Chinese semiconductor industry

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caudaceus

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Btw, Chinese OS is a real issue. That's why the push for replacing Western computers is a much harder issue than what we previously discussed. Back when this first came up in May, there was a lot of question about who can actually fill this mandate. The market is huge. 50 million desktop will need to be replaced! That's a lot of computers.

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There were speculations about Huawei and Lenovo supplying the computers. Who will be producing the CPUs and that included Kirin, LoongSon, Zhaoxin, Phytium, Hygon and others. Even for software, there questions about which OS to use. Regardless of the answer, I think the party that wins most of these orders will have a lot of resources and money to become a serious player in CPU world and OS world. All the software developers in China will be developing to this OS. I don't think there is any reason to limit this to one vendor, but they will all need to use domestic chip producer for sure.

We know up to this point, Phytium orders for a couple of million CPUs for SMIC is probably among the larger advanced node orders. 50 million will take up a good portion of SMIC SN2 production over the next 2 years.

Recently, a 100% domestic computer called PT620L3 was offered using Loongson 3A5000 CPU which probably uses SMIC's 12 nm process and UOS operating system. Seems like aiming to fill the criteria of completely domestic. No idea how good or usable it actually is.
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Hopefully good enough for most of secretarial works and push all resource hungry apps to cloud as SaaS
 

Jianguo

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Ultimately the way to win this kind of race is to run faster.
Lol, I used this exact phrase in this thread before. I don’t think the US is stupid for trying to slow down progress with these games, but I hope they realize that they are only creating their own competition with these moves.
I for one am betting the farm that the US administration will NOT realize this and will continue ramping up sanctions and doubling down, tripling down, quadrupling down. The semiconductor sanctions are a complete failure and yet these policies not only continue unabated but are intensifying. In 2010, when Google voluntarily left China, this paved the way for China's own tech ecosystem to grow. It basically now had an internal monopoly that given its technical capabilities and billion plus market, guaranteed success. Succeed it did and out of it grew the core of China's tech industry. Now, we have the same situation playing out again except China is in a WAAAYYYyyyyy stronger situation with an overwhelming global semiconductor marketshare, where they already have the major mainstream semiconductor process nodes mastered. What are the idiots at the US state department thinking? How do degrees in the Humanities explain the level of stupid that policies like this display?
 

ansy1968

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Lol, I used this exact phrase in this thread before. I don’t think the US is stupid for trying to slow down progress with these games, but I hope they realize that they are only creating their own competition with these moves.
Bro they ban Nvidia 7nm GPU chips while Biren had just launched their 7nm GPU, now they exempt SK and Samsung from importing US equipment use in their FABS in China while restricting the Chinese from getting 14nm and below when the Chinese themselves had already indigenized the whole 14nm tech and its production process...lol the more they restrict the more surprise they get and they will not admit defeat and keep on restricting until they isolate themselves completely....lol

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Staedler

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I'm not a software guy but I never understood why not just use a Linux OS? There are Chinese-developed distros out there already:

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Most people are casual users. In that realm, most Linux-based OSes are still behind in terms of UI experience and application support. In addition, the general public has a huge amount of inertia - they use what they are familiar with. They're not going to consider computers using alternative OSes unless there is a pressing need or massive advantage. We may argue national security, but the common consumer likely doesn't care. In a sense, they are "locked" into the Windows/Mac ecosystem.

Any Chinese-developed distros would likely not have been developed and optimized as much as the popular OSes. That can be rectified, but it would take time and focus. That is made more difficult by OS development being one of the smaller fields within software development - hence proportionally less talent and capital.
 
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