TSMC Continued Production and Supply Implications for Ascend

All in with Huawei's Chips Compute is the lifeblood of AI, and national strategies increasingly revolve around securing supply. The United States currently leads with well over 70% of deployed FLOPs by various estimates, and has used export controls to limit China’s access to advanced compute. Chinese companies have adapted with larger batch sizes and disaggregated serving, but many high-value...