Chinese semiconductor industry

My speculation is they're using unfinished SMIC 12nm chips and they do the packaging, Can it be done? I want the experts to chimed in, IF true then the stage is set for the Return of the King.


Enjoy 50 is the latest smartphone that bags a new Kirin chipset but the lapse of confirmation has left us in doubts over the use case. However, a recent teardown of this device has brought in some confirmation about the new Kirin chipset that has been awaited.
According to the information coming from a Weibo blogger, Huawei Enjoy 50 has achieved hi Antutu score than its predecessor using the same processor. As the new teardown information reveals that the Huawei phone is using a new Kirin 710 chipset and an upgraded version of the Kirin 710A.
Some tech enthusiast believes that the number model of the Kirin reflects the changes, which are as the following:

1. Kirin 710 (HI6260GFCV100)
2. Kirin 710F (HI6260GFCV101)
3. Kirin 710A (HI6260GFCV131)
4. Kirin 710 New (HI6260GFCV131H)

What’s in the Teardown?​

The teardown shows the image of the processor with a serial number of the Kirin chipset. According to another Weibo tipster, the serial on Kirin chipsets shows the date of the production, which represents year and week.


However, with this chipset, Huawei doesn’t want to show the actual production time and hide some of the crucial information including the origin place, which has been identified previously but not this time.

Therefore, it is surely a new Kirin processor and there’s a high chance of being an upgraded Kirin 710A chip designed for upcoming budget devices.

Huawei Enjoy 50:​

Let’s learn more about the phone that this chipset has been put on. Huawei Enjoy 50equips a 6.75-inch LCD display with HD+ resolution along with a waterdrop notch design. The phone has a dual rear camera of 13MP + 2MP, along with an 8MP camera for selfies. The phone packs a large 6000mAh battery with 22.5W super-fast charging support.

The phone takes care of software user experience with HarmonyOS 2.0 operating system along with Huawei Histen 6.1 sound system for maximum sound capabilities.

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2 days ago — As the new teardown information reveals that the Huawei phone is using a new Kirin 710 chipset and an upgraded version of the Kirin 710A.

Too early to tell. It could be a different bin of the same processor. They could have selected a couple chips which had better performance and clock at higher speed and made this.


Another interesting chart for these US government sponsored idiots who think they can keep China out of the leading edge semi market.
Look at those numbers and tell me where would you place the fabs. Where are the clients who decide which features they need. Where will be the designers trying to satisfy those clients? Can you justify continuing developing ever higher end, more expensive, fabs without the Chinese market?

gelgoog said:

Those comments in the article are pure comedy gold. But all of them miss the point.
These people never heard of Moore's Second Law.

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i.e. "the cost of a semiconductor chip fabrication plant doubles every four years"

See the thing about the US granting 57 billion USD to build fabs? And that not even matching what TSMC can spend?
Now consider the economic "law" above. Why do you think integrated manufacturers like Intel keep vanishing and foundries like TSMC are now the standard? Why do you think several companies have to share a fab? Why does the amount of companies at the leading edge keep shrinking? Why do we need to keep increasing wafer size? It is to keep cost per transistor low enough.

This means whoever has the market and the volume to keep those factories fed will win. Keep them at low utilization rate and you lose money, billions, on each fab. And the US market long since stopped being large enough to justify the latest generation of fabs. At one point Japan's market was large enough too but then it wasn't. China's is still large enough.

View attachment 91416

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I don't anything about how the actual chip really works, but the business part of it, that is very basic.

1. You need money, to make money.

2. You need cash flow to have money.

3. Ergo, no cash flow, no money, no way to make any money nor do R&D, thy ass is bankrupt.

It just seems that the American government, does not understand any of this stuff.

Not the intricacies of the IC industry.

Not how ruthless competition in the tech sector works.

gelgoog said:

AMD EPYC (Naples) had versions up to 32 cores. Not 16.

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SPECINT CPU 2006 is single threaded

A harbinger of things to come, high end smartphone is the first one to be hit, those IPHONE powered by TSMC 3nm need to be price at a reasonable level or risk being placed at storage more than in peoples hand....lol

Look at these way, Samsung midrange is competing against the Chinese and are losing, so they have to concentrate their effort on the high end, with Recession coming both will be hit massively....lol

Samsung would estimate shipments of 270 million smartphones in 2022. 50 million is about 18% of that. It paints a disturbing picture. 18% of all of Samsung’s planned smartphone shipments for the year are currently unsold. Normally, unsold inventory is usually about 10% of total shipments.

This indicates that Samsung may be experiencing low demand for its smartphones. While you might think that the most expensive flagship and high-end devices will be hit hardest, that’s not the case. It is the mid-range Galaxy A series that makes up the vast majority of smartphones in inventory that remain unsold.

