Chinese semiconductor industry

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tphuang

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We will see how things are next year, but Q3 earnings thus far have mostly been really good.
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of the 23 semiconductor company with Q3 earnings report, over 90% have seen their revenue and profits increase. About half of them have seen profit double. Of the 23 so far, 11 have seen profit increase by over 100%, 8 have seen profit increase by 50 to 100% and only 2 did not see increase.

Says there that there is a lot of demand left in the 28 nm (and more mature) market. It represents 70% of the market and will double by 2030. There are significant room for China expand here. They are looking to increase their 28nm production from 15% to 40% by 2025.
 

tokenanalyst

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The first open-source dataset for machine learning applications in fast chip design​



Peking University released the first open-source dataset for machine learning applications in fast chip design
Example of the macro placement algorithm proposed by Google. Credit: Science China Press
Electronic design automation (EDA) or computer-aided design (CAD) is a category of software tools for designing electronic systems, such as integrated circuits (ICs). With EDA tools, designers can finish the design flow of very large scale integrated (VLSI) chips with billions of transistors. EDA tools are essential to modern VLSI design due to the large scale and high complexity of electronic systems.

Recently, with the boom of artificial intelligence (AI) algorithms, the EDA community is actively exploring AI for IC techniques for the design of advanced chips. Many studies have explored machine learning (ML) based techniques for cross-stage prediction tasks in the design flow to achieve faster design convergence. For example, Google published a paper in Nature in 2021 entitled "A graph placement methodology for fast chip design", leveraging reinforcement learning (RL) to place macros in a chip design.
The basic idea is to regard the chip layout as a Go board, while each macro as a stone. In this way, an RL agent can be pre-trained with 10,000 internal design samples and learn to place one macro at a time. By finetuning the agent on each design for around 6 hours, it can outperform the performance of conventional EDA tools on Google's TPU chips, and achieve better performance, power, and area (PPA).

Peking University released the first open-source dataset for machine learning applications in fast chip design
Overall flow for data collection and feature extraction. Credit: Science China Press
To address this issue, the research group from Peking University has released the first open-source dataset, called CircuitNet, which is dedicated to AI for IC applications in VLSI CAD. The dataset consists of over 10K samples and 54 synthesized circuit netlists from six open-source RISC-V designs, provides holistic support for cross-stage prediction tasks, and supports tasks including routing congestion prediction, design rule check (DRC) violation prediction and IR drop prediction. The main characteristics of CircuitNet can be summarized as follows:
  1. Large scale: The dataset consists of more than 10K samples extracted from versatile runs of commercial EDA tools with commercial PDKs (currently in 28nm technology node, and will support 14nm technology soon).
  2. Diversity: Different settings in logic synthesis and physical design are introduced to reflect diverse situations in the design flow.
  3. Multiple tasks: The dataset supports three prediction tasks, i.e., congestion prediction, DRC violation prediction, and IR drop prediction. The dataset includes features widely adopted in the state-of-the-art methods and is validated through experiments.
  4. Easy-to-use formats: Features are preprocessed and transformed into Numpy arrays with restricted information removed. Users can load the data easily through Python scripts.
Peking University released the first open-source dataset for machine learning applications in fast chip design
Three cross-stage prediction tasks: congestion, DRC violations, and IR drop. Credit: Science China Press
To evaluate the effectiveness of CircuitNet, the authors validate the dataset by experiments on three prediction tasks: congestion, DRC violations, and IR drop. Each experiment takes a method from recent studies and evaluates its result on CircuitNet with the same evaluation metrics as the original studies. Overall, the results are consistent with the original publications, which demonstrates the effectiveness of CircuitNet. A detailed tutorial about the experimental setup is available on GitHub. In the future, the authors plan to incorporate more data samples with large-scale designs in advanced technology nodes to improve the scale and diversity of the dataset.

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xypher

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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
Olympiads are olympiads, countries that have strong training centers for such events are usually at the top. The results there do not necessarily correlate with scientific and engineering prowess. For example, it is undeniable that France is a heavy hitter in maths but they are not doing that great in olympiads because there is no system in place for that.

In terms of research and engineering output, we can see that Russia is primarily strong in the fields that it was strong during Soviet times - nuclear physics & engineering, fundamental physics, space, etc. Some of these fields have been stagnating (space) and some are carried primarily by old generation of scientists (esp in fundamental physics), some are still at the very edge like nuclear engineering. Meanwhile if you look at the research & engineering output in AI, telecom, semiconductors, etc., then it is rather lacking. So I think China should seek a win-win cooperation by utilizing Russia's strong points and offering help in the fields where China is at the top.

For semiconductor industry in particular, Russia has rather good optics research, especially in X-Ray optics which would be useful for EUV. On the other hand, China has superior semiconductor fabrication tech. So here are the two areas for win-win cooperation.
 

mossen

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So I think China should seek a win-win cooperation by utilizing Russia's strong points and offering help in the fields where China is at the top.
I can't think of a single area where Russia is ahead of China with the exception of jet engines, but even that gap is probably very small these days (e.g. WS-15 engine being tested on the J-20 fifth gen fighter jet this year).

Olympiads are olympiads, countries that have strong training centers for such events are usually at the top. The results there do not necessarily correlate with scientific and engineering prowess.
This is correct. It's the same with chess winners. The Caucasus nations have historically done very well there because chess is huge in the region. It takes a lot of preparation and effort. If you look at IOM ranking list, you see very advanced countries like Australia, Netherlands way down on the list with countries like Peru or Azerbaijan ahead of them.

I think a better metric would be per capita performance on the Nature Index (elite science). That is a comprehensive measurement of a nation's S&T capabilities.
 

tphuang

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Huawei’s 5G cellphone ready?

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a lot of speculations going on about what chip this is use. Some people are saying this is using Kirin 710A using SMIC 14 nm process. I tend to think that's quite unlikely. Others say this will be stacking SMIC 14 nm and N+1 die together. I'm not sure about that either. This will be an interesting one to watch since it will be the first non low end smartphone to try to use Chinese CPU.
 

siegecrossbow

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a lot of speculations going on about what chip this is use. Some people are saying this is using Kirin 710A using SMIC 14 nm process. I tend to think that's quite unlikely. Others say this will be stacking SMIC 14 nm and N+1 die together. I'm not sure about that either. This will be an interesting one to watch since it will be the first non low end smartphone to try to use Chinese CPU.

Not a flagship phone either way. Frankly a bit disappointing.
 

sunnymaxi

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I can't think of a single area where Russia is ahead of China with the exception of jet engines, but even that gap is probably very small these days (e.g. WS-15 engine being tested on the J-20 fifth gen fighter jet this year).
off topic. i know

Chinese engines have surpassed Russian counterparts in TBO and service life. Chinese also solved the chronic problem of black smoke what Russian engines have been struggling ever since. thanks to advance materials and better manufacturing process.
 
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