Thanks for clarifying. Considering it was in 2020 he was impressively correct.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Volkswagen CEO specifically requested to learn from China: Chinese people are very methodical and have extremely strong execution capabilities.
People forget the sheer scale of China and what allows the country to be so strong in these fields.
Millions and millions of students who are trained through the most intense education system in the world, yet people are still shocked when China achieves huge scientific and technological breakthroughs.
An explosion of IR imaging sensors in China. Article classified the products by wavelength. In light of the F-35 incident, cooled MWIR and LWIR sensors would be particularly relevant here. Chinese companies already dominate uncooled SWIR and LWIR markets globally. Materials and tools for IR sensors are very different from the silicon based semi, and China is dominant in several of them (In, Ga, Te)
This is somewhat darkly humorous, beacause it's more or less related to the pandemic.
During the pandemic, demand for thermal cameras surged, leading to a corresponding expansion of production lines. After the pandemic, overcapacity ensued, and manufacturers sought new applications. One such area that emerged after 2023 was the proliferation of thermal sights and thermal cameras for drones.
Enjoy 90 series is out and Pro Max version uses K8000 SoC. Again, production of 7nm chips seems to already have pretty good capacity at this point and it will continue to grow this year.
Huawei Unveils AI Accelerator Ascend 950 with 3x H20 Performance: Achieving NVIDIA H200 Levels Possible with 3nm and HBM3 Application
The Ascend 950, combining a 3nm process with HBM3, has become powerful enough to be called the **"Chinese version of the H200"**.
Carbon Nanotube (CNT) Semiconductor: This is the most groundbreaking aspect. It has already been verified at the laboratory level and is currently being optimized for SMIC's production lines. If successful, it could become a "game changer" capable of overcoming the physical limitations of existing silicon chips and demonstrating energy efficiency exceeding that of the H200.
The Ascend 950, combining a 3nm process with HBM3, has become powerful enough to be called the **"Chinese version of the H200"**.
Carbon Nanotube (CNT) Semiconductor: This is the most groundbreaking aspect. It has already been verified at the laboratory level and is currently being optimized for SMIC's production lines. If successful, it could become a "game changer" capable of overcoming the physical limitations of existing silicon chips and demonstrating energy efficiency exceeding that of the H200.
Random thought for speculation: I wonder to what extent the coming fertilizer shortage might provide an additional boost to the PRC's power semiconductor space.
Here's the hypothesis:
Here's the hypothesis:
- The Iran war is causing a natural gas shortage, one which could persist well beyond the war if natural gas infrastructure is damaged
- The gas shortage will lead to a hydrogen shortage, which leads to an ammonia shortage
- The PRC was very close making "green fertilizer" profitable by making H via electrolysis using renewable power before the war, it has a leading position in the world in this particular industry, with close to 50% global market share in electrolyzer capacity
- Now that natural gas prices are through the roof, making "green H" & thus "green NH3" is now commercially viable
- If there's an expansion in renewables capacity for green electrolyzers to fulfill the fertilizer shortage, then IGBTs, SiCs, etc. will correspondingly be in demand for building out that capacity.
Do you have a source for this? I can't find this online and I'm skeptical that Ascend 950 is on a 3nm process considering that it seems SMIC only got to 6nm fairly recently and I'm kinda skeptical Huawei would be able to trick TSMC into fabbing a lot of chips for them again.