Mad Hedge Technology Letter May 2, 2025 Fiat Lux Featured Trade: (CHINESE CHIP MAKERS CLOSER THAN YOU THINK) (NVDA), (HUAWEI)
Tag Archives: (HUAWEI)
Just the other day, CEO of Nvidia told the media, “China is not behind…This is a country with great capabilities. 50% of the world’s best AI researchers are Chinese.” So it’s not a surprise that Huawei is about to debut a new AI chip and will continue to foray into higher value-added products and stand […]
Mad Hedge Technology Letter April 21, 2025 Fiat Lux Featured Trade: (DIFFICULTY OF DOING BUSINESS FOR CHIP COMPANIES) (NVDA), (TSM), (HUAWEI)
The U.S. appears to have made a massive blunder in its chip control blocking of China. The U.S. Commerce Department said last week that Nvidia’s H20 graphics processing units — designed to comply with previous U.S. restrictions — would now require export licenses, as would additional chips from AMD. Nvidia says it has already halted […]