Chinese GPU suppliers poised for consolidation

Even China can’t defy the law of supply and demand.

Jon Peddie

During the past half-dozen years, new Chinese GPU vendors have popped up, with the start-ups receiving financial help from their government. However, there are factors hindering their efforts, including product competitiveness in the marketplace, lack of manpower, the effect of US restrictions, the strained relationship/reliance China has on Taiwan to build the chips, and more. They have plans, big plans, but are those plans realistic? The proof will be in the pudding when, in a year or so, those chips should become available—or not. At that time, the reality of the situation may become apparent as consolidation looms large. Several

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