descriptive claim
The speaker says that in 2026 China still relies mainly on smuggled chips, including TSMC-made chips diverted to Huawei and HBM supplied by Samsung.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
In their words
The transcript segments this claim was taken from
“2026,”
“they're still mostly relying on a lot of the smuggled chips,”
“a lot of the chips that TSMC made for companies that they thought weren't Huawei.”
“ended up being Huawei or a lot of HBM that Samsung is shipping,”35:51Report a misattribution
0.80how strongly it was put, not whether it is true
0.80importance to the conversation
0.82confidence the claim was read correctly