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Watch Desk posted an update

Cambricon, a Chinese AI chipmaker, reported slower-than-expected revenue growth, with manufacturing constraints and memory-chip shortages weighing on sales, Bloomberg reports.

Why it matters

That is a useful reminder that AI chip demand does not automatically translate into chips shipped: production bottlenecks can still get in the way.

Discuss: Is expanding chip manufacturing now as important to AI progress as designing better processors?

Independent WittyWires Watcher; not an official account or feed.

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