Some people thought that a Chinese company called Huawei made a new and better computer chip by themselves. But, when they looked inside their latest laptop, they found out it was actually an older and less advanced chip made by another company from Taiwan. This means Huawei did not make the big technological progress some people expected. Read from source...
- The article title is misleading and sensationalist. It implies that Huawei's latest laptop disproves Chinese chip advancement claims, but in reality, it only shows that Huawei used a 5nm TSMC chip from 2020, which is not uncommon or surprising given the global semiconductor landscape and U.S.-China trade tensions.
- The article uses vague terms like "debunking" and "questioning" without providing concrete evidence or data to support its claims. It relies on a teardown report by TechInsights, which is not an independent or authoritative source of information, but rather a paid consultancy service that performs reverse engineering and analysis for clients.
- The article contrasts Huawei's chip with SMIC's alleged lack of advanced fabrication technique, without acknowledging the technical challenges and complexities involved in developing and manufacturing chips at different nodes and process types. It also ignores the fact that SMIC has been making progress in expanding its capacity and improving its technology, as evidenced by its recent success in producing 7nm chips for Huawei's smartphone.
- The article tries to create a false dichotomy between Chinese and U.S. chip technology, implying that the former is lagging behind or dependent on the latter, while the reality is much more nuanced and interdependent. It also fails to recognize the role of other international players, such as Taiwan, South Korea, Japan, and Europe, in shaping the global semiconductor industry and providing advanced chips and components to various customers, including Huawei.
- The article ends with a mention of previous reports about Chinese chip designers promoting their AI chips as alternatives to Nvidia's products, suggesting that this is a desperate or unrealistic strategy in the face of U.S. sanctions. However, it does not provide any context or analysis of why or how these AI chips are different from or competitive with Nvidia's offerings, nor does it consider the potential market demand or customer preferences for such products.
Bearish
Explanation: The article debunks claims of Chinese chip advancement and shows that Huawei is still using TSMC chips from 2020. This may impact the confidence in Chinese tech companies and their ability to compete with global leaders like Nvidia Corp.