Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
@dfrtyhgj Bro I'm not impress, the reason I believed compare to Huawei and BKK, Xiaomi within a decade will follow the footstep of Motorola and become irrelevant. They should invest in CORE technology and not hold hostage to the whims and grace of others. They already had grown and had the scale to do so. Following the Apple model strategy is obsolete, in these days of intense China US competition, R&D and Core competency is the norm.
Don't forget Xiaomi already was on the US sanction chopping block once, probably had to made a good deal profiting Qualcomm and Apple. They were not prepared just like ZTE, so i'm sure they are playing it safe as fuck until China's semi industry is developed enough.
Thanks @Oldschool for the explanation. So China is innovating with the available tools at hand, Instead of waiting for the bells and whistles of an EUVL, WoW!!! China is determined to show the US that they have offended the wrong country and are willing to fight back and fight back hard even with a handicap.
Oldschool
Junior Member
Registered MemberToday at 7:01 AM
Its faster than current Nvidia GPU. Current GPU of Nvidia is built with 5nm process. while this combo chip of normal logic IC and light array is built with 65nm.
The bottom line is China built a chip using mainland older process and faster than Nvidia's TSMC 5nm chip. That's the significance.
I think it will an potential impact on Huawei datacenter server business if this able to scale up.
1)我们的芯片不是纯光学计算，在可预见未来都将是电芯片和光子混合运算，」沈亦晨说道。PACE 包含 64x64 的光学矩阵，核心部分由一块集成硅光芯片和一块 CMOS 微电子芯片以 3D 封装形式堆叠而成。
2)PACE 的运算速度可达目前高端 GPU 的数百倍
3)同时，硅光对于工艺制程要求也非常低，目前的芯片只需要 65nm，未来的发展也对制程没有特殊需求。
运行循环神经网络，速度是高端GPU的上百倍。
Like
Xiaomi is doing just fine, by gaining market share and making lots of money. Huawei and zte are the companies doing the real research, while under sanctions. Xiaomi is using another strategy to expand market share for Chinese companies while huawei and zte are still under sanctions. When Huawei and zte do break through all the sanctions, xiaomi will still prosper.
Apple's business model is still making tons of money. The real battle in the EV market will be between Huawei and Apple.
Bro Yes it will prosper BUT it is still a mere assembler and that for me its value as a viable company is questionable and may not last within the decade. Its current model anybody can duplicated it and its profit margin is thin. They need to diversify as the mobile phone business is starting to reach a saturation point.
@Tyler bro my opinion its between Tesla, BYD, Geely and the latecomer Huawei. (due to having a 5G advantage in application). Apple is vaporware even if they're able to deliver a product in 2024, it need to beat the likes of NIO and Xpeng first as Apple Car will have the same price range.
@daifo bro IF true it meant that SMIC had received the latest ASML NXT 2050i DUVL and it validate @foofy previous post.
Chinese semiconductor industry
From zhihu. Huahong Grace got one. SMIC got one. They are keeping low profile. 猛练自然强 (作者) 回复知乎用户03-06 是，当时我还想报到一下2050movein的事，被大佬直接叫停谁都不准说。所以圈外的人都不知道SMIC第一时间就搞来全世界第三台NXT2050i 。前两条是T厂和M公司 2回复踩 举报 猛练自然强 (作者) 回复知乎用户03-06...- foofy
- Post #4,017
- Apr 5, 2021
- Forum: Members' Club Room
- F
Chinese semiconductor industry
China already got their ASML Nxt2050i- foofy
- Post #4,014
- Apr 5, 2021
- Forum: Members' Club Room
TWINSCAN NXT:2050i
The TWINSCAN NXT:2050i is a high-productivity, dual-stage immersion lithography tool designed for volume production 300 mm wafers at sub 5 nm nodes.
What ? Apple is not guaranteed to be vaporware. Be careful before hedging your bets against a company with 200 billion Dollars plus in cash. They can get to the spot with a small Acquisition spree. The brand identity is one of the most powerful.
- Status