It was Sugon that got sanctioned. Now it’s Inspur turn. But I doubt that they will stop selling cpu to Inspur.
Sugon still selling Intel/Amd server after the sanctioned.
And sales is growing.
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Chinese semiconductor industry
- Thread starter Hendrik_2000
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Sugon still selling Intel/Amd server after the sanctioned.
And sales is growing.
Yeah they are going to get crazy. They will have to put Marco Rubio and Tom Cotton in psych ward.
The clear target here is the Chinese cloud and AI market. I wrote just yesterday that Intel and friends are a long term liability. Longson and others could replace Intel somehow, but the problem is the volume. I'm not sure SMIC can produce enough CPU for the explosive and growing Chinese market.
Eventually Chinese IC designers like Longson, Pythium, etc may just focus on the server market and tape out CPU customized for datacenters, and leave the PC and consumer market to Intel and AMD, so to optimize the return from the not so big wafer volume by SMIC in the advanced nodes.
Consumer PC market will be the last one to be attacked by US, because numbers are big and startegically is not so critical like the cloud and AI.
China have enough asml DUVi.
I feel like whole of Global South is depending on SMEE to deliver SSA800 and its subsequent upgrades...
I've done this calculation several times already. There is plenty of SMIC capacity for server/desktop CPUs and AI GPUs. And even if it's not enough, they will get there as they qualify more domestic SMEs and source 2nd 2nd hand AMAT/Lam equipment. One big issue is that AI GPUs require probably 7nm production and it's unclear to me if SMIC has mastered the yield on complex 7nm chips. I'm going to assume no unless I see evidence otherwise.
Another thing to keep in mind is that Hygon/Zhaoxin CPUs are still being produced by TSMC IIRC, so it's not like SMIC even has full lock on it. And on top of that, all the non-entity list tech companies can still get their chip design manufactured by TSMC and Samsung. So, what they need to do is to fast track all the server CPUs they need for the next 2 years.
absolutely not, they will probably have enough ASML DUVi for their SN2 expansion. What they currently lack is all those AMAT/Lam equipment. I assume they are trying to source it right now and qualifying other SMEs
exactly, we will find out soon what their production capability is.
Nothing, actually. They are too busy with balloon reports.
If I remember, 1-2 months ago havok said something along the lines that the delays were due to the supplier issues rather than the machine itself for the last couple years.
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