The Ledger
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Friedberg: Huawei will deploy undisclosed lithography to rival top chips by 2026
“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 …”
Sacks: China is blocking Nvidia chips to subsidize and elevate Huawei
“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…”
Friedberg: Huawei will challenge Nvidia in 2026 using undisclosed lithography tech
“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.”