Chinese semiconductor thread II

[tokenanalyst]

Interesting that they are differentiating between 7nm and TSMC 65nm (which I guess is TSMC mainland fab)

Chuantian Digital Chip to go public in Hong Kong, aiming to raise US$300-400 million​

Chinese GPU manufacturer Iluvatar CoreX is considering an initial public offering (IPO) in Hong Kong, with an expected fundraising scale of US$300 million to US$400 million.



Founded in December 2015 and headquartered in Shanghai, Tianshu Zhixin is China's first dedicated technology company specializing in GPGPU (General Purpose Graphics Processing Unit) high-performance computing systems. The company specializes in the development of high-end, general-purpose parallel computing chips for cloud servers, targeting data-driven technology markets such as cloud computing, artificial intelligence, and digital transformation, and addressing core computing bottlenecks.

In 2018, Tianshu Zhixin officially launched the design and development of GPGPU chips. On March 31, 2021, Tianshu Zhixin officially released the Tiangai 100 chip and Tiangai 100 accelerator card, China's first general-purpose GPU, marking a breakthrough in general-purpose GPU development in China. Subsequently, in just over a year, Tianshu Zhixin achieved the leap from product launch to large-scale deployment, achieving mass production of its first general-purpose GPU product.

According to reports, Tiangai 100 adopts the industry-leading 7nm FinFET manufacturing process and 2.5D CoWoS packaging technology, and is equipped with TSMC's self-developed interposer based on 65nm process. It integrates up to 24 billion transistors, 32GB HBM2 memory, and a storage bandwidth of 1.2TB. It supports mixed training of multi-precision data such as FP32, FP/BF16, INT32/16/8, and the system interface is PCIe 4.0 x16.​

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[tokenanalyst]

China's first 28nm critical dimension electron beam measurement equipment was produced in Wuxi

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More companies in the field of CD-SEM for advance nodes

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DJEL is also about to launch an HV-SEM with the capability of "see through" the layers of the wafer and take measurements.

Oriental Crystal Source officially unveiled for the first time the development progress of its new high-energy electron beam system (HV-SEM). This system is expected to offer "see-through" imaging capabilities deep within the wafer, enabling precise measurement of critical dimensions (HV CD), uniformity (CDU), and overlay accuracy (In-die SEM Overlay) of structures such as deep holes and trenches. Its technology covers 3D-NAND, DRAM, and 14nm and below logic processes. Its proprietary EOS system boasts a landing energy exceeding 40keV, reaching the internationally advanced level for similar equipment. With significant progress in HV-SEM development, Oriental Crystal Source has fully implemented its comprehensive capabilities in the four core areas of front-end electron beam metrology and inspection, highlighting its technological strengths and product portfolio. As one of the earliest adopters in China, Oriental Crystal Source will continue to lead the development of the domestic electron beam metrology and inspection industry. ​

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[Wrought]

SCMP is reporting that state-owned data centers are now required to use majority-domestic chips.

Publicly owned computing hubs across the country have been asked to source more than 50 per cent of their chips from domestic producers to support the indigenous semiconductor sector, according to people familiar with the matter. The mandate finds its origins in guidelines proposed in March last year by the Shanghai municipality, which was among the first in the country to stipulate that “adoption of domestic computing and storage chips at the city’s intelligent computing centres should be above 50 per cent by 2025”.

The guidelines were part of a policy to strengthen artificial intelligence computing resources in China’s financial hub. The plan was backed by government agencies including branches of the National Development and Reform Commission (NDRC) in the city and the Shanghai Communications Administration, an agency under the Ministry of Industry and Information Technology (MIIT). One source, who works as an adviser in the data centre industry, said that earlier this year the Shanghai chip quotas for the city’s intelligent computing centres had become mandatory nationwide policy.

The MIIT and NDRC did not immediately respond to a request for comment on Saturday outside business hours.

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[tonyget]

There is stil lots of nvidia GPU being smuggled into China

 

[Fertorstar]

There is stil lots of nvidia GPU being smuggled into China

Nvidia GPUs being smuggled shows that the Chinese buyers strongly prefer Nvidia over Chinese alternatives since any smuggled components are going to be from inherently less trustworthy vendors (you can’t exactly sue Nvidia and demand money back if all goes wary; the act was illegal after all), subject to much more political risk, and subject to much more reputational risk in China (since both the government and the public in China put pressure on corpos to buy Chinese). Must be a mix of Nvidia’s substantial compute advantages; CUDA’s large, entrenched and rapidly growing ecosystem; and inertia.

