Both NVIDIA and AMD have benefited from the strong demand for GPUs for HPC and AI. They continue to grow in revenue globally as well as in sales to China. China will also become an important member of the global AI industry.
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China Semiconductor Market Brief – October 2023
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The Analyst Team
Hui He
Follow AnalystResearch Director
Hui is responsible for the analysis of China's semiconductor market with a focus on China's local semiconductor manufacturing and design trends, evaluating the impact of these trends on technical and financial factors. She also examines how new application ecosystems in China are shaping the semiconductor market.
Hui earned a master’s degree in microelectronics from Shanghai Jiao Tong University, China.
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