IDK how fabs make their decisions, I only know that making more fabs while your current fabs are burning millions an hour for nothing is a pretty bad idea.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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who? or fake news? I suspected Phytium.
This week, a major domestic chip manufacturer officially released and delivered a brand-new CPU processor. The processor has performance comparable to intel i7, and the turbo frequency reaches 3.8Ghz, and released a new domestic operating system, since then, purely domestically made pcs and notebooks have been put on the shelves, and the internal CPU, graphics card, memory and operating system are all purely domestic.
This week, a major domestic chip manufacturer officially released and delivered a brand-new CPU processor. The processor has performance comparable to intel i7, and the turbo frequency reaches 3.8Ghz, and released a new domestic operating system, since then, purely domestically made pcs and notebooks have been put on the shelves, and the internal CPU, graphics card, memory and operating system are all purely domestic.
Horizon Robotics CEO says NIO's new brand will use its chips
Nov 9, 2022 15:41 GMT+8
The helmsman of China-based chipmaker Horizon Robotics said NIO will use its chips in one of its sub-branded models, confirming an earlier rumor.
Horizon Robotics entered into a partnership with NIO last week that will see one of the latter's new brand's models use its products, the chipmaker's CEO Yu Kai said in a presentation at the 2022 China Auto Forum today, according to a video replay seen by CnEVPost.
Yu did not provide more details on the partnership, though the new NIO brand, likely the sub-brand of the electric carmaker codenamed ALPS, will likely use Horizon Robotics' Journey 5 self-driving chip.
In May, XEV Lab, a WeChat account focused on the smart car industry, reported that .
If things go well, the chip could potentially be in mass production on NIO-owned models in the fourth quarter of 2023, the report said.
Horizon Robotics was founded in 2015 with backers including Intel, Hillhouse Capital and BYD.
It has shipped more than 1.5 million cumulative processors and has supply agreements with more than 20 car companies covering more than 70 models, according to a statement from the company in late September.
The company is releasing its Journey 2 chip in 2019, the first home-grown automotive-grade AI chip in China. Its Journey 3 chip was previously used by Li Auto in the 2021 Li ONE.
On July 29, 2021, Horizon Robotics launched the Journey 5 chip and plans to launch the Journey 6 chip in 2023.
NIO is currently using the NIO Adam supercomputer on its NT 2.0 platform-based models -- the ES7, ET7 and ET5 -- which is comprised of four Nvidia's Drive Orin self-driving chips with a total computing power of 1,016 TOPS.
The company confirmed on August 12 last year that it through a sub-brand, saying that preparations for this have been accelerated and a core team has been established.
The use of self-driving chips from local suppliers on the sub-brand will help reduce costs. A single Journey 5 chip can deliver up to 128 TOPS of computing power.
In May, the Hefei Economic Development Zone signed a cooperation agreement with NIO on NeoPark Phase II and key core components supporting projects, according to .
The project, covering 1,860 mu (1.24 square kilometers), will introduce intelligent electric vehicle products from NIO's new mid- to high-end brand and is scheduled to be completed and put into production in 2024, according to the article.
The new brand will compete with car companies including Tesla and Volkswagen, the article noted, adding that its core team is now built and the first products are already in key development stages.
In addition to the partnership with NIO, the Horizon Robotics CEO also mentioned that its chip products will be equipped in Volkswagen's vehicles in the next 1-2 years.
On October 13, Cariad, the software subsidiary of the Volkswagen Group, and Horizon Robotics announced they in which Volkswagen plans to invest about 2.4 billion euros for a 60 percent stake. The deal is expected to close in the first half of 2023.
They say "manufactured with a 10nm process". I would exclude TSMC (they have 7nm), it could be Samsung with 11nm, but very probably is a domestic foundry, so the only one can be SMIC.
It means SMIC can produce 10nm in volumes. This is very sensible news, it was announced volume production for 14nm, now this would be a big improvement if confirmed.
If SMIC produces for Phytium, because the latter is in entity list, the only way SMIC can do this while (tentatively) avoid US ire is by using fully de-americanized production line. This would be huge news if confirmed.
They simply bet on the wrong horse here.
I admit blocking China AI development is a juicy target for someone in Washington, but technically (sorry but reality does exist) is an ill posed problem.
AI software is not bannable, the large majority is open source, the remaining part China is fully able to write it by itself. AI algorithms are in the open on as soon as they are invented. They say they are mulling limiting AI software, I'm really curious to see what they will come up with, because it seems mission impossible to me.
AI hardware is not an enabler, is good and convenient to have a very fast AI accelerator, but if you don't have that, with a lot of money and resources you can workaround it with what you have. Maybe in an inefficient and costly way, but at the end of the day who cares? This is not the point here.
i7 from 5th gen ? or the more recent 10th and 12th gen Intel lineup.
With the glut, fewer customer and the economic downturn surely TSMC is not crazy to spend such amount for a vanity project, or maybe they're confident about their 2nm chip coming online in 2025-2026?
