IAPS researcher @Hamish_Low5 on the 12 billion vs 1 trillion revenue gap between Huawei and NVIDIA that fuels the entire chip smuggling ecosystem: "Huawei doesn't have any HBM to use, so they just have to use other types of accelerators where you're using DRAM dies instead of HBM." "Their expected chip revenue this year is $12 billion according to Reuters. Jensen is saying NVIDIA expects a trillion dollars of revenue across this year, next year. China definitely wants more than $12 billion…