Chinese semiconductor industry

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tokenanalyst

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Imagine being a executive in china and putting billion of dollars of investor money trusting this Americans companies, spending valuable research time using US technologies, just to lose everything with the stroke of a pen by an idiot in Washington that doesn't even understand what capacitance is.
Imagine being a executive in the U.S. and putting billions of dollars of investor money in China, spending decades hard earning the trust of costumers and building a hard earned reputation, just to lose everything with the stroke of a pen by an idiot in Washington that doesn't even understand the industry.
Imagine being Chinese in the US and being treated like second class and being treated basically like a potential terrorist, just because your knowledge and wanting to advance your career. Again by an idiot in Washington that doesn't even understand the industry.
Imagine the executives of SK and Taiwanese foundries that invested a lot of money counting on Chinese clients to help to pay that investment fast in the future.
Dude I think there are more people angry than the people of this forum.

And that is the problem I think this politicians do not understand the industry that they are trying to legislate-get control over. They are going to wreck the entirety of the semiconductor industry probably without accomplish none of their goals.
 
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theorlonator

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Japanese companies fear an even greater hit if they join. Chip-making equipment is now Japan’s second largest export sector, with total exports reaching roughly ¥3 trillion in the first nine months of the year, a nearly 30% increase over the same period last year. Nearly a third — ¥970 billion — goes to China and would be threatened by a similar embargo.

Hehe
 

olalavn

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Japanese companies fear an even greater hit if they join. Chip-making equipment is now Japan’s second largest export sector, with total exports reaching roughly ¥3 trillion in the first nine months of the year, a nearly 30% increase over the same period last year. Nearly a third — ¥970 billion — goes to China and would be threatened by a similar embargo.

Hehe
hahaha, how disassembled? when both these countries are importing semiconductors from China
 

henrik

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China's first "multi-material, cross-scale" photonic chip production line is in preparation and is expected to be completed in Beijing in 2023, which can meet the needs of communications, data centers, lidar, microwave photonics, medical testing and other fields, and is expected to fill China's A blank in the field of photonic chip foundry.​


 

paiemon

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Nvidia offers new advanced chip for China that meets U.S. export controls.​


A distributor website in China detailed the specifications of the A800. A comparison of the chip capabilities with the A100 shows that the chip-to-chip data transfer rate is 400 gigabytes per second on the new chip, down from 600 gigabytes per second on the A100. The new rules restrict rates of 600 gigabytes per second and up.
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See, this is what I don't understand. Couldn't you just run more of these chips in parallel with some software optimization if you wanted to achieve the same performance as the A100. I couldn't tell from the article, but based on how quickly Nvidia throttled it, was it a software throttling of an A100 to downgrade to an A800? If so, whats stopping someone in China from basically "unlocking" it with the right skills?
 
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