Interesting !
Chinese semiconductor industry
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Interesting !
interesting table here. SMIC shares back up to over 5% after declining in Q4. Huahong looks really good. Only slight decline in revenue vs Q4.
Let's see how this changes in Q2 and Q3 when some of these new 28/40nm customers for SMIC start taking delivery of their wafers
Let's see how this changes in Q2 and Q3 when some of these new 28/40nm customers for SMIC start taking delivery of their wafers
so when SMIC will become 3rd largest fab in the world. difference is not that much. possible by next year ?
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Samsung is getting hit hard.
Samsung's foundry business lost a lot of customers because they could not deliver product. They had a scandal where their staff was consistently lying and hiding low yield rates at the fabs. For example they lost NVIDIA as a customer because of that. I think they still have a chance to recover if they deliver on GAA transistors better than TSMC.
The rise of domestic EDA: Huada Jiutian ranks fourth in China, taking 6% share and realizing 5nm process
As we all know, in the chip industry , EDA is one of the most critical and core technologies in the upstream, and is known as the "mother of chips". It plays an important role in semiconductor manufacturing, design, packaging and testing and other industrial links.
In the whole process of the chip, it involves functional design, synthesis, verification, physical design (including layout, wiring, layout, design rule checking) and other processes, and it is a truly indispensable tool.
But everyone knows that the domestic EDA market is mainly occupied by international giants, so the localization of EDA is becoming more and more important.
Especially in the past few years, domestic chips have developed rapidly, and the domestic EDA market has also developed rapidly. In 2018, the domestic EDA software market was only 6.73 billion yuan, but by 2022, it had reached 11.56 billion yuan, and it is expected that in 2023, The domestic EDA software market will reach 13.05 billion yuan.
Such a large market, of course, cannot be dominated by foreign manufacturers, let alone be blocked by foreign EDA. For this reason, the country has also introduced many policies to encourage and support the development of domestic EDA.
Of course, domestic EDA manufacturers are also developing at a high speed, such as Huada Jiutian, Guangliwei, Gulun Electronics, Anlu Technology, Core Vision, etc., have performed very well.
The data shows that in 2022, by 2022, domestic EDA has won more than 10% of the domestic share. Among them, Huada Jiutian has already ranked fourth in China.
As we all know, in the chip industry , EDA is one of the most critical and core technologies in the upstream, and is known as the "mother of chips". It plays an important role in semiconductor manufacturing, design, packaging and testing and other industrial links.
In the whole process of the chip, it involves functional design, synthesis, verification, physical design (including layout, wiring, layout, design rule checking) and other processes, and it is a truly indispensable tool.
But everyone knows that the domestic EDA market is mainly occupied by international giants, so the localization of EDA is becoming more and more important.
Especially in the past few years, domestic chips have developed rapidly, and the domestic EDA market has also developed rapidly. In 2018, the domestic EDA software market was only 6.73 billion yuan, but by 2022, it had reached 11.56 billion yuan, and it is expected that in 2023, The domestic EDA software market will reach 13.05 billion yuan.
Such a large market, of course, cannot be dominated by foreign manufacturers, let alone be blocked by foreign EDA. For this reason, the country has also introduced many policies to encourage and support the development of domestic EDA.
Of course, domestic EDA manufacturers are also developing at a high speed, such as Huada Jiutian, Guangliwei, Gulun Electronics, Anlu Technology, Core Vision, etc., have performed very well.
The data shows that in 2022, by 2022, domestic EDA has won more than 10% of the domestic share. Among them, Huada Jiutian has already ranked fourth in China.
ChatGPT: Explain megasonic wafer cleaning like if I am 5 years old.
Open the child "core", Shengmei Shanghai makes manufacturing equipment no longer "mysterious"
In order to cultivate children's interest in semiconductor technology and open the door to scientific enlightenment, "Xinyu Small Classroom" also tells the participating children how a chip slowly turns from a grain of sand into a wafer, and then draws patterns on the wafer. , and finally became a story of a chip, which not only popularizes knowledge, but also vividly explains the truth that "nothing is difficult in the world, as long as there is a heart". Starting from a grain of sand, a chip has gone through thousands of processes to complete a technological adventure, allowing children to realize that in addition to perceptual knowledge, science represents abstract judgment and imagination beyond conventional understanding. More interesting activities let the children relax, hands-on practice to increase their understanding of knowledge, and exquisite gifts are distributed as souvenirs. Then the children visited the clean room workshop, and had a personal experience and understanding of the production practice of semiconductor equipment.
this looks like its more for implants and BIOMEMS rather than regular semiconductor. Still important though.
This is a problem. too many firms domestically still opt for Nvidia even the nerf'd version. Even though there are capable domestic versions ready
Both Biren and Tianshu are working actively with domestic AI players to develop models and such
What does this one tell me? Well, Tianshu started mass production in November of 2021 and already received orders for 200m RMB by April 2022. And now it is the only Chinese GPU that BAAI used in its big model training.
timing matters. If Biren came to the market a year earlier, it would be a in a better place by now. If you look at Tianshu's page, it's validated and certified with many customers. Biren just hasn't gotten there because it's new and attracted too much unwanted attention too early.
So that's why I'm optimistic for Ascend GPUs. It not only has history but will likely be the most powerful of domestic GPUs. Leaving remaining tech firms deciding whether they want to use Huawei product or inferior other GPUs.
This is just another example of how prevalent Ascend platform is for China's smart city projects
11 operational ones
Shenzhen, Wuhan, Xian, hangzhou, Ningbo, Guangzhou, Qingdao & a couple of others i can't recognize
10 that's coming online
Dalian, Chongqing, Shanghai, Tianjin, Changsha, Beijing, Nanning & couple f more I can't recognize
5 new ones that are under construction
Changchun, Hefei, Jinin, Guizhou and another place in the western part of the country
nobody else really comes close to this. And these data centers are all steadily adding computing power as they go. so I think this is going to be a major revenue generator for Huawei. Why get A800 when you can have this? And there is a report above where A800/H800 demand is so hot that Nvidia can't fill it. That's quite tragical when looking at how popular Huawei GPUs are
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