Huawei

“It's called two years ahead of kind of the chips from Huawei.”

“My early prediction for 20, 26 is Huawei where I think that there's a lithography technology that exists in China that is not publicly discussed. That is going to be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can …”

“My early prediction for twenty-twenty-six is Huawei, where I think that there's lithography technology, that exists in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland China.”

“My number one is Huawei, which I've mentioned in the past. Out of China, I think Huawei's effort to Partner with SMIC to go deeper in the chip stack. And they're just firing on all cylinders. I do think keep an eye on Huawei over the next year. It's going to o…”

“When Huawei first started their sort of global export push they certainly were not the very best technology in the world. They were current, they were certainly, you know, subpar compared to Ericsson and Nokia, yet they were good enough and they were subsidize…”

“And I think their plan would be to have Huawei dominate chips in China first, and then use that to scale up and then try to take over the rest of the world at chip production to scale up business.”

“I think Bloomberg and Reuters reported that they actually are not allowing Nvidia chips into their country, and the reason for that, we think, is that they want to indigenize chip production. They want to stand up Huawei as their national champion, and effecti…”

“They clobbered us in Africa. They clobbered us in the developing world. They absolutely ran the table.”