Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Source
Dylan Patel
Author
Dylan Patel
Date
Terms in this piece · Glossary
inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
open weights — A model whose trained parameters are published for anyone to download and run — unlike API-only models you can access but never possess.
Why it matters
HBM, not logic, is the ceiling on China's accelerator output; that constraint shapes how much non-Western compute exists and where open weightsA model whose trained parameters are published for anyone to download and run — unlike API-only models you can access but never possess.Full definition → models can actually be trained and served.
