Huawei is becoming much more competitive. And if you give the whole Chinese market to Huawei, it's a huge subsidy for their R&D, right. And it basically forces Chinese companies that might be willing to use the H20 to use the the Huawei chip and to basically figure out uh basically to figure out the bugs, work out the kinks of the cloud matrix system and help Huawei scale that up.So, I think there is a compelling argument here that you just don't want to hand Huawei, the entire Chinese market when Nvidia is ...

Agriculture & Rice Export - Vietnam's rice exports are projected to reach 5.8 million tons in 2024, generating approximately $5 billion in revenue [2] - Vietnam is consistently ranked among the top 3 largest rice exporting countries globally [2] - Vietnamese rice has been recognized as one of the most delicious rice varieties in the world, exported to 150 countries and territories [3] Semiconductor Industry & Opportunities - Vietnam has a historical context in semiconductor manufacturing, with the establishment of the Z181 factory in 1979, supported by technology from Europe and Japan [6] - The Z181 factory produced advanced semiconductor components and exported them to Eastern Europe, meeting domestic needs [6] - FPT is among the first companies to commercialize Vietnamese chip products, focusing on PMIC (Power Management Integrated Circuit) chips [10][11] - PMIC chips are essential for managing and optimizing power distribution in electronic devices, similar to the role of the heart in the human body [11][12][13] - Vietnam is currently positioned to participate in the semiconductor ecosystem, presenting a significant opportunity [18] - The Vietnamese government is developing two strategies for the semiconductor industry: human resource development (aiming for 50,000 semiconductor engineers by 2030) and industry development [20] - Several Vietnamese companies are transitioning to create opportunities in semiconductor research, production, and development [21]