Zephyr’s Substack
ZephyrMostly Tech
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Founded | a year ago | Last Issue | 10 months ago |
| Active | |||||
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techzephyr.substack.comLatest Issues
Implications of H20 coming back
The U.S. government has reversed its April ban on sales of Nvidia’s H20 and AMD’s MI308 AI chips, re-authorizing exports after striking a rare-earth minerals agreement with Beijing.
The resumption of H20 exports will reshape China’s AI lan...
The Rise of China's Robotics & Automation Sector: Part 1
The primary goal of this series is to learn more about the flagship companies in China's Robotics and Automation Sector. I have tried to cover their founding, growth, products, supply chain strengths and vulnerabilities, and their future in...
China's Wafer Fab Equipment Industry Present & Future
Source: CGTN
The advent of LLMs and the intensification of the US-China rivalry have placed semiconductors at the undisputed center of global power dynamics. While headlines frequently focus on the progress of Chinese chip designers like H...
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Twitter- @zephyr_z9
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