smaller GPU designers have a chance to capitalize on various types of generative AI
I don't understand where/how they're going to be fabbed, though. For a compute device to pack more AI performance than AMD, Intel, and Nvidia gaming GPUs which
can be sold in China, you need to make it on a fairly modern node. From the sound of it, SMIC doesn't have anything viable for this.
Two of them — Biren Technology and Tianshu Zhixin Semiconductor — are focused purely on processors for AI and HPC applications and their GPUs are not exactly meant to process graphics. But these processors need leading-edge fabrication technology to be made and TSMC needs an export license
So, I guess the point of the article is that gaming GPUs could be used to backdoor the export controls, in the same way as importing foreign-designed GPUs could be? In either case, the sanctions stipulate limits that are thought to bottleneck large-scale AI applications. Gaming GPUs can't breach these limits, without themselves becoming subject to the sanctions.
BTW, speaking of Innosilicon and MooreThreads, since they're both allegedly PowerVR-based, I'd love to know how they compare. Is the former having the same kinds of disastrous performance issues plaguing the MTT S80, that we read about here?
And how is the S80 doing, these days? Have they been able to make driver-level improvements comparable to what Intel has so far managed?