break the brutal leadership of Nvidia and TSMC

TSMC, The largest semiconductor manufacturer on the planetproduces the GPUs for artificial intelligence (AI) that are placing in the Nvidia, AMD market and many other manufacturers of this type of chips. In fact, 90% of integrated circuits for AI available in the world market TSMC has manufactured them. In addition, in its client portfolio Apple, Nvidia, AMD, Qualcomm, MediaTak, and even Intel, among many other companies that are dedicated to the design of integrated circuits.

We are now with Nvidia. The company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a billing volume of more than More than 263,000 million dollars.

SMIC and HUAWEI are China’s spearhead in the chips and AI industries

Jensen Huang, the general director of Nvidia, has declared A few days ago, China is not behind in front of the US in AI. And the solvency of Deepseek, Ernie, Qwen, Pangu, Hunyuan or Sensenova endorses its analysis. Right now it is very difficult to determine in an objective way which country leads in AI. It is reasonable to conclude that the US is ahead of China if we stick to the joint capacity and performance of its AI models, but the really relevant thing is to determine if that capacity entails a real value.

This is The line of thought that defends experts As Arthur Lai, Chief of Research for Asia of the Macquarie Financial conglomerate, or Jason Corso, professor of AI at the University of Michigan (USA). In addition, it is important that we do not overlook that the metrics that are currently used to evaluate the abilities and performance of the most advanced AI models They are less and less clarifying. And as the models improve and develop their global competitiveness, it matches.

In any case, as we are seeing, it is evident that China is competing from you to you in the development of large language models for the US. The greatest challenges facing this Asian country do not reside in this field; They last in the field of hardware. Nvidia continues to dominate the Chinese market of the hardware for the The sanctions of the US government that prevent you from selling your best GPU for your Chinese clients.

And TSMC manufactures 90% of semiconductors for this scenario of use because it has in production some of the most advanced integration technologies that exist, and, what is also crucial, the performance per candy of its avant -garde nodes is very competitive. China needs to have companies capable of Compete from you with Nvidia and TSMCand their best candidates are currently SMIC (Semiconductor manufacturing international corp) and Huawei.

SMIC is the largest Chinese manufacturer of semiconductors with a fee in the world market of about 5%and currently has the ability to manufacture integrated circuits of 6 and 7 nm. However, according to Dr. Kim, an expert in chips manufacturing who has worked in Samsung and currently investigating TSMC in the US, is about to start 5 Nm chip production and plan to start Its first 3 nod nodes equipped with gaa transistors (Gate-alall-around) in 2026.

Huawei, meanwhile, is determined to absorb Little by little the market share that Nvidia maintains in China. Your most ambitious hardware is now the chip Ascend 910dthat pursues overcome performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 Nm integration technology that have presumably developed side with Huawei and SMIC side.

Image | Nvidia

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