of invention. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/huawei-chairman-thanks-the-us-for-supercharging-chinas-semiconductor-industry-washingtons-export-controls-encouraged-chinese-firms-to-invest-in-r-and-d-and-build-their-own-tech-stack-competing-with-american-technologies#main
- https://www.tomshardware.com/subscription
- Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on
- Nvidia lays out RTX Spark roadmap for laptops and desktop PCs at Computex 2026 — three generations outlined, Rubin with LPDDR6 memory, followed by Rosa Feynman
- A robot startup is wreaking havoc on short-term rentals in San Francisco — Airbnb hosts allege 'guests' secretly tested robots indoors, left the units completel
- Resourceful runner 'can race my own ghost' using homemade Meta Ray-Ban Display app — also adds bonus coins, mini leaderboard, and more
- AMD Ryzen 7 5800X and Nvidia RTX 5060 combo is only $439 — deal includes a free CPU cooler, totaling out to $150 in savings for a great budget setup
Informational only. No financial advice. Do your own research.