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0
comments
29
forecasters
Will the following major cloud providers buy AI accelerators fabricated in China before 2028?
OVH
16%
Microsoft Azure
14%
Google Cloud
12%
1 other
2
comments
38
forecasters
Will the following major cloud providers buy AI accelerators designed by a Chinese firm before 2028?
OVH
27%
Microsoft Azure
5%
Amazon Web Services
5%
1 other
12
comments
31
forecasters
Will controlled AI chips be smuggled into China through any of the following countries before 2026?
Vietnam
85%
Singapore
result:
Yes
Taiwan
70%
9 others
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?
AMD
5%
Nvidia
5%
Google
5%
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?
SMEE
44%
Naura
31%
AMEC
30%
1 other
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%
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