2 hours ago (Nov 09, 2022 02:12AM ET)
© Reuters. FILE PHOTO: A logo of Taiwan Semiconductor Manufacturing Co (TSMC) is seen at its headquarters in Hsinchu, Taiwan August 31, 2018. REUTERS/Tyrone Siu
(Reuters) -Taiwan Semiconductor Manufacturing Co Ltd is preparing for another multibillion-dollar factory investment in Arizona in the United States, the Wall Street Journal reported on Wednesday, citing sources.
TSMC, a major Apple Inc (NASDAQ:) supplier and the world's largest contract chipmaker, plans to announce in the coming months that it will build a cutting-edge semiconductor plant north of Phoenix, the report said.
The scale of this investment is expected to be roughly similar to the $12 billion it committed two years ago, it added.
The Taiwanese chipmaker's new facility would manufacture the so-called 3-nanometer transistors, the WSJ report said.
Last year, Reuters had reported TSMC's plans to build several more chipmaking factories in Arizona beyond the current one, including discussions about whether the next plant should be a more advanced facility that can make chips with 3-nanometer chipmaking technology compared to the slower, less-efficient 5-nanometer technology used for the first factory.
TSMC did not immediately repond to a Reuters request for comment.
The United States has been encouraging foreign tech firms to manufacture in the country and also vigorously supporting local research, development and manufacturing after passing its CHIPS Act.
While the chips sector is already bracing for waning demand as red-hot inflation squeezes spending, Taiwan faces a tougher situation - sandwiched between its largest export market China and its main international backer and arms supplier, the United States - especially as Beijing steps up military pressure to force Taipei to accept Chinese sovereignty claims.
Chip maker TSMC plans multibillion-dollar Arizona factory expansion - WSJ
(Reuters) -Taiwan Semiconductor Manufacturing Co Ltd is preparing for another multibillion-dollar factory investment in Arizona in the United States, the Wall Street Journal reported on Wednesday, citing sources.
TSMC, a major Apple Inc (NASDAQ:) supplier and the world's largest contract chipmaker, plans to announce in the coming months that it will build a cutting-edge semiconductor plant north of Phoenix, the report said.
The scale of this investment is expected to be roughly similar to the $12 billion it committed two years ago, it added.
The Taiwanese chipmaker's new facility would manufacture the so-called 3-nanometer transistors, the WSJ report said.
Last year, Reuters had reported TSMC's plans to build several more chipmaking factories in Arizona beyond the current one, including discussions about whether the next plant should be a more advanced facility that can make chips with 3-nanometer chipmaking technology compared to the slower, less-efficient 5-nanometer technology used for the first factory.
TSMC did not immediately repond to a Reuters request for comment.
The United States has been encouraging foreign tech firms to manufacture in the country and also vigorously supporting local research, development and manufacturing after passing its CHIPS Act.
While the chips sector is already bracing for waning demand as red-hot inflation squeezes spending, Taiwan faces a tougher situation - sandwiched between its largest export market China and its main international backer and arms supplier, the United States - especially as Beijing steps up military pressure to force Taipei to accept Chinese sovereignty claims.
It's depends on market demand I think. TSMC is just a short but important parts of semiconductor supply chain.With the glut, fewer customer and the economic downturn surely TSMC is not crazy to spend such amount for a vanity project, or maybe they're confident about their 2nm chip coming online in 2025-2026?
Chip maker TSMC plans multibillion-dollar Arizona factory expansion - WSJ
2 hours ago (Nov 09, 2022 02:12AM ET)
© Reuters. FILE PHOTO: A logo of Taiwan Semiconductor Manufacturing Co (TSMC) is seen at its headquarters in Hsinchu, Taiwan August 31, 2018. REUTERS/Tyrone Siu
(Reuters) -Taiwan Semiconductor Manufacturing Co Ltd is preparing for another multibillion-dollar factory investment in Arizona in the United States, the Wall Street Journal reported on Wednesday, citing sources.
TSMC, a major Apple Inc (NASDAQ:) supplier and the world's largest contract chipmaker, plans to announce in the coming months that it will build a cutting-edge semiconductor plant north of Phoenix, the report said.
The scale of this investment is expected to be roughly similar to the $12 billion it committed two years ago, it added.
The Taiwanese chipmaker's new facility would manufacture the so-called 3-nanometer transistors, the WSJ report said.
Last year, Reuters had reported TSMC's plans to build several more chipmaking factories in Arizona beyond the current one, including discussions about whether the next plant should be a more advanced facility that can make chips with 3-nanometer chipmaking technology compared to the slower, less-efficient 5-nanometer technology used for the first factory.
TSMC did not immediately repond to a Reuters request for comment.
The United States has been encouraging foreign tech firms to manufacture in the country and also vigorously supporting local research, development and manufacturing after passing its CHIPS Act.
While the chips sector is already bracing for waning demand as red-hot inflation squeezes spending, Taiwan faces a tougher situation - sandwiched between its largest export market China and its main international backer and arms supplier, the United States - especially as Beijing steps up military pressure to force Taipei to accept Chinese sovereignty claims.
It's like banning Java
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