Weak demand for Samsung’s affordable devices suggests that people buying phones in this price range are bearing the brunt of the global economic situation. For someone struggling with their finances, buying a new phone, regardless of price, will not be at the top of their priorities.

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2 days ago — In the meantime, Samsung may continue to limit production so that its unsold inventory problem doesn't get out of control. Join the SamMobile ...

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2 days ago — The company may have as much as 50 million unsold devices at global distributors. ... Samsung unsold phones: Which series are affected?
Missing: sammobile ‎| Must include:

The Wuhan based-company has already reached full capacity at a first plant that now churns out 100,000 wafers a month. About two-fifth of these are on 128-layer 3D NAND flash memories — only about one generation behind global leaders Samsung and Micron.

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The Chinese company now plans to bring production online at a second plant as early as the end of 2022 to further increase its global market share. That has already more than tripled from 1.3 per cent in 2019 to nearly five per cent in 2021, Counterpoint Research data shows.

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“Believe me, Yangtze Memory is doing better than most outsiders think,” a veteran chip industry executive who has worked with Samsung, Intel and Micron told Nikkei Asia. “It’s the best example that China can really build a viable player from scratch after many years even under the threat of geopolitical tension. It is still small . . . but it could become somebody in years to come.”

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The Chinese chipmaker is currently installing equipment at the new chip plant, a key step before it goes into production. The factory will eventually have twice the capacity of the first, several people briefed on the matter said. The total capacity for the two factories will reach 300,000 wafers per month and could help YMTC expand its market share to more than 10% globally.

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Gaoce Co., Ltd.: The high-speed silicon carbide diamond wire slicing machine will be sold in small batches​

On June 23, Gaoce released news that its high-speed line-speed silicon carbide diamond wire slicing machine has been certified by many domestic leading customers, and will soon be sold in small batches.

It is reported that its high-speed silicon carbide diamond wire slicing special machine is compatible with 4 inches and 6 inches in diameter, and the loading capacity exceeds 300mm, which can realize simultaneous cutting of multiple ingots, and can increase the production capacity by more than 4 times compared with mortar cutting.



Image source: Gaoce Co., Ltd.

Founded in 2006, Gaoce Co., Ltd. is mainly engaged in the research and development, production and sales of cutting equipment and cutting consumables for high-hardness and brittle materials, and continues to promote diamond wire cutting technology in photovoltaic silicon materials, semiconductor silicon materials, sapphire materials, magnetic materials, etc. Research and development and industrial application in the field of hard and brittle materials processing.

european_guy said:

SPECINT CPU 2006 is single threaded

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If it is single-thread results, then it is indeed a significant development because prior to that Chinese CPUs were slower in terms of single core performance even against older CPUs (like i5-xxx) let alone Zen 1.

gelgoog said:

See the thing about the US granting 57 billion USD to build fabs? And that not even matching what TSMC can spend?

Click to expand...

US granting of $57b does not matter when through stock and credit markets Microsoft, Google and Apple can access trillions.
Why US need three operating systems?. Make it one operating system and direct stock market to firms that built and run FABS. it is stock market that is not functioning properly. Why give $1T valuation to Tesla when it can barely make 500K production of basically uniform vehicles and that with external help after 16 years.

ansy1968 said:

A harbinger of things to come, high end smartphone is the first one to be hit, those IPHONE powered by TSMC 3nm need to be price at a reasonable level or risk being placed at storage more than in peoples hand....lol

Look at these way, Samsung midrange is competing against the Chinese and are losing, so they have to concentrate their effort on the high end, with Recession coming both will be hit massively....lol

Samsung would estimate shipments of 270 million smartphones in 2022. 50 million is about 18% of that. It paints a disturbing picture. 18% of all of Samsung’s planned smartphone shipments for the year are currently unsold. Normally, unsold inventory is usually about 10% of total shipments.

This indicates that Samsung may be experiencing low demand for its smartphones. While you might think that the most expensive flagship and high-end devices will be hit hardest, that’s not the case. It is the mid-range Galaxy A series that makes up the vast majority of smartphones in inventory that remain unsold.

Weak demand for Samsung’s affordable devices suggests that people buying phones in this price range are bearing the brunt of the global economic situation. For someone struggling with their finances, buying a new phone, regardless of price, will not be at the top of their priorities.

Please, Log in or Register to view URLs content!

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2 days ago — In the meantime, Samsung may continue to limit production so that its unsold inventory problem doesn't get out of control. Join the SamMobile ...

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

2 days ago — The company may have as much as 50 million unsold devices at global distributors. ... Samsung unsold phones: Which series are affected?
Missing: sammobile ‎| Must include:

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Click to expand...

This is good chance for Huawei and xiaomi to displace samsung in a big way in the mid range smartphones. This will hamper samsung's cash flow.