Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They were, you know, clearly ahead of everyone on a manufacturing supply chain sort of design standpoint.
on in a total basis, right?
Now of course NVIDIA still had higher market share, but it was so nascent then, like it could have they could have really taken over the market.
Quali got banned by the Trump One administration from
Accessing and then it went into effect in 2020, right?
The the full ban.
And so they were only able to make a small volume of these chips, but
They had trained significant models on these chips that they made then.
And then over the next couple of years, right, in NVIDIA continued to accelerate.
Huawei, because they were banned from TSMC, had to go and try and figure out how to manufacture at SMIC, the domestic TSMC.
Um
And then they were also in parallel trying to go through shell companies to manufacture uh at TSMC.
and acquire memory from Korea and so on and so forth.
So by the end of twenty four, they had this had gotten in full swing and it was uh caught, right?
It was caught and they finally shut it down.
But they were able to acquire three million uh chips, two point nine million chips from
T SMC through these other entities, right?
Uh roughly five hundred million dollars worth of orders.
Um
Which which ends up being a billion dollar fine that the US government gave T S M C if I recall correctly or at least there was a Reuters article about it I don't know if I actually they actually issued it.
Showing 781–800 of 3,025 · page 40 of 152
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