this post was submitted on 07 Feb 2026
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Maybe some Chinese manufacturer will find a way to fill the gap in the market
i think the latest is that china has managed to create a GPU that’s ~7 years behind. i’m not sure that’s “a GPU from 7 years ago” or “it will take them 7 years, acknowledging that there’s a known path so will take less time”
AFAIK they’ll have to figure out EUV or some other method of lithography at that scale, which they’re trying really hard at but it’s one heck of a difficult thing to do which is why only TSMC currently actually has it working
Their current GPU is roughly equal to a 4060 which isn't that bad when you consider how far behind they are in terms of time.
Careful what you wish for.
🇨🇳 🚣 🇹🇼
Oh I wasn't wishing for anything, just pointing out the possibility. There are some Chinese companies gearing up to fill the gap in the memory market. GPUs would be much harder, but maybe very profitable.
Here's hoping