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0 comments
29 forecasters

Will the following major cloud providers buy AI accelerators fabricated in China before 2028?

OVH16%
Microsoft Azure14%
Google Cloud12%
2 comments
38 forecasters

Will the following major cloud providers buy AI accelerators designed by a Chinese firm before 2028?

OVH27%
Microsoft Azure5%
Amazon Web Services5%
12 comments
31 forecasters

Will controlled AI chips be smuggled into China through any of the following countries before 2026?

Vietnam85%
Singaporeresult: Yes
Taiwan70%
1 comment
23 forecasters

What percentage of Taiwan Semiconductor's employees will be located outside of Taiwan or China at the end of 2029?

Current estimate
23.8%
2 comments
35 forecasters

Will any of the following Western AI chip makers have any of their AI accelerators fabricated in China before 2033?

AMD5%
Nvidia5%
Google5%
1 comment
51 forecasters

Will a Chinese firm make a large order of domestic AI chips before 2027?

99.9%chance
14 comments
40 forecasters

Before July 1, 2027, will TSMC lose large numbers of wafers in a short period of time due to attack or sabotage against one or more of its Taiwan-based "Fab" facilities?

1 comment
17 forecasters

Will the following Chinese SME firms have a higher market cap than any of ASML, Applied Materials, or Lam Research in 2033?

SMEE44%
Naura31%
AMEC30%
2 comments
46 forecasters

Will any Chinese semiconductor foundry have at least 20% of the market cap that TSMC has in 2028?

33%chance
0 comments
12 forecasters

How much of major electronic design automation (EDA) companies' revenue will come from the Chinese market in the last quarter of 2025?

Current estimate
42.5%