#smic

Geopolitics & Supply Chain

Huawei Eyes China AI Chip Crown as Nvidia Stalls

Huawei's AI chip revenue is projected to surge, potentially seizing China's market lead as Nvidia faces export and regulatory hurdles. The battle for China's $67 billion AI chip market is heating up.

Geopolitics & Supply Chain

China's Chip Downfall? US Eyes ASML DUV Ban

Is China's semiconductor ascent about to hit a brick wall? New US legislation aims to sever its lifeline to critical ASML equipment, potentially reshaping the global chip landscape.