Artificial Intelligence & Semiconductors2026-07-30
China's Open-Weight AI Labs Are Winning the Model Race. Memory Is Still Winning the War.
DeepSeek, Kimi, GLM, Qwen, and MiniMax now fill eight of OpenRouter's top 10 slots. But Huawei's own chip supply tells a different story: its TSMC die stockpile is exhausted, and domestic HBM production caps Ascend output at roughly 250,000-300,000 accelerators a year.
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