Chinese semiconductor industry

ansy1968 said:

@Hendrik_2000

Huawei also has a 7nm GPU, but without TSMC FAB it was place on a backburner. Hope SMIC 7nm N+2 come on line this year, they have a lot of customer lining up to use its node.

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Hendrik_2000 said:

I don't know anything about Huawei GPU But this new GPU is gear more toward AI , Server and Machine learning So it is closer to NVDIA product Here is the spec. GPU is now the trend in industry supplanting CPU So this is a big break for China for once they have a product that can goes toe to toe with NVDIA

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Unlike the

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GPUs announced back in 2019, the new BI models are not specifically designed to compete with the gaming

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and

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models, as they are more tailored towards AI and HPC applications, plus other general purpose uses for the education, medicine and security sectors.

The BI packs 24 billion transistors, and it’s based on a home-made GPU architecture, the report said, offering an impressive price/performance ratio.

The chip is built with the cutting-edge 7nm process node and 2.5D CoWoS (chip-on-wafer-on-substrate) packaging.

According to tomsHARDWARE, Tianshu Zhixin commenced development on its BI chip in 2018.

The company finalized the tapeout for BI back in May 2020 and should have already underwent mass production if Tianshu Zhixin wants to meets its goal of commercializing the chip this year.

The BI solution reportedly provides twice the performance of existing mainstream products on the market, while also offering a very appealing performance-to-cost ratio, the report said.

Its main profile is, of course, machine learning and serving the HPC market, and to this end it also uses TSMC’s CoWoS technology, which puts the memory in an encapsulated graphics card, thus enabling very high memory bandwidth.

This is probably an HBM2 standard, but this has not been specifically explained, the report said.

BI supports a plethora of floating point formats, including FP32, FP16, BF16, INT32, INT16, and INT8, just to mention a few.

Tianshu Zhixin is keeping a tight lip on the BI’s performance, but the company has teased FP16 performance up to 147 TFLOPS (floating point operations per second, in trillions), the report said.

For comparison, the Nvidia A100 and AMD Instinct MI100 deliver FP16 performance figures up to 77.97 TFLOPS and 184.6 TFLOPS, respectively.


While most of the home-grown Chinese processors we have seen thus far under-delivered when it comes to direct performance comparisons with mainstream US models, if China keeps up like this on the performance side and also offers aggressive price schemes, we could be seeing some decent alternatives to the US models in just a few years.

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Appix said:

I have one answer: fuck Japan. We should not source critical and strategical material from a country that since 1894 has only brought one or the other way misery upon us. What Japan can realize with or without cooperation is not my concern. My concern lies wholly with China and the establishment of a domestic semiconductor supply chain. We should have learned our lessons the past generations when dealing with USSR, West-Europe, Japan and USA. I prefer realism and not doves who again want to lay critical levers in the hands of a stooge of the American Empire.

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JSL said:

Before the trade war. China needs "license" from the white man to buy DUV from Netherland western (white country).

After the trade war, Netherland western (white country) needs license from the Chinese MAN to sell their DUV in China.

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Cambricon's first AI training chip starts mass production with TSMC's 7nm process​

Hendrik_2000 said:

Playing fast and loose with tariff will only backfired and end up shooting oneself in the foot
Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

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Qualcomm’s chip market share plunges in China after Huawei sanctions; MediaTek takes No. 1 spot
PUBLISHED THU, JAN 21 202112:57 AM ESTUPDATED THU, JAN 21 202112:58 AM EST
Arjun Kharpal

KEY POINTS

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, according to CINNO Research.

Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei but also domestic smartphone makers like Oppo, Vivo and Xiaomi looking to alternative from rival MediaTek.

Qualcomm’s market share of China’s smartphone chip market plunged in 2020 due to U.S. sanctions on Huawei, according to a new report.

As a result, the country’s domestic mobile players turned to alternatives such as Taiwan’s MediaTek, according to CINNO Research.

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, the report said.

SOC is a type of semiconductor that contains many components required for a device to work on a single chip, such as a processor. They are a critical component for smartphones.

Qualcomm’s shipments in China shrank 48.1% year-on-year, CINNO Research said without releasing details on the number of Qualcomm chips shipped. The U.S. giant’s market share in China fell to 25.4% in 2020 versus 37.9% in 2019.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei.

The Chinese telecommunications giant was put on a U.S. blacklist known as the Entity List in 2019, which restricted American firms — including Qualcomm — from exporting certain components to Huawei. Huawei used some Qualcomm chips in its devices.

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