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China’s AI chip dragons’ firepower is mostly mythical
manbetx3.0 AI芯片“三小龙”的真实火力如何?

The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rival
三家新近上市的半导体制造商均处于亏损状态,且其销售额都不到最大竞争对手的十分之一。

“Here be dragons” was ancient mapmaker code for the unknown. Something similar applies to China’s latest group of so-called dragons — AI chipmakers seeking to profit from Nvidia’s geopolitical tangles. They have been buoyed by investor optimism, but their path ahead is unclear.

“此处有龙”是古代制图者用来标注未知之地的暗号。类似的标注,如今也适用于manbetx3.0 最新一批所谓的“龙”——试图从英伟达(Nvidia)陷入的地缘政治纠葛中获利的AI芯片制造商。它们得益于投资者的乐观情绪,但前路仍不明朗。

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