alt Hacker NewsCurious what the fundamental limit on Huawei's capacity is. China has shown if nothing else they know how to scale when they want to. If it came down to just building more of what they know how to do, it would be happening. Is there more to it?
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npn • today at 3:38 AM
Huawei chips need advanced 3d packaging in order to keep up. Since the process is too complex the yield is still bad.
Not to mention there is a lot of demand from various factors, not deepseek only. Huawei itself is a major consumer.
Their yields on high performance chips that could do training is really bad, and they aren’t getting more of the outdated ASML machines that they could use to scale up even with bad yields. It will still take China a few years or a decade to build out the tech needed to fab high performance chips economically on their own.