 

[tphuang]

Nvidia GPUs being smuggled shows that the Chinese buyers strongly prefer Nvidia over Chinese alternatives since any smuggled components are going to be from inherently less trustworthy vendors (you can’t exactly sue Nvidia and demand money back if all goes wary; the act was illegal after all), subject to much more political risk, and subject to much more reputational risk in China (since both the government and the public in China put pressure on corpos to buy Chinese). Must be a mix of Nvidia’s substantial compute advantages; CUDA’s large, entrenched and rapidly growing ecosystem; and inertia.

it would be better for newbies like yourself to read up semiconductor and AI thread for a while before starting to post here.

This thread is not meant to be a 101 type of thread.

 

[tphuang]

https://twitter.com/i/web/status/1957427658754589121

Empyrean with a new EDA software platform for advanced packaging design.

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Huahong has now bought out the shares for HLMC so that it no longer competes against its subsidiary JV. They mentioned they were planning to do this a while back.

 

[tphuang]

https://twitter.com/i/web/status/1957433170803949646

Single board computer using Allwinner A733 has come out. By the way, I actually looked over software/model support for this on github and huggingface a while back. It's non-existent, but that might be because they support so many platforms already.

Keep your eyes on these edge AI chips. So many exist in China. Completely dominated in China right now.

I was having a conversation today with a toy maker in Beijing. Now, we got each other's wechat contact.

Anyhow, he was telling me that they have a casing with board inside that uses very little power (apparently) and uses these industry monopolies now like ESP32 and Rockchip SoC that can connect to wifi for inference (so easier than on-board inference). Basically, any American chips are too expensive for this.

 

[tokenanalyst]

Nvidia GPUs being smuggled shows that the Chinese buyers strongly prefer Nvidia over Chinese alternatives since any smuggled components are going to be from inherently less trustworthy vendors (you can’t exactly sue Nvidia and demand money back if all goes wary; the act was illegal after all), subject to much more political risk, and subject to much more reputational risk in China (since both the government and the public in China put pressure on corpos to buy Chinese). Must be a mix of Nvidia’s substantial compute advantages; CUDA’s large, entrenched and rapidly growing ecosystem; and inertia.

Well a least in the high end gaming space there is no alternatives, YET, that area looks like most of the "smuggling", if you can called it that, is happening, in the AI space looks like homegrown GPUs makers like Hisilicon, Biren and Moore are making progress with a lot of then introducing FP8 circuitry and better software stack, that nascent ecosystem is what the Chinese government is trying to protect against NVIDIA monopolistic practices.

 

[tokenanalyst]

Zhongke Feiteng's (Skyverse) revenue increased by 51.39% in the first half of the year​

China Electronics Testing Technology Co., Ltd. disclosed its 2025 semi-annual report in the evening. The company achieved operating income of 702 million yuan in the first half of the year, a year-on-year increase of 51.39%; the net profit attributable to the parent was -18.3543 million yuan, compared with a loss of 68.0147 million yuan in the same period last year.
The narrowing of losses was primarily due to the company's continued stable revenue growth and a year-on-year decrease in the proportion of R&D investment to operating income. With increasing market demand and the company's business expansion, Zhongke Feitshen's revenue increased significantly. Furthermore, the company's optimization of R&D investment has reduced the proportion of R&D expenses compared to the same period last year, further alleviating the pressure of losses.
The release of this semi-annual report is of great significance to China Science and Technology Aerospace Testing and its investors. On the one hand, the rapid growth in revenue demonstrates the company's increasing market competitiveness and business expansion capabilities; on the other hand, the narrowing of losses demonstrates the company's improvements in cost control and operational efficiency.
Regarding future development, China Science and Technology Flight Test will continue to focus on its core business, increase market development efforts, optimize R&D investment, and further enhance profitability. The company stated that it will continue to monitor industry trends, actively respond to market changes, and strive to achieve continuous improvement in performance.

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