DeepSeek's release date is no coincidence. This week overlaps with not only US holidays and the presidential inauguration, but also the Lunar New Year, when most of $Taiwan Semiconductor Manufacturing(TSM)$ workforce is on holiday.
I was on a call with the team a few hours ago, and we are working with $NVIDIA(NVDA)$ and the US State Department to track all H100 and H800 chip shipments between 2023 and 2025.
From Dr. Kim, TSMC
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