Earlier quoted context omitted.
If anything it'll speed up their progress by forcing local solutions. https://www.heise.de/en/news/DeepSeek-orders-160-000-Huawei-...
> According to Bloomberg, supply bottlenecks for high-end memory and other key components could limit chip production this year. Since Huawei also has to serve other customers, DeepSeek might have to wait over a year for the full delivery, estimates Bloomberg. Like I said, it will delay the Chinese labs for a couple years. These are not even top-line chips. Frankly, China was not going to allow them to depend on NVID…
Not even that long. China can simply order its industries to stop supplying externally and go full-domestic. It has happened before in others parts of Chinese industry; it will happen again. As it stands China can easily build computational nodes at scale, and their LineShine supercomputer holds top place in the Supercomputer Top 500 at almost 2.2 exaflops. They have zero issues building performant hardware.
Couple of years? Their current technology level can make that less than a month.