Who's next after Micron?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Cutting off your nose to spite your face.
Any Chinese AI chips to replace Nvidia
I mean, might as well be Nvidia and AMD, since they'd be the ones banned.
But I don't think the US is explicitly banning anything. They're saying they can't sell without obtaining a "special license," which is simply a bureaucratic way of increasing executive leverage - ie they're looking for more ammo in the sanctions war after the Micron counter ban. This is Biden saying - we can do worse.
China should be expecting this, of course, and hopefully it puts Chinese companies on notice about the risks of relying on foreign manufacturers in general. More resources need to be poured into Huawei, Biren, etc. because you just know the US's long-term goal is to leverage Russia-level sanctions against China.
Great news.
Now tencent, bytedance & inspur will have no excuse to use Nvidia products. I am kind of sick of these Chinese tech not using Huawei ai chips because they don't want to use their competitors products. This should leave them with no choice.
How do the latest Huawei chips match up with Nvidia products?
More importantly, at which fabs does Huawei make its chips? Can GPUs be made with 28nm technology?
If
SMIC can do 14 or even 7nm albeit in not very high yields.
Changing the Chinese AI ecosystem from CUDA to a more open source one using alternatives like OpenCL or SysCl to break the vendor lock-in nightmare that Nvidia has over the AI world will not only benefit China but the entire world.
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