sorry... i didn't find it now
Chinese semiconductor industry
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Ningbo Yunde exhibited at Jiwei Summit with high-performance core components of semiconductor equipment
At this summit, Ningbo Yunde Semiconductor Materials Co., Ltd., a supplier of high-performance core components for semiconductor equipment, made its debut as an exhibitor.
Ningbo Yunde Semiconductor Materials Co., Ltd. (hereinafter referred to as "Yunde") is an enterprise specializing in the R&D, production, sales and service of precision parts/consumables for semiconductor and pan-semiconductor equipment. enterprises, national high-tech enterprises. Products are widely used in integrated circuits, compound semiconductors, new energy photovoltaics and other fields. Among them, in terms of semiconductor components, the precision quartz products, silicon products, and ceramic products produced by the company are used in etching equipment, RTP, EPL CVD, PVD, oxidation and other equipment, and carry functions such as supporting and protecting Wafer.
Chip manufacturing technology represents the highest level of micro-processing technology in the world, and is the strategic commanding height of global high-tech national power competition. As one of the Chinese-funded enterprises with a large scale of machining in the industry, Yunde has the ability to design, develop and manufacture various quartz/silicon/ceramic precision parts/consumables, mastering the ability to meet the requirements of large-scale, complex structure, and high-precision parts. Strict standards of precision machining, welding, assembly, testing and other technical processes, with industry-leading 100-class clean environment cleaning capabilities and high-level chemical cleaning technology and cleaning quality control capabilities.
Ningbo Yunde Semiconductor Materials Co., Ltd. (hereinafter referred to as "Yunde") is an enterprise specializing in the R&D, production, sales and service of precision parts/consumables for semiconductor and pan-semiconductor equipment. enterprises, national high-tech enterprises. Products are widely used in integrated circuits, compound semiconductors, new energy photovoltaics and other fields. Among them, in terms of semiconductor components, the precision quartz products, silicon products, and ceramic products produced by the company are used in etching equipment, RTP, EPL CVD, PVD, oxidation and other equipment, and carry functions such as supporting and protecting Wafer.
Chip manufacturing technology represents the highest level of micro-processing technology in the world, and is the strategic commanding height of global high-tech national power competition. As one of the Chinese-funded enterprises with a large scale of machining in the industry, Yunde has the ability to design, develop and manufacture various quartz/silicon/ceramic precision parts/consumables, mastering the ability to meet the requirements of large-scale, complex structure, and high-precision parts. Strict standards of precision machining, welding, assembly, testing and other technical processes, with industry-leading 100-class clean environment cleaning capabilities and high-level chemical cleaning technology and cleaning quality control capabilities.
I think it's important to note who he is meeting here. He would only meet businesses that he is expanding partnerships in. As such, Tencent likely remains a big purchaser of A800/H800 GPUs. Bytedance likely remains a big purchase of that also.
This would tell me Baidu and Alibaba are trying to source more domestic GPUs and developing new GPGPUs for themselves that are more comparable. We know HW has their own chips already.
No meeting with China mobile or china telecom, who likely are also trying to source more domestic stuff.
On the auto side, it does seem like both BYD and Li Auto are using Nvidia chips for higher end cars.
I think Jensen complained so much recently, because he is really concerned about mainland competition. Nvidia is getting less of its revenue from China than many other fabless, so he must be hearing that a lot of projects are going local
No idea what you're talking about
Probably saying than the US blocked TSMC from manufacturing 7nm and below process nodes chips for Huawei using EUVL but give them the option to use a 7nm DUVi process to made those chips.
more on S70
important things that Moore Threads hve done
this is pretty cool, they make it easy to port all the CUDA process to MUSA. This makes it easy going forward for applications to use Moore Threads GPUs, cause there is already a lot of libraries written for CUDA and it's well integrated with various frameworks.
Other thing is that Moore threads software is improving. Now it supports over 60 games, 50 motherboards and 30 displays. And this has been done in half a year through 5 upgrades.
It's not close to being competitive to the latest Nvidia GPUs, but it is improving very quickly and they have produced now numerous GPUs for different markets
The US blocked TSMC from making any kind of chips for Huawei，regardless of node
Talking of competition, interesting would be when ASICs to train large language models start to appears on the market. It could be like with bitcoin when ASICs become dominant and crashed the prices of GPUs.
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