AI Chip Capacity Data Questioned: Monthly vs Yearly Confusion
teortaxesTex · x · 2026-07-08
Commenters pointed out a mathematical contradiction in an AI chip capacity forecast: a claim of 70,000 wafers per month somehow calculated to an annual output of 2.6 million, which is proportionally inconsistent. This sparked a discussion regarding the accuracy of capacity data in the chip supply chain.
Related event: Analysis of Huawei Ascend Capacity and SMIC DUV Process(4 posts)→
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