Again, why are we still doing Chinese grievance against some stupid dude's tweet? China will be fine. We don't need tweet other people's positive takes to know it's fine. There are plenty of evidences in this thread.
On other news.
Looks like Phytium will do certain presentation of their product to celebrate the 20th National Congress. I really don't care about the nationalistic nonsense. More important, I anticipate they will use this time to announce their new products as a way to tell the world that China is doing well in locally designed chips. I would expect other companies like Hygon and Zhaoxin to do the same.
in terms of moving domestic companies/infrastructure to using Chinese chips. Report here about Phytium CPUs being used in over 40 power stations around China.
There really is huge demand for SMIC right now. You can't build suitable CPUs unless its 14 nm process these days. And right now, only SMIC SN1 plant is capable of producing 14n nm chips at a high yield. SMIC is well served to use this opportunity to push forward on more Finfet capacity.
Just to talk about important of 14nm and N+1 and N+2 production. We already know that SMIC's N+1 is like 8 nm and many of the recent AI chips they have uses 7nm process. As such, N+1 is sufficient for most current generation CPU/GPU need. N+2 and N+2 improved would be sufficient for next few years. As it turns out, you can produce pretty good AI chips even with 14nm process. This was discussed a month ago.
At the time, Moffett's S30 chips were able to achieve outstanding numbers using high sparsity algorithm. Not only that, it has much lower heat consumption than its competitors. I don't quite understand how it achieved these numbers, but it shows you don't need to pack 77 million transistors (like on BR100) to be high performing.
Right on queue, Moffett will now be working with Inspur to get its products out.
