I believe I remember the CEO said in their 3Q earnings call that he won't be negotiating prices with customers anymore, but otherwise everything else remains the same. They had a US guy running their manufacturing facility, but instead now he's monitoring the construction of their new HQ in Lingang, Shanghai, lol. My main takeaway from their earnings call was that as long as the US citizen isn't involved with production/research/sales, then they can remain employed (or at least the company is operating under this premise)
CEO of NVIDIA already said Moore's Law is dead.
That's good for China.
Have you heard any update on whether or not they can get the tools they need for further expansion? Are their expansion here based on tools they already stocked up?
Yeah, this came out last week I think in Bloomberg article. I'm expecting a huge Q4 here and next few quarters as Chinese fabs stock up and other fabs cut back on their orders.
Intel and Nvidia are a late adopters of advanced chip packaging techniques, AMD are the ones who has been trying to offset Moore's Law by using advanced packaging.