Maybe they will approve all the licence application..lol
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Maybe they will approve all the licence application..lol
Having ASML in China is a good thing as long as they are willing to de-risk by removing American components. I think we are at the point where ASML will start to source from Chinese suppliers if they want to be able to keep selling to China and that will be good news for China's lithography supply chain
Moore Threads news.
Moore Threads has unveiled cloud desktop GPU white book with CAICT
Other partners are heavy cloud hitters like China Mobile and China Telecom cloud.
Given the size of these other partners, I think MT will get a pretty large market share in this market. It seems to me in the short term, its main application for Chinese computing industry is for graphics and AI rendering and such for desktops. It will get better in gaming, but that's going to take a while
They unveiled a domestic GPU gaming desktop that uses their S80 GPU as well as intel core i5 CPU
selling for 8999 RMB, not cheap at all
I do hope the performance is significant better than a few months ago
confirms again that there is no more sale restrictions to S80, which would indicate they have a lot in stock now
someone testing this out
with following conclusion
Moore Threads has unveiled cloud desktop GPU white book with CAICT
Other partners are heavy cloud hitters like China Mobile and China Telecom cloud.
Given the size of these other partners, I think MT will get a pretty large market share in this market. It seems to me in the short term, its main application for Chinese computing industry is for graphics and AI rendering and such for desktops. It will get better in gaming, but that's going to take a while
They unveiled a domestic GPU gaming desktop that uses their S80 GPU as well as intel core i5 CPU
selling for 8999 RMB, not cheap at all
I do hope the performance is significant better than a few months ago
confirms again that there is no more sale restrictions to S80, which would indicate they have a lot in stock now
Again uses 7nm process and can do 14.4 TFLOPS of FP32. Keep in mind that A100 FP32 is 19.5 TFLOPS. So for the purpose of floating point computation, S80 is quite capable
someone testing this out
with following conclusion
looks like S80 can support Stable Diffusion AI tools. not bad. It can also support for the graphics rendering software
Looks like they still have a lot of work to do in terms of supporting more games and supporting them well
So YMTC has been more resilient than Huawei?
A ban on wafers would have limited impact since China already has several large semiconductor wafer makers and is the world's largest manufacturer of polysilicon because of the solar panel market. You would see capacity expansions for wafers in no time flat.
A ban on chemical materials could have massive impact on the Chinese semi industry. But if the West made a ban on chemical materials, then China could counter with their own bans on things like rare gases. A ban on exports of neon gas from China for example would be massively damaging to the West's semi industry.
YMTC is way more vertically integrated than Huawei ever was. They do not only make NAND memory chips, they also make their own disk controllers, produce their own memory sticks and SSDs. They depend on outside tools and materials, but all the materials they use can be acquired in China. Their tool requirements are basically 28nm grade technology with special etchers. With regards to the tools they use, we had reports from way back in Nikkei claiming they were trying to find second sources for all the tools in the Chinese market. At this point, China can probably make the advanced etchers by itself, it only lacks the lithography tools I think. Maybe some metrology tools.
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ASML is the first semiconductor equipment company making a statement regarding exports restrictions, its look like they are fighting hard against the current to keep whatever they still have left of the Chinese market, any US companies doing a similar thing would have been seen as unpatriotic.
I think if smee DUVi gonna mass produce this September, I think china should do sell all or non tactics.
I commend ASML. Look at this part
tells me all I need to know about the de-americanization efforts.
They will be able to keep shipping to SMIC and YMTC from what i can see. I could be entirely wrong here, but we will hear about it in the coming days if I am
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Still China is basically living on the good will of ASML. Nothing will prevent the dutch will go further to prove loyalty to their US master and ASML can not do anything then. All I can see is the Chinese should go faster in localization, or make the US think twice with another "Micron Ban" but bigger impact.
Agree, I think should not harbor any illusions that things will get to normal anytime soon and develop as much as they can, in fact even if thing go back to normal China should develop a parallel domestic semiconductor supply Chain, at least for more mature process, that way if things get hard they won't lose everything and work from that on.
Even the most trade liberal Chinese industrialist need to recognize that these restrictions are based on the perception of what China doesn't have.
So the rule is pretty simple: Have nothing get nothing, have something get something, have everything get everything.
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