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Was there confirmation that RSlaser is building a new factory? I thought last havoc said they still haven't started.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I don't know if they've put shovels to dirt, but they intend to. The point I want to make is they're planning to expand and they wouldn't do that if their funding was in doubt.
Bloomberg talks about how essential American semiconductor exports are to China and China won't be able to sever tie with the US but it also shows how much American semiconductor companies are relying on China for their revenue. If China can successfully decouple, many of these American companies would be doomed.
Dam Qualcomm and Texas instruments better start lobbying fast and hard.
Nvidia and Chinese suppliers win more opportunities from price-fasting-rising GPU
Nvidia’s China-exclusive A800 and H800 chips are being offered at prices 40% more than the original manufacturer suggested retail price (MSRP) and are in short supply.
The NVIDIA A800 is priced at around RMB252,000 ($36,500), reported JW Insights quoting a report from tech news outlet wccftech on May 22.
The cost of Nvidia’s A100 has risen from the original RMB60,000 ($8,486.08) to RMB125,000 ($17,679.34) in the Chinese market, reported JW Insights in early May. Some new orders may not be fulfilled until December, with a wait time of over six months.
Nvidia’s China-exclusive A800 and H800 chips are being offered at prices 40% more than the original manufacturer suggested retail price (MSRP) and are in short supply.
The NVIDIA A800 is priced at around RMB252,000 ($36,500), reported JW Insights quoting a report from tech news outlet wccftech on May 22.
The cost of Nvidia’s A100 has risen from the original RMB60,000 ($8,486.08) to RMB125,000 ($17,679.34) in the Chinese market, reported JW Insights in early May. Some new orders may not be fulfilled until December, with a wait time of over six months.
One very important thing to note is that China can easily develop its own industrial engineering software such as CAD, CAE.
I am currently using CATIA and ABAQUS, these software should be just as easy as EDA. If China can master EDA this fast, developing its own CAD and CAE software to replace CATIA, NX, ANSYS and ABAQUS should be cake walk !!
People, stay on topic and please avoid unsubstantiated one-liners or flood-like behavior. These only deteriorate the quality over time. This thread was a sh*tshow in the past. Mods spent a lot of time making it high-quality.
What a terribly written article. An article of cope rather than trying to look into reality.
This is the problem A100/H100 prices are out of control everywhere due to the rush to get into LLM space. If some of these Chinese data centers can just pull their head out of the sand and use domestic suppliers like Huawei
They won’t until the ban hammer hits.
I cannot see any good reason why Broadcom and Texas Instruments products have not been replaced with Chinese products yet.
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