SemiAnalysis:
A look at the Huawei Kirin 9000S, the impact on Apple, Qualcomm, and MediaTek, SMIC’s 7nm and future 5nm chips, and potential Western responses to curtail China — Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions
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