I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby.
This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
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I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.