Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table. The United States technology community is all in on compute and AI as the next platform and is now adding compute at a staggering pace. There is competition, and it not only comes from companies but from countries, and the US government has placed a series of export controls to limit Chi...