The AI Policy Podcast cover image

What Selling Nvidia's Blackwell Chips to China Would Mean for the AI Race

The AI Policy Podcast

00:00

Production Constraints: SMIC Yields and HBM Limits

Saif and Greg discuss Chinese manufacturing limits, SMIC yield problems, and the allied equipment export controls shaping future production.

Play episode from 49:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app