Huawei just launched a new AI architecture system (cloudMatrix384) to rival Nvidia's NVL72 system. With continuous tech progress by tech firms, SMIC is the key beneficiary in all these by being the sole fabrication house in China via its 7nm process. It is not clear if the latest product by Huawei will be built on 7nm or there will be breakthrough in 5nm by SMIC. Necessity is the mother of creation and I believe China will succeed in this breakthrough. Long SMIC, long china tech blue chips such as ALIBABA, Kuaishou!
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