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  "documentTitle": "2022 Air Street Capital The State of AI Report 2022",
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      "text": "Not having access to state of the art AI chips could stall a large swath of Chinese industry if domestic suppliers don’t step into the void and fast.",
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      "text": "It is unlikely that domestic AI chip companies (e.g. Biren) can fill the void: leading-edge node manufacturing is still only possible by TSMC in Taiwan and because domestic talent, software and technology is still years away from NVIDIA. China will still accelerate its development.",
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      "text": "Earlier this year, CSET analysed 24 public contracts awarded by Chinese PLA units and state-owned defense enterprises in 2020. They found that nearly all of the 97 AI chips in these purchase orders were designed by NVIDIA, AMD, Intel and Microsemi. Domestic AI chip companies were not featured. Thus, American chips are arming Chinese defense capabilities.",
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      "text": "NVIDIA GPUs are used by all major Chinese technology companies and universities. Washington ordered NVIDIA and AMD to stop exporting their latest AI chips to China to curb national security threats. Not having access to state of the art AI chips could stall a large swath of Chinese industry if domestic suppliers don't step into the void and fast.",
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      "text": "Chinese semiconductor manufacturers have been already cut off from advanced lithography machines made by ASML and related equipment from Lam Research and Applied Materials.",
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