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The Emergence of Huawei's Kirin 9000S: A Tectonic Shift in the Global Semiconductor Landscape
(zenanalyst.substack.com)
This is a most excellent place for technology news and articles.
I agree, but the US government thinks otherwise, and apparently the Commerce Department is now opening an investigation into how the Chinese could possibly have made a 7 nm chip. Though it's not clear what else they can do; they've already completely blacklisted Huawei by this point, yet somehow it still lives.