Exclusive: After US curbs, Tencent and small chip designers chase Nvidia's China crown
December 12, 2023
Should Chinese chip designers win orders, they could still struggle for production capacity given constraints U.S. curbs put on foundries such as TSMC (2330.TW) from working with Chinese firms, said Isaiah Research Vice President Lucy Chen.
"The majority of China's advanced manufacturing processes and advanced packaging capacity are likely to be prioritised for Huawei's use. These emerging companies need to strategise on how to overcome the constraints posed by U.S. restrictions and production limitations," she said.
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