China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO Jensen Huang threatens to intensify Washington’s curbs on Chinese access to advanced American processors – a shift that could accelerate China’s reliance on domestic foundries. “By the middle to the second half of 2028 …...
China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs
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SCMP - Feed 91By Ann Cao
EXECUTIVE SUMMARY
China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO Jensen Huang threatens to intensify Washington’s curbs on Chinese access to advanced American processors – a shift that could accelerate China’s reliance on domestic foundries. “By the middle to the second half of 2028 …...
Key Takeaways
- China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs.
- “By the middle to the second half of 2028 …...
- “By the middle to the second half of 2028 …...
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Published originally on SCMP - Feed 91
