AI 导读
中国的 HBM 供应和华为的芯片将快速提升，但可能还不够快。即便到 2030 年中国 HBM 产能增长 18 倍，华为的产量也仅约为 Nvidia 2028 年产量的 12% 到 18%。
正文
China's HBM supply and Huawei's chips will improve rapidly, but likely not fast enough. Even an 18× jump in China's HBM capacity by 2030 would leave Huawei's output at about 12 to 18% of Nvidia's 2028 production.
来源：@EpochAIResearch · x.com