China's reliance on ASML EUV technology is its 'biggest moat': Analyst

Transcript

So does that mean Nvidia can still count on relying on China's market and it will take some time before uh players like Huawei can catch up given the importance of the entire ecosystem? Yeah, catching up is interesting. So what Huawei has done with their latest stack called um cloud matrix is even though their processors were only onethird of the p... Read More