Chinese semiconductor industry

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sunnymaxi

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well.

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Taiwan’s manufacturing output -16.4% year-on-year in May, the 12th straight negative month, with semiconductor output -25.9% and LCD panel output -22.9%, media report. From January-May, Taiwan’s semiconductor output -23.5%..

after Samsung historic loss in chip manufacturing output its time for Taiwan. thanks to sanctions and tech war initiated by the USA and China's progress in indigenous semiconductor manufacturing. IMHO this is the beginning of downfall.
 

99PLAAFBalloons

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In China instead it seems everybody wants to build their own model. There is a huge and widely spread duplication of efforts and energies, across a huge number of actors, big and small, old and new.
I really want to see an industry effort at standardising a programming model to rival CUDA instead of having AscendCL, SUPA, MUSA etc. all co-existing. You could allow for some vendor-specific APIs to account for quirky hardware features but should be de-duplicating the generic stuff as much as possible so that a developer doesn't need to learn three ways to code the same thing
 

tphuang

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How do the latest Huawei chips match up with Nvidia products?
Please use the search function. I have mentioned this in multiple places in this thread

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.
That would be idea, but in reality, most people have already gravitated toward huawei ecosystem. China already has 1.5 million Ascend developers. What can't you make with that many developers?

Big tech companies might want Huawei to spin off their AI chip business before they buy from them
i mean there are plenty of other domestic options like Biren, Tianshu, Moore Thread & MetaX that are being used by different smart computing projects. It does seem to me Huawei has the whole stack and is sanction proof at this point. So, it's an up hill struggle for everyone else.
 

ansy1968

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But they are building more iPhones now.
Bro, here's my thinking, just ask a Tesla customer which vehicle they prefer, the one build in Shanghai or in Fremont. ;)
What if they are stupid enough and actually buy more US treasuries?
Talk is cheap, is $600 billion international reserve enough to cover a trade deficit of nearly $150 billion in 2023 and rising.

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India posted a merchandise trade deficit of USD 22.12 billion in May 2023, the largest gap in five months and compared to the market consensus of a USD 17.26 ...
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May 15, 2023 — India's exports fell for the third consecutive month, shrinking 12.7% YoY to $34.66bn in April 2023. The decline was affected by slow demand and ...
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caudaceus

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One difference I see in AI marketplace development in US and China is that in US companies are willing to make synergies and collaborate among them, for instance there are only few big players with big models and big GPU farms, and many companies that leverage them for specific applications and market niches.

In China instead it seems everybody wants to build their own model. There is a huge and widely spread duplication of efforts and energies, across a huge number of actors, big and small, old and new.
whaaaaat??
Have you seen all the alphabet soups language models from almost every big tech and unis?
 
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