Huawei's TSMC 'White Glove' Chip Orders Resurface in Debate over Megaspeed's $4.8B Nvidia Buys
0xkarasy · x · 2026-11-11
Desmond Shum pushes back on the viral "Alice Huang is a Chinese spy" narrative, arguing her real role is the classic 掮客/white-glove commercial fixer: a Shanghai capital-markets career followed by Megaspeed's $4.8 billion in Nvidia chip purchases. The right questions, he says, are whose money, whose chips, whose interests.
The screenshot recalls the precedent: in October 2024 TechInsights found a TSMC-fabricated chip inside Huawei's Ascend 910B; investigations pointed to Sophgo (affiliated with Bitmain) as the proxy buyer. TSMC cut off Sophgo and reported the order to the US Commerce Department and Taiwanese authorities, triggering tighter US export rules on advanced nodes (7nm and below) to Chinese clients.
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