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CharlieDigitaltoday at 2:41 PM2 repliesview on HN

Do not have any empirical evidence, but reality is that China's semiconductor capabilities are not at par with Taiwan yet and the US is able to influence Nvidia's sales to China as well as access to other vendors (TSMC) and technologies, giving the West an unfair advantage.

Just like Chinese EVs and Chinese renewables eventually beat the West, I have no doubt that China can probably eventually pull ahead, but I think it is probably accurate to say that China is currently still behind (how far is hard to say) because they have a slight technology handicap imposed by the US.


Replies

hn_throwaway_99today at 2:51 PM

Your comment is responding to an issue that is different from what GP said. GP was talking about Chinese open source particularly, i.e. their open source models, which AFAIK have consistently been keeping up with (albeit a few steps behind) the closed source OpenAI and Anthropic models.

Hardware capacity is a separate issue entirely.

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donkyrftoday at 2:51 PM

China would probably be very confused that you're asserting they're not on par with Taiwan.

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