Chinese semiconductor industry

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tokenanalyst

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Loongson Zhongke general-purpose SOC chip Loongson 2K2000 taped out successfully

Recently, Loongson Zhongke announced through its official WeChat that its general -purpose SoC chip, Loongson 2K2000 , has completed preliminary functional debugging and performance testing in December 2022 , and has reached the design goal. The solution debugging has been fully launched and will be launched for trial in the near future.

According to reports, Loongson 2K2000 adopts Loongson's self-developed Dragon architecture platform, which integrates two LA364 processor cores, 2MB shared L2 cache, and a typical operating frequency of 1.5GHz . At 1.5GHz , the SPEC2006INT (base) single- core fixed / floating point score reaches 13.5/14.9 points.

Loongson 2K2000 also integrates Loongson's self-developed LG120 GPU core, which further optimizes graphics algorithms and performance.

In terms of I/O interface, Loongson 2K2000 integrates 64 -bit DDR4-2400 (support ECC ), PCIE3.0 , SATA3.0 , USB3.0/2.0 , HDMI and DVO display interface ( HDMI+DVO ), GNET and GMAC network interface , audio interface, SDIO and eMMC and other interfaces.

In terms of characteristic modules and interfaces, Loongson 2K2000 integrates safe and trusted modules, Rapid IO , TSN , CAN and other characteristic industrial interfaces.

In terms of packaging and power consumption, the plastic package version of Loongson 2K2000 adopts FC-BGA883 package, the chip size is 27 × 27mm , and supports high-level packaging. Preliminary test results show that the power consumption of Loongson 2K2000 is about 9W in high-performance mode and about 4W in balanced performance mode .

Loongson Zhongke said that it will develop a series of SOC chips for different segments on the basis of the Loongson 2K2000 design platform. In addition, the launch of Loongson 2K2000 marks the formation of a CPU based on Loongson's independent command system LoongArch (referred to as Loongarchitecture), consisting of Loongson 1C102 , 1C103 , 2K0500 , 2K1000LA , 2K1500 , 2K2000 , 3A5000 , 3C5000 , 3D5000 , etc. High complete series.

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When did you ever see oscilloscope look like this?

https://cloud-assets-brwq.oss-cn-heyuan.aliyuncs.com//lianxun0717/uploads/20220723/d019a4b151df7c28c1bd86f911a8e4ca.png

1673901070560.png
 

theorlonator

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Dutch trade minister: won't summarily agree to U.S. rules on China exports
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The Netherlands may be actually fighting for their national interests for once. Nevertheless, the US will continue to put pressure on ASML, so there are no guarantees for how long this stance will continue.
There's power when you have a coalition working together. Japan, Korea, Europe and ought to tell the US together that the US is nuts.
 

BoeingEngineer

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In their crystal ball, they see memories moving to China, Intel building its last fab​


"Their first warning went to the companies currently cranking out semiconductor memories, feeding the seemingly insatiable demand for solid-state storage. China has already been working hard to build DRAM factories, they indicated, and a trade war with the United States will likely push that effort into a higher gear.

Said Cliff Hirsch, publisher of
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: “I think the real question is what do
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,
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,
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do when their fabs are sitting idle because China has taken over the memory business.”

"What does it cost to build a fab? Fourteen billion. How much cash does Intel have now? Fourteen billion. So they have just one more shot at this."
 

BoeingEngineer

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TSMC Capex for 2023 down to $32-36 billion. Even 2022 ended up being $36 billion which is a lot less than the original projection of over $40 billion.

In practical terms, I think this just means more delivery slots at ASML are open in 2023 as well as in other tools makers.

2023 is going to be much worse for TSMC and UMC because the recession will drop the demand massively for them !!

Only China will have huge growth, owning to its domestic push get rid of western tech !!
 

hvpc

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In their crystal ball, they see memories moving to China, Intel building its last fab​


"Their first warning went to the companies currently cranking out semiconductor memories, feeding the seemingly insatiable demand for solid-state storage. China has already been working hard to build DRAM factories, they indicated, and a trade war with the United States will likely push that effort into a higher gear.

Said Cliff Hirsch, publisher of
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: “I think the real question is what do
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,
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,
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,
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, and
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do when their fabs are sitting idle because China has taken over the memory business.”

