Chinese semiconductor industry

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tokenanalyst

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Rotating neurons for all-analog implementation of cyclic reservoir computing​


Hardware implementation in resource-efficient reservoir computing is of great interest for neuromorphic engineering. Recently, various devices have been explored to implement hardware-based reservoirs. However, most studies were mainly focused on the reservoir layer, whereas an end-to-end reservoir architecture has yet to be developed. Here, we propose a versatile method for implementing cyclic reservoirs using rotating elements integrated with signal-driven dynamic neurons, whose equivalence to standard cyclic reservoir algorithm is mathematically proven. Simulations show that the rotating neuron reservoir achieves record-low errors in a nonlinear system approximation benchmark. Furthermore, a hardware prototype was developed for near-sensor computing, chaotic time-series prediction and handwriting classification. By integrating a memristor array as a fully-connected output layer, the all-analog reservoir computing system achieves 94.0% accuracy, while simulation shows >1000× lower system-level power than prior works. Therefore, our work demonstrates an elegant rotation-based architecture that explores hardware physics as computational resources for high-performance reservoir computing.

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Coalescence

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Either way i think Chinese need to accelerate their semi independence efforts, looks like a full American ban is getting closer and closer.

The Joe Biden administration is trying to keep China in check in the global semiconductor industry. The National Security Commission on Artificial Intelligence of the United States recently proposed a policy to ban exports to China of semiconductor manufacturing equipment including DUV equipment for immersion ArF lithography. Under the circumstances, South Korean semiconductor manufacturers in China, including Samsung Electronics and SK Hynix, are expressing concerns because their memory chip plants in China may be affected once the restrictions are actually implemented.

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Damn, they really want to block it that badly, isn't it a better idea for the long term to stifle China's semi-tools industry by capturing their market share? If they completely block it, it will just harm China's semi-tool growth in the short term, but it would get fixed in the long-term, while the move will harm all those semiconductor companies that invested into China and the companies that creates those tools.

I think what might happen is they'll create exemptions for overseas semiconductor companies within China to be able to buy tools to continue their operation, but prevent domestic companies from obtaining them. Either way, it won't stop China's long-term plan for semiconductor independence.
 

Michaelsinodef

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Damn, they really want to block it that badly, isn't it a better idea for the long term to stifle China's semi-tools industry by capturing their market share? If they completely block it, it will just harm China's semi-tool growth in the short term, but it would get fixed in the long-term, while the move will harm all those semiconductor companies that invested into China and the companies that creates those tools.

I think what might happen is they'll create exemptions for overseas semiconductor companies within China to be able to buy tools to continue their operation, but prevent domestic companies from obtaining them. Either way, it won't stop China's long-term plan for semiconductor independence.
It should be clear by now that the people in washington isn't able to consider long-term effects of their actions.

Basically they are short-sighted and only care about now and the very immediate future.
 

hvpc

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It should be clear by now that the people in washington isn't able to consider long-term effects of their actions.

Basically they are short-sighted and only care about now and the very immediate future.
sadly, you are right, they only care about getting reelected in their next election. The MAGA folks buys into the China-bashing tactic, so the politician has to play the game.
 

tokenanalyst

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Damn, they really want to block it that badly, isn't it a better idea for the long term to stifle China's semi-tools industry by capturing their market share? If they completely block it, it will just harm China's semi-tool growth in the short term, but it would get fixed in the long-term, while the move will harm all those semiconductor companies that invested into China and the companies that creates those tools.

I think what might happen is they'll create exemptions for overseas semiconductor companies within China to be able to buy tools to continue their operation, but prevent domestic companies from obtaining them. Either way, it won't stop China's long-term plan for semiconductor independence.
I had been reading some blogs from national security hawks, I think their plan is not just to decouple the United State from China but decouple "national security" from American businesses, they want to defang the industry lobby so they can't influence "national security" policy making in the U.S. and they don't care about losses. Knowing the power and corruptions that lobbies have in the USA this will be a first, they will return the United State to cold war era policies. That will probably hurt U.S. semiconductor industry for petty security gains.
 

Coalescence

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I had been reading some blogs from national security hawks, I think their plan is not just to decouple the United State from China but decouple "national security" from American businesses, they want to defang the industry lobby so they can't influence "national security" policy making in the U.S. and they don't care about losses. Knowing the power and corruptions that lobbies have in the USA this will be a first, they will return the United State to cold war era policies. That will probably hurt U.S. semiconductor industry for petty security gains.
That would actually explain why it seems like business lobbying is unable to influence much like they used to, another example is the tariff exemptions bill taking a really long time to pass, even if their own business leaders are overwhelmingly calling for the removal of tariff. Who are behind these shift? All I know is military contractors and industries will be benefiting the most out of this, and think tankers as well. Are their influence really that strong?
 

ansy1968

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@ansy1968 Those are some pretty interesting takes. I understand your logic, now. Thanks for explaining.

On the tsmc fab, I am still not convinced it will be delayed that much from 2024 to end of 2025. Assuming tool move-in will commence in 2023Q2, this (3 quarters) would leave plenty of time for new personnel to get ready for production. But, that's a big assumption if tools move-in by 23Q2 or if it will be delayed more.

The U-precision volume don't look enough to support entire SMIC's Beijing fab. And it will be too late. Bejing tool move-in is later this year, so it looks like it will be ASML tools, again. Or do you see this differently?
@hvpc bro from my understanding SMIC will do a dual approach strategy, First using ASML equipment in their Shanghai FAB to produce 14nm and 12nm chips at the same time enhancing their core competency in 7nm tech. Second the Beijing FAB will be using indigenous equipment starting at 28nm then proceed to 14nm. That is the planned and I think the following order of ASML equipment will be equipping the new FAB in Shanghai.

Now will that hamper SMIC especially if they supply Huawei from its Beijing FAB IF it become operation? Definitely, so Huawei need to go the IDM route and produce its own chip and here I believed there is a cross pollination between SMIC and Huawei. And one of them is the plan SMIC Shenzhen FAB which will be operation in 2024 and may use local equipment.

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Sep 3, 2021 — HK) will invest $8.87 billion to build a chip plant in Shanghai, ... SMIC's unveiling of the new fab follows similar expansion plans in ...

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Mar 3, 2021 — March 3 (Reuters) - ASML Holding NV (ASML.AS) has extended a deal to sell chip manufacturing equipment to Semiconductor Manufacturing ...
 

tokenanalyst

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That would actually explain why it seems like business lobbying is unable to influence much like they used to, another example is the tariff exemptions bill taking a really long time to pass, even if their own business leaders are overwhelmingly calling for the removal of tariff. Who are behind these shift? All I know is military contractors and industries will be benefiting the most out of this, and think tankers as well. Are their influence really that strong?
Looks like their influence has been growing fast lately especially in the Republican circles and the hawkish Democrats circles, all this China bashing just feed their narrative.
The Biden administration is more "business friendly" but they don't want to appear "China friendly" so they will be careful no to adopt any China policy that could be used against them, they don't want the republicans to adopt the same tactics they used against Trump with Putin. For some reason the out of touch Democrats think the being tough on China and ignoring the economic issues that plague the average American will help them to win elections. I think they are sadly mistaken.
 
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