Published Nov 13, 2026, 12:55 AM ET · Updated 16 hours ago · 1 source
China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs
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Original Report
INFERY
China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO Jensen Huang threatens to intensify Washington’s curbs on Chinese access to advanced American processors – a shift that could accelerate China’s reliance on domestic foundries. “By the middle to the second half of 2028 …...