Chinese semiconductor industry
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Huawei and it's new AI computing cluster is coming online.
Each cluster provide 2000 PFLOPS of computation. a several thousand card cluster can train multi billion parameter model for 30 uninterrupted days (90% reliability with service recovery during interruption in under 10 minutes)
there are 4.6 million Huawei cloud developers around the world and over 10000 commercial partners
Huawei is bringing 2 AI computing centers online - one in Gui'an and another in Ulanqab. A third one in Wuhu is being built.
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Is it true that China is import dependant for these goods? If so, does anyone here know whether it's because foreign players are more established/reliable or because of actual technology bottlenecks?
antiterror13
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my educated guess is that, likely because it is considered small things and not worth developing .. similar to ball point saga ~10 yrs ago when the Western medias mocking China that wasn't able to make ball point. But when China determined to do that, it was done within a few years and now China is dominating the market and most of manufacturers of ball point are bankrupt (thanks to mocking China)
China Unicom in Shanghai at WAIC 2023 formed industry supply chain partnerships for Shanghai computation development. It's partners for the 420 PFLOPS data center by years end are
It signed partnerships with Meta-X and JD technology for getting supplied with GPUs and for developing large models.
It does seem to me the main domestic hip suppliers for this project are Meta-X, Tianshu, Moore Threads, Enflame, Cambrian and Huawei
meta-x China Unicom news can be found here. Looks like Meta-X is a new partner for Unicom
A month ago, when China telecom announced its data center in Lingang using domestic GPU, the suppliers were
So a lot of the same GPU suppliers. Again, curious that Biren didn't show up here
It signed partnerships with Meta-X and JD technology for getting supplied with GPUs and for developing large models.
It does seem to me the main domestic hip suppliers for this project are Meta-X, Tianshu, Moore Threads, Enflame, Cambrian and Huawei
meta-x China Unicom news can be found here. Looks like Meta-X is a new partner for Unicom
A month ago, when China telecom announced its data center in Lingang using domestic GPU, the suppliers were
Huawei, enflame, tianshu, cambrian and Meta-x
So a lot of the same GPU suppliers. Again, curious that Biren didn't show up here
Focusing on semiconductor front-end measurement equipment, URP has completed round A financing of nearly 100 million yuan
The semiconductor front-end process measurement equipment company Uruipu completed the A round of financing of nearly 100 million yuan. Honghu Capital, Hangzhou Menghe, Jingning Ling'an and others followed suit. This round of financing will be used for the development and mass production of new products. The company also announced the opening of Wuxi Technology Center and Shanghai Jinqiao R&D Center.
URP was established in 2021 and is committed to creating high-quality semiconductor front-end measurement equipment.
Semiconductor measurement equipment is mainly used for defect detection and parameter measurement in semiconductor manufacturing processes, and is widely used in silicon wafer manufacturing, chip manufacturing, and advanced packaging fields, such as critical dimension measurement equipment, film thickness measurement equipment, defect detection equipment, etc. The front-end process measurement equipment has exceeded the market size of tens of billions of dollars. The more advanced manufacturing process also expands the demand for measuring equipment, bringing more new market space for measuring equipment.
URP has independently developed Fourier transform infrared spectroscopy measurement equipment dedicated to semiconductors, which can be used to measure the thickness and uniformity of epitaxial layers, element concentrations, and silicon impurity content, etc.
In terms of products, Eos200Lite, the Europa FTIR equipment, can be used to measure the thickness and uniformity of the epitaxial layer of silicon carbide epitaxial wafers. At present, it has received orders from many leading silicon carbide-based epitaxial factories; Eos200/200, Eos300/300 are used for silicon-based epitaxial wafers Epitaxial layer thickness and element concentration measurement equipment has also received orders from a number of leading silicon-based epitaxy factories and FAB factories.
Recently, the company's silicon carbide automatic optical dislocation micropipe detection equipment SICD series was delivered to customers, which can be used for dislocation and micropipe defect detection of silicon carbide substrates. According to Dr. Tang Deming, general manager of URP, compared with domestic equipment with similar functions, the detection speed of SICD equipment has increased several times.
When I read this comment, it stunned me and also made me say, I've got to ask why he said it..
It's simple. Since Chinese people are incapable of innovation, China can only ever hope to master junk tier tech.
Hence, CNC machines, turbofans and space stations are now junk tier tech.
Once China masters EUV and lithography, semiconductors will also become low tier, junk tier tech.
Every single thing is worth developing, especially considering that if one does not have them, one might be subjected to trade restrictions.
I wonder type of pumps, pipes, valves, and seals these are...
But what will be high tech given outside of EUV and Lithography what else does the west do which china couldn't master or react too within 2~3 years. Wouldn't be surprised they will put whatever space x does as the new high tech stuff.
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