this post was submitted on 31 Jul 2024
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I find it extremely hard to believe with their level of espionage that they can't come up with a clone of a 5 year old GPU and slam 32GB of vram on it.
The issue is access to leading edge semiconductor fab nodes and high end lithography machines (if they want to build their own leading edge node at SMIC).
Asianometry on YouTube has great content on this topic, he's great at digesting complex industrial history