Emulating a complex ISA like X86 is not an easy task, personally i find the ISA a bit intriguing so i hope they succeed.
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Chinese semiconductor industry
- Thread starter Hendrik_2000
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I don't know how many ASIC chips are needed in a single base station, but to have in stock some millions of them could be compatible with a 2023-2024 run-out-of-stock situation for Huawei. Just almost in time for new localized versions to appear.Indeed. A lot of chips go into a basestation than a mobile phone: FPGA or ASIC, memory, converters (inverter, rectifier), power amplifiers, power management IC, RF, analog, RF filters, wireless communication, etc. chips. I'm sure I'm missing some additional chips in the list I provided.
Huawei has easy access to mostly all except their own designed ASIC chip which was on 14nm and/or 7nm. @antiterror13 is correct that 28nm could be used, but I think Huawei/Hisilicon will have to spend more money to design their own 28nm ASIC or use general 28nm FPGA out on the market. It does look like Huawei is trying to come up with something specific and optimal to their needs through heterogeneous integration of multiple 28nm chips for when they run out of their stock of 14/7nm ASIC chips. Of course this method would not have the best power vs performance, which is an important KPI, but this should still be good enough in my opinion.
Another key enabler of 5G basestation is GaN power amplifier which has wider bandwidth and thermal performance. This is why China has been very big in promoting third generation compound semiconductor development in China. From what I've seen, China is leading or on-par with rest of the world on GaN & SiC chips manufacturing capability. So we are okay on this front.
So, ASIC chip and maybe transceiver switches are the only areas that may hinder Huawei's long term dominance in 5G network.
BTW If Huawei could use some existing foundry, like SMIC, I'd guess they would not have any problem with base station even today...but they could not, if they do SMIC will be strongly banned too. So apparently they really need to make the ASIC themselves.
And the problem for Huawei is that there just isn't a foundry anywhere in the world without US equipment and the dream of a China-only foundry is nothing more than a pipe-dream, especially for leading digital logic nodes which means as soon as Huawei's stockpile runs out, there is no more telecom business for HuaweiI don't know how many ASIC chips are needed in a single base station, but to have in stock some millions of them could be compatible with a 2023-2024 run-out-of-stock situation for Huawei. Just almost in time for new localized versions to appear.
BTW If Huawei could use some existing foundry, like SMIC, I'd guess they would not have any problem with base station even today...but they could not, if they do SMIC will be strongly banned too. So apparently they really need to make the ASIC themselves.
Yes, you are correct. Huawei is dead /sAnd the problem for Huawei is that there just isn't a foundry anywhere in the world without US equipment and the dream of a China-only foundry is nothing more than a pipe-dream, especially for leading digital logic nodes which means as soon as Huawei's stockpile runs out, there is no more telecom business for Huawei
Plus, Huawei didn't even explicitly say during their press conference that they were making chips.Yes, you are correct. Huawei is dead /s
dude you cucks cannot even make an obviously "inevitable" doomsday prediction like "Evergrande is gonna collapse. Just 2 more weeks!" Let alone Huawei. I bet the tiny brains in the US economic cycle cannot fathom how it was possible LMAO.Plus, Huawei didn't even explicitly say during their press conference that they were making chips.
Yeah but their actions do say so with this investments and collaboration.Plus, Huawei didn't even explicitly say during their press conference that they were making chips.
There are leaked satellite photos of China's aircraft carriers but yet no leaked satellite photos of Huawei's foundry construction. There just simply isn't a way to make a foundry (especially digital logic) at leading nodes without US or other foreign equipment (and its going to be *years* at the least before its even possible, even at low yields and high costs). Huawei investing in semiconductor companies is largely meaningless.Yeah but their actions do say so with this investments and collaboration.
And the problem for Huawei is that there just isn't a foundry anywhere in the world without US equipment and the dream of a China-only foundry is nothing more than a pipe-dream, especially for leading digital logic nodes which means as soon as Huawei's stockpile runs out, there is no more telecom business for Huawei
Well not so fast!
First of all Huawei is huge and with strongly motivated people and has plenty of resources, then what it counts is what Hawei will be and do in 2024, not now. I would expect that for that time, Huawei will have built some capacity or alone or more probably in JV with someone else.
The key point is if China semiconductor ecosystem will be independent by that date, if it will be, at least for some 28nm or so node, then Huawei will be in the game, and at that point, for the long term.
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