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Episode 34: Huawei, H20, and Tariffs

Transistor Radio

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Huawei's Technological Dominance

This chapter explores Huawei's advancements in semiconductor technology, particularly their Ascend 910 B and C chips, and the significance of system architecture in AI workloads. The speakers also critique the geopolitical implications of technology trade between the U.S. and China, analyzing the semiconductor supply chain and industry regulations. Additionally, they discuss Huawei's innovations in optical networking, highlighting their competitive edge over Western counterparts.

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