Chinese semiconductor industry

Status
Not open for further replies.

tokenanalyst

Brigadier
Registered Member
Reading the comments seems there is still a lot of performance improvement possible with better driver software.
Is incredible to at least see a third party discrete GPU in the market after almost a decade and a half of the Duopoly of Nvidia-AMD. Performance issues could be solved by optimizing the drivers and would be even faster if they open source the drivers or the API, I could see this card drivers getting embedded in Linux as default.
 

BlackWindMnt

Captain
Registered Member
Is incredible to at least see a third party discrete GPU in the market after almost a decade and a half of the Duopoly of Nvidia-AMD. Performance issues could be solved by optimizing the drivers and would be even faster if they open source the drivers or the API, I could see this card drivers getting embedded in Linux as default.
Yeah open sourcing the driver would definitely help, it bought a lot of good will when AMD did it. It would also probably help Open Harmony adaptation.

Yeah seeing a third player and hopefully more Chinese players in the GPU market will hopefully reinvigorate the market. Nvidia has been f***ing gamers for years now with their extreme prices.
 

paiemon

Junior Member
Registered Member
Could be that US toolmakers are trying to get around the restrictions by establishing franchises and moving production to SE Asia, removing "US persons" from production, maintenance and even design. The problem would be parts and components but my guess maybe parts-materials producers can do the same or tools makers could avoid using US made parts or components by buying those in Asia and Europe.​
That sounds like the spinoff approach ARM took with ARM China to handle all the activities at arm's length (no pun intended) without involving the parent company or the US in this case while the parent company just collects the money and sidesteps entanglements/politics that result from doing business. Logical solution to retain market access but since they didn't come out and announce it to the world like ARM did it's anyone's guess.

Are LAM, KLA, and AMAT getting licenses to sell or something? Also it's done through their SE Asia subsidiaries it seems.
Well, since as of right now there are no restrictions on what Japanese and European companies can sell to China, KLA/LAM/AMAT/etc are probably arguing in their license applications that denying them would just be throwing money away since the same/similar thing can be obtained from somebody else. It is up to export control officers to take these facts and the new rules into account when making determinations.

Anyways, the bottom line is that US companies will use every legal option available to them to stay in the game even if they have taken quiet a few punches to the face. No matter you package it, this is a middle finger to the US government.
 

tonyget

Senior Member
Registered Member
For Chinese AI development,it's important that Chinese GPU makers can step up,although the other important component for AI training HBM is still missing
 

tonyget

Senior Member
Registered Member
Please, Log in or Register to view URLs content!

Very interesting video from Shenyang Institute of Automation on water guided laser tooling. Apparently both SMEE and CIOMP are their client,for some SIC parts tooling.

蜂蜜浏览器_2023-02-14_131320.jpg



The video also mentioned about tooling for radar components,which is made of carbon-metal composite. Also,they cut tiny slots for radar antenna,they already did tens of thousands according to the video


蜂蜜浏览器_2023-02-14_131609.jpg

蜂蜜浏览器_2023-02-14_131621.jpg
 
Status
Not open for further replies.
Top