Where will Hygon and Phytium be fabbing their chips? SMIC 14nm?
I just look up international math Olympiad result (for high school students). Russians are still ranking very high. Students in Russia are given a very strong technical background and they don't learn men can give birth to babies in high school or how to use pronoun correctlyCertainly in the soviet past. But today? i doubt that. But perhabs you know more than i do about this.
This CNBC article mentions that there were meetings betwen representatives of the chinese government and the chinese chip industry. Does anyone knows more about it?
Chinese companies should have R&D centres in Russia to make use of Russia's human capital. Huawei has a Russian research institute. But does Russia actually have any existing IP or manufacturing capacity that it could supply to China?I just look up international math Olympiad result (for high school students). Russians are still ranking very high. Students in Russia are given a very strong technical background and they don't learn men can give birth to babies in high school or how to use pronoun correctly
There was some collaboration between ROSELEKTRONIKA and CETC, but seeing how unprepared the Russian military was in term of electronics, communications and drones for Ukraine I guess the collaboration wasn't deep enough.Yeah, no...
Russia can use Chinese semiconductors equipment if it wants and in exchange it can supply some semiconductor materials. However "build a joint semiconductor industry", no.
Russia and "joint" programs don't match
Russia can supplement China with the world's leading mathematical and physical scientists, that's what China lacks is to bring those theories and practices... I'm hoping they will match works like project CR929...Yeah, no...
Russia can use Chinese semiconductors equipment if it wants and in exchange it can supply some semiconductor materials. However "build a joint semiconductor industry", no.
Russia and "joint" programs don't match
Certainly in the soviet past. But today? i doubt that. But perhabs you know more than i do about this.
This CNBC article mentions that there were meetings betwen representatives of the chinese government and the chinese chip industry. Does anyone knows more about it?
Sir maybe a coincidence since Intel is treading waters regarding its PC sales.It should be quite normal for MIIT to be having meetings with different local players to assess the impacts of the new sanctions. There will clearly be some impact. The issue with Bloomberg article is that they singled YMTC out and made it sound like it was about to collapse and interviewed with renowned doom sayers. Especially with ASML comment, that was a verifiable lie. If these Chinese firms have any guts, they should be hiring lawyers for defamation suits against Bloomberg. Too bad these people are not media savvy at all.
Anywhere, just to put China's domestication effort into perspective. Here is the latest bid for China mobile.
In the recent 3 rounds of procurement (7 to 9th round), about 61% of computers were using Chinese CPUs (41.08% from Hygon and 19.95% from Kunpeng). The procurement of Chinese CPUs is increasing. In the 1st to 6th round, Hygon was just 11.36% market share and Kunpeng was 15.05%. Overall through 9 rounds, Hygon is up to 20.90% and Kunpeng is up to 20.53%. So even at large SOE like China mobile, they still have quite a bit to go to reach 100% domestic CPU production.
According to this Phytium article , they will be presenting their product at China mobile's 10th global partner conference. Weird that their chips are not been procured by China Mobile for PCs.
Provincial governments are likely to be using a higher % of Chinese CPUs.
It says here that 32 province/cities (I think 33 in total in China?) and 128 ministries are using Phytium CPUs. It's like that Hygon is seeing even a larger %.
Tech war: YMTC sends message of compliance after Washington puts China’s largest memory chip maker on watch list
Yangtze Memory Technologies Co (YMTC), added to a trade watch list by the US government two weeks ago, has highlighted its compliance “across the globe” in the first public statement by China’s largest memory chip maker since Washington imposed sweeping export restrictions. YMTC initially kept its own counsel after it was added to the “unverified list” by the US Bureau of Industry and Security on October 7. The company can be removed from the list if it provides the US government with more details about the end users of its products. If it does not comply, it will be added to the Commerce Bureau’s Entity List, subjecting it to strict US export controls. YMTC’s statement late on Thursday, which included a denial that it had met with the Chinese government on US restrictions, indicates that the memory chip maker wants to avoid further punishment by Washington. “YMTC is a commercial entity that follows global, market-based and compliant concepts,” said the company. “We’ve always adhered to the principle of legal and compliant operation across the globe since establishment.”