Dylan Patel: evaluation

Transcript context

…I think the fulcrum point is the transition from seven nanometer to five nanometer chips where I think it was Huawei that had the seven nanometer chip a few years ago, which caused another political brouhaha, almost like this moment. And then it’s the ASML deep UV. What is that… Extreme ultraviolet lithography. Just set context on the chips. What Nathan’s referring to is in 2020, Huawei released their Ascend 910 chip, which was an AI chip, first one on seven nanometer before Google did, before NVIDIA did. And they submitted it to the MLPerf benchmark, which is sort of a industry standard for machine learning performance benchmark, and it did quite well, and it was the best chip at the submission. This was a huge deal. The Trump admin, of course, banned, it was 2019, banned the Huawei from getting seven nanometer chips from TSMC. And so then they had to switch to using internal, domestically produced chips, which was a multi-year setback. Many companies have done seven nanometer chips. And the question is we don’t know how much Huawei was subsidizing production of that chip. Intel has made seven nanometer chips that are not profitable and things like this. So this is how it all feeds back into the economic engine of export controls.…

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