Chinese semiconductor industry

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Staedler

Staedler

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tphuang said:
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Looks like S70 is a scaled down in performance compared to S80
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Their main problem was always that their software stack was seriously immature compared to the competition. Expected but unfortunate. The hardware itself seemed to be up to par. Hopefully their new drivers can eke out more performance and move up some tiers instead of competing with the 1030-1050 range.

Do we have any updated benchmarks? My impression was that it was only around 1050 level a few weeks after launch. That's about a quarter of the way (3060-2080 level) there to what its hardware would seem to indicate. Their press article you linked to seems to say their gaming performance has increased by about 50% since launch, so that would be nice progress although still a lot of work left to be done.
 
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HighGround

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Staedler said:
Their main problem was always that their software stack was seriously immature compared to the competition. Expected but unfortunate. The hardware itself seemed to be up to par. Hopefully their new drivers can eke out more performance and move up some tiers instead of competing with the 1030-1050 range.

Do we have any updated benchmarks? My impression was that it was only around 1050 level a few weeks after launch. That's about a quarter of the way (3060-2080 level) there to what its hardware would seem to indicate. Their press article you linked to seems to say their gaming performance has increased by about 50% since launch, so that would be nice progress although still a lot of work left to be done.
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The performance in League of Legends is particularly disappointing to me.

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I follow the eSports scene quite closely. China recently won an international tournament defeating all other teams. It was an All-China final.

This bench is apparently from February of this year. When the S80 benchmarks first came out, I was pretty disappointed. The good news is, like you said, that it's heavily software limited. There's plenty of room to catch up.
 
tphuang

tphuang

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I think those numbers are old. S80 should get better over time as more firmware upgrades get rolled out

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by the way I think this is interesting
Nvidia’s gross profit per DGX H100 is almost $190,000. Of course, R&D and other operating expenses bring this much lower.
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There is a reason Nvidia has been complaining about the sanction restrictions. Once HW's new GPUs get produced in large numbers and ramped up, I don't see why anyone in China should be buying the nerf'd A800 or H800

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据证券时报，近日，华为云公布了HDC.Cloud2023大会邀请函，内容直指“AI for Industries”。邀请函显示，2023华为开发者大会(HDC)将于7月7日在召开，AI将会是本次大会的主线。“未来三年将会是大模型是风起云涌的三年，AI for Industries将是人工智能新的爆发点。”华为云田奇曾在今年4月召开的人工智能大模型技术高峰论坛表示。
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Again, Huawei is supposedly unveiling something big for big model and AI for Industries in HDC. What will they unveil. Will we see their new GPU, CPU and/or AI cluster products? Hopefully.
 
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tokenanalyst

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HighGround said:
The performance in League of Legends is particularly disappointing to me.

View attachment 113665

I follow the eSports scene quite closely. China recently won an international tournament defeating all other teams. It was an All-China final.

This bench is apparently from February of this year. When the S80 benchmarks first came out, I was pretty disappointed. The good news is, like you said, that it's heavily software limited. There's plenty of room to catch up.
Click to expand...
drivers.jpg
 
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tokenanalyst

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Automatic Material Handling System situation in China

home-made breakthrough AMHS systems, the guarantee of fab utilization rate & yield rate​


The full name of AMHS is Automatic Material Handling System, which is actually the equipment and system for material handling on the production line. As the production process of the production line becomes more and more complex, the material handling between the production line equipment by traditional manpower has become a bottleneck restricting production efficiency and production quality.

The AMHS system came into being and is widely used in high-end manufacturing scenarios such as wafer manufacturing, display panels, lithium battery factories, and photovoltaics. Of course, it's not that other scenes don't need it, but that it can't be used...

At present, the application of AMHS system in the semiconductor wafer manufacturing process has been very popular. Starting from the 8-inch fab, AMHS's AGV ground solution and OHT crane solution have been gradually introduced. In the era of 12-inch fabs, the AMHS crane solution has become standard. With the development of advanced packaging technology, AMHS has gradually entered the field of packaging and testing.

The AMHS solution of the semiconductor manufacturing plant is mainly divided into three types, the overhead unmanned transport vehicle (OHT crane), the clean storage system (STK) solution and the mobile robot (AGV) ground solution.

AMHS is a large system, including AMHS transmission hardware equipment ( OHT, AGV/AMR, Lifter, etc.), storage equipment ( Foup&Reticle Stocker, Reticle Cabinet, NTB, OHCV, OHB ), purification equipment ( TLP, OPS, FPS, etc. ) and software Systems ( MCS, OHTC, STKC, etc.).
Domestic manufacturers have also begun to make breakthroughs gradually. Some have entered the pan-semiconductor field to gradually improve product stability, and some have begun to gradually introduce wafer manufacturing links, and continue to accumulate scene experience through demos and small-scale tests.



MBXY-CR-867fdc653c1c172d7423c7f205ef9425.png


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xypher

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tphuang said:
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Moore Thread coming out with new gaming GPU S70 with 11.2 TFLOPS FP32, 392 GB/s bandwidth & 3584 cores

MT also releasing driver based on DirectX 11, unlocking more games

New MUSIFY tool to migrate CUDA program to MUSA (MT's language)

MT PyTorch tool supporting different large models

MT entrance into AI/Cloud computing - MUSA Toolkits 1.0, MUSFIY, MY PyTorch, GPU cluster
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Their hardware is powerful enough, primary work needs to be allocated towards software optimization, especially if they are aiming at eventually entering the gaming market.
 
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tokenanalyst

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Semiconductor pre-coating and developing equipment company Mairuijie completed tens of millions of yuan in angel round financing


Maruijie (Nanjing) Semiconductor Technology Co., Ltd. (hereinafter referred to as "Maruijie") announced the completion of an angel round of financing of tens of millions of yuan.
This round of financing was led by Yihua Capital, followed by Chongqing Yufu Capital, Kaixian Capital and Acres, a leading domestic semiconductor packaging equipment company. Funds are mainly used for product research and development, production support and investment in supporting facilities.
Founded in December 2022, Myruijie is a semiconductor pre-coating and developing equipment company. The core team has more than 10-20 years of experience in the design, application and development of semiconductor coating and developing equipment Tokyo Electronics. background.
The company is committed to solving the country's bottleneck problems in the research and development, manufacturing, sales and localization of core components of high-end glue-coating and developing equipment in the field of integrated circuit front-end wafer processing and back-end advanced packaging. At the beginning of its establishment, it obtained the first order and prepayment for the pre-coating and developing equipment, and plans to deliver the product in August 2023.
The company benchmarks against the world's top semiconductor equipment manufacturer (Tokyo Electronics TEL), and cultivates core talents in the field of semiconductor equipment for Jiangbei New District to meet the major strategic needs of domestic high-end chip manufacturing technology and get rid of my country's dependence on foreign high-end semiconductor equipment.

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