I read in baidu tieba
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Can't make that conclusion. Server chip dies tend to be big and if defect rates on 7 nm are even a little higher per area could render it too expensive.
What JHICC have achieved is remarkable. They were the 1st Chinese semi company to be put on the infamous entity list and they managed to survive and expand production. They demonstrated that it is possible to de-americanize a 25nm dram production line. Hopefully they will be an example for all the Chinese companies that have been blacklisted.
If JHICC doesn't want to do R&D，they can just position themself as a fab for those fabless memory companies，there is quite a few of those companies in China.
In recent China Mobile Cloud 2023, China Mobile announced its COCA (compute on chip architecture) for high performance computation
Well, Biren tech was there
so was Moore Threads
I think we maybe need a couple of years for all these domestic GPU makers products to be fully integrated with all these major cloud computing AI platforms
on GPU front, China mobile wishes to form independent GPU ecosystem alliance with its partners. Who are it's GPU partners?
Well, Biren tech was there
Again, announced their GPU is now mass produced and says it has high performance and high general performance performance and can be used for AIGC and big model
so was Moore Threads
So Moore Threads already signed MOU with China Mobile cloud a while back in cloud computing, acceleration and such. Will they will work with partners to test and validate in more areas.
I think we maybe need a couple of years for all these domestic GPU makers products to be fully integrated with all these major cloud computing AI platforms
Zhongwei Company (AMEC): 23Q1 MOCVD has a significant volume of platform transformation and the future can be expected
On April 29, the company announced the first quarter report of 2023. In 23Q1, the company achieved revenue of 1.223 billion yuan, +28.86% year-on-year; realized net profit attributable to the parent company of 275 million yuan, +134.98% year-on-year; The profit was 228 million yuan, +22.22% year-on-year.
The volume of MOCVD has increased significantly, and revenue in 23Q1 has grown steadily. In 23Q1, the company achieved revenue of 1.223 billion yuan, +28.86% year-on-year. Main departments: 1) Etching equipment: It has been recognized by more customers at home and abroad, and its market share has continued to increase; 23Q1 achieved revenue of 814 million yuan, +13.94% year-on-year. In terms of CCP etching equipment, on the world's most advanced 5nm chip production line and the next-generation more advanced production line, it has achieved multiple batch sales, and more than 200 reaction tables have been qualified in the production line. In terms of ICP etching equipment, more etching applications are continuously approved, the market is rapidly expanding and bulk orders from leading customers are continuously received. 2) MOCVD equipment: In the industrialization of the new generation of Mini-LED, it continues to maintain an absolute advantage in the blue-green LED production line. In 23Q1, it achieved revenue of 167 million yuan, +300.48% year-on-year.
SMIC's 14nm capacity is limited，too many customers are waiting on the line，Phytium would have to wait a while for a slot. Could this "domestic 14nm" refers to HuaHong？
This 2019 news said HuaHong's 14nm yield was 25%，I don't what's the status now
The biggest hurdle for domestic GPU/AI/FPGA chips is still advanced node manufacturing，as the performance of those chips are directly correlated to it.
I think SMIC is it. I mean they probably have 12 to 15k wpm of 14nm production at pretty high yield.
if we calculate 300 good CPUs per wafer, then 10k wafer alone could produce 3 million CPUs a month.
7nm I would imagine goes to Huawei and some GPU makers, basically anyone wanting to use 7nm process but can't access TSMC/Samsung 7nm process. Maybe Biren took 8 months and also taped out their GPUs with SMIC, who knows
D
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Phytium is owned by the cetc, it is the first in line in any bidding. Their chips have already been used to make at least one exascale supercomputer with smic's 14nm node so I think capacity probably isn't a super pressing issue.
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