"What does it cost to build a fab? Fourteen billion. How much cash does Intel have now? Fourteen billion. So they have just one more shot at this."
?? This does not reflect the state if domestic memory fabs. This is not we are seeing and hearing.

first, the article you referenced is from 2018. Much has changed since then. If you haven’t noticed, the same fear discussed in that article is a big motivator behind US government’s various actions to stymie Chinese memory fabs’ progress.

the situation now is totally different from 2018.

In fact, this is not publicly well known, but there were actually talk of cutting workforce as a result of US’s tightening sanction last October. Domestic memory fabs are starting to feel the impact of American WFE pulling out last October. The negative impact to their production capability and capacity will continue to grow bigger. Replacing American equipments with domestic ones won’t happen over night and won’t happen fast enough. Pushing into higher gear doesn’t seem realistic at the moment. I think we will hear news of layoff at CXMT or YMTC this year before we see them kick into higher gears.

many will laugh at the above, but we can revisit this speculation of mine at the end of this year.
 
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tphuang

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In their crystal ball, they see memories moving to China, Intel building its last fab​


"Their first warning went to the companies currently cranking out semiconductor memories, feeding the seemingly insatiable demand for solid-state storage. China has already been working hard to build DRAM factories, they indicated, and a trade war with the United States will likely push that effort into a higher gear.

Said Cliff Hirsch, publisher of
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: “I think the real question is what do
Please, Log in or Register to view URLs content!
,
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,
Please, Log in or Register to view URLs content!
,
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, and
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do when their fabs are sitting idle because China has taken over the memory business.”

"What does it cost to build a fab? Fourteen billion. How much cash does Intel have now? Fourteen billion. So they have just one more shot at this."
ok bud, you really have to stop posting stuff that is clearly not happening.

Just a suggestion. We are already overly optimistic here. I don't want SDF to turn into a forum of people high on delusions.

?? This does not reflect the state if domestic memory fabs. This is not we are seeing and hearing.

There were talk of cutting workforce as a result of US’s tightening sanction last October. Domestic memory fabs are starting to feel the impact of American WFE pulling out last October. The negative impact to their production capability and capacity will continue to grow bigger. Replacing American equipments with domestic ones won’t happen over night and won’t happen fast enough. Pushing into higher gear doesn’t seem realistic at the moment. I think we will hear news of layoff at CXMT or YMTC this year before we see them kick into higher gears.

many will laugh at the above, but we can revisit this speculation of mine at the end of this year.
hmm, I think most of us would say CXMT likely has been affected the most by the sanctions. We are still waiting to find out more about YMTC, but continued product announcements leads me to think they are at least able to sustain their production level.

Given the amount of 7nm GPUs coming out last year, I wonder if it'd warrant some consolidation.
Yes, generally these startups are likely going to get swallowed up by bigger tech firms. The only question is who sticks around. The only one I think will definitely stick around is Moore Threads. It has a captive market with no competition
 

BoraTas

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Dutch trade minister: won't summarily agree to U.S. rules on China exports
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The Netherlands may be actually fighting for their national interests for once. Nevertheless, the US will continue to put pressure on ASML, so there are no guarantees for how long this stance will continue.
I wonder if it is China trying to find leverage through Germany which the Dutch economy is massively intertwined with.

The problems with US export controls are multiple. They are destroying the global supply chain which is bad for everyone involved, but least bad for the USA. High-profit part of the design industry is highly concentrated in the USA, so every other country is just doing lower-margin stuff. The US will just lose profit margins. We will lose entire businesses. And for what? So that China can't eat some of silicon valley's lunch? Why should we even care about that if the US is not caring about the lunch of the most important Dutch tech company? All that "military development" stuff is nonsense and everyone relevant knows it. They pressured us to not sell EUV, the highest-profit ASML product, but then they sold everything to China.
 

tokenanalyst

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Dutch trade minister: won't summarily agree to U.S. rules on China exports
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The Netherlands may be actually fighting for their national interests for once. Nevertheless, the US will continue to put pressure on ASML, so there are no guarantees for how long this stance will continue.
What really makes the Dutch goverment angry is while ASML was denied of selling their biggest cash grab in China for three years, EUVL machines, US companies were getting export licenses for their most expensive equipment at the same time, that is why ASML revenue in China was reduced to 10%, they were not selling their most expensive monopolized tools and top of that it has accelerated the R&D of EUVL in China. And knowing the US, ASML will be allowed to sell Low NA EUV tools basically when the Chinese develop own Low NA EUV tools or maybe not even then.
 
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