China’s few remaining weaknesses:
Manufacturing the most advanced chips is a still an issue because ”China lacks a domestic alternative to the cutting-edge lithography tools produced by ASML, a Dutch company. … chip designers [are] reliant on SMIC, a state-owned foundry. “
China may initially struggle awhile with “… the software used by coders to program chips. Nvidia’s platform, called CUDA, is still by far the best in the world. Nearly all AI developers learn how to use it. And it works only with Nvidia’s chips. Switching to an alternative is costly, because it pulls developers out of an enormous network of fellow users that can help solve problems.”
“Huawei has created a substitute for CUDA, called CANN …But the software is years behind Nvidia’s [It’s buggy and unenthusiastic used by local techies. But,] Huawei has beaten the odds before, and it may well do the same again with CANN.”
#china #technology #CUDA
https://economist.com/business/2025/05/08/huawei-and-other-chinese-chip-firms-are-catching-up-fast?giftId=28b8f2dc-d227-467f-b526-9b3917e158b0&utm_campaign=gifted_article
