TechSMIC sees AI computing crunch lasting until 2028 as Nvidia scrutiny risks tighter chip curbs

Semiconductor Manufacturing International Corporation is betting that relentless data-centre construction will keep AI computing power scarce for the next two years. Scrutiny of former Nvidia CEO Jensen Huang could intensify US curbs on China’s access to advanced American processors, accelerating reliance on domestic foundries.

SMICAI computingchip curbs

SSouth China Morning Post★★★☆☆2026-11-13 05:55Original