Chinese semiconductor thread II

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tokenanalyst

Lieutenant General
Registered Member
latenlazy said:
We’re talking about the same stooges that did a year of annihilation posting right?
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They are so many of them that I lost count. The Think Tank Nat Sec stooges, the original ones. The anti competitive industry stooges from Micron, Industry advisers in line with think tanks stooges. The AI stooges like Eric Schmidt and Dario. Is like zombie outbreak of stupidity that just get worse with the next hyped technology.
 
M

Michael90

Senior Member
Registered Member
tokenanalyst said:

Yangtze Memory Technologies Co., Ltd. Initiates IPO Preparations: CITIC Securities and CITIC Construction Investment Provide Support​

the China Securities Regulatory Commission (CSRC) disclosed that Yangtze Memory Technologies Co., Ltd. (YMTC) has completed its initial public offering (IPO) and listing guidance filing, officially signaling its entry into the capital market. The guidance was jointly provided by CITIC Securities and CITIC Construction Investment Securities, marking a crucial stage in the capitalization process of this leading domestic memory chip company.
Yangtze Memory Technologies Co., Ltd. (YMTC) is the only 3D NAND flash memory IDM (Integrated Device Manufacturer) in mainland China and a second-tier global player. Founded in Wuhan Optics Valley in July 2016, YMTC focuses on the R&D, production, and sales of 3D NAND flash memory chips. Leveraging its independently developed Xtacking architecture technology, the company has broken the overseas monopoly, achieving stable mass production of 232-layer processes and breakthroughs in 294-layer equivalent processes. Its products are widely used in core applications such as consumer electronics, servers, and data centers, making it a core force in the substitution of domestically produced memory chips.

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Are thy listing in Hong Kong or Shanghai?
 
H

huemens

Junior Member
Registered Member

Alibaba unveils new AI chip in push for domestic alternatives​

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Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890
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The chip, developed by Alibaba's semiconductor design subsidiary T-Head, delivers three times the performance of its predecessor, Zhenwu 810E. It is purpose-built for the emerging wave of AI "agents" — software systems that can carry out complex, multi-step tasks with limited human oversight.

Alibaba said the new processor is well-suited to handle the heavy memory and communication demands of agent workloads, where models must ⁠retain long stretches of context and coordinate with one another in real time.
The company also outlined a multi-year chip roadmap, saying it would follow the M890 with a successor called the V900 in the third quarter of 2027, and a further chip, the J900, in the third quarter of 2028. The V900 is expected to deliver another roughly threefold performance gain over the M890, Alibaba said, signalling a sustained cadence of in-house silicon upgrades.
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Alibaba unveiled the chip at its annual ⁠Alibaba Cloud Summit, alongside a new server system, the Panjiu AL128, which packages 128 of the accelerators into a single rack.
The system is available immediately to Chinese enterprise customers through Alibaba Cloud's domestic model platform, known as Bailian.
T-Head said ⁠it has shipped more than 560,000 Zhenwu units to date, with over 400 external customers across 20 industries, including automakers and financial services firms, having deployed the chips.
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