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ChinaTalk

EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Sep 13, 2023
Semiconductor analysts Doug O'Laughlin and Dylan Patel discuss Huawei's breakthrough Kirin 9000s chip, Chinese engineering excellence, the future of AI chips in China, dominating the lagging edge and the EV space, and potential actions the US government could take to tighten export controls and set back China's semiconductor ecosystem.
01:15:53

Podcast summary created with Snipd AI

Quick takeaways

  • The Kirin 9000 chip showcases Huawei's design capabilities and resilience despite US sanctions.
  • China's semiconductor industry, exemplified by SMIC, is rapidly progressing and could impact the global supply chain and market share of major companies.

Deep dives

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