Chinese semiconductor industry

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liospopo

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Firstly,that's a violation of ARM license agreement. Secondly,unless the app is being build specifically for Huawei's modified version of instruction set using Huawei's IDE,it will not be compatible. Adding your own instruction,will make Huawei’s instruction set incompatible with ARM's,and you would need build separate version of app for that.
apple/intel/amd all have their private instructions. I don't think compatibility is something like "I must implement all instructions out there".
 

tokenanalyst

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Orders increased, NAURA's net profit in the first half of the year increased by 138.43% year-on-year​

NAURA released the 2023 semi-annual report. In the first half of 2023, the company achieved operating income of 8.427 billion yuan, a year-on-year increase of 54.79%; the net profit attributable to shareholders of listed companies was 1.799 billion yuan, A year-on-year increase of 138.43%.
North Huachuang said that the company's performance growth was mainly due to the company's increase in orders, which led to a corresponding increase in sales.
NAURA is committed to the R&D, production, sales and technical services of basic semiconductor products.

In the field of semiconductor process equipment, NAURA's main products include core process equipment such as etching, thin film, cleaning, heat treatment, and crystal growth, which are widely used in logic devices, storage devices, advanced packaging, third-generation semiconductors, semiconductor lighting, micro Electromechanical systems, new displays, new energy photovoltaics, substrate materials and other manufacturing processes.

In the field of vacuum and lithium battery equipment, North Huachuang has been deeply involved in high-voltage, high-temperature, and high-vacuum technologies, and has developed crystal growth equipment, vacuum heat treatment equipment, atmosphere protection heat treatment equipment, continuous heat treatment equipment, magnetron sputtering coating equipment, and multi-arc ion coating.

In the field of precision electronic components, North Huachuang promotes the development of components in the direction of miniaturization, light weight, and high precision. The research and development of quartz crystal devices, quartz micro-electromechanical sensors, high-precision resistors, tantalum capacitors, microwave components, analog chips, Module power supply and other products.

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tphuang

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Capture.JPG

Alright, I think we can say for sure that Mate 60 is getting put on sale even though official unveiling hasn't come out yet. A lot of the photos circulating online are probably fakes.

I go by the guy on weibo that broke the kirin chip returning news. He is saying a kirin version of Mate 60 SoC will exist. I presume the snapdragon SoC will be used for 4G version. He says the capabilities is just below flagship version.

Btw, I'm not yet convinced by this. I think it's just as likely they have snapdragon SoC come out with 5G modem. We will find out in 2 weeks.
 

OppositeDay

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View attachment 117846

Alright, I think we can say for sure that Mate 60 is getting put on sale even though official unveiling hasn't come out yet. A lot of the photos circulating online are probably fakes.

I go by the guy on weibo that broke the kirin chip returning news. He is saying a kirin version of Mate 60 SoC will exist. I presume the snapdragon SoC will be used for 4G version. He says the capabilities is just below flagship version.

Btw, I'm not yet convinced by this. I think it's just as likely they have snapdragon SoC come out with 5G modem. We will find out in 2 weeks.

Even Antutu's official Weibo is saying it's a new Kirin and CPU performance is between Snapdragon 888 and Snapdragon 8. I don't think Qualcomm would design a SoC just for Huawei.
 

siegecrossbow

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My name is Huawei and I've worked for every RMB I've got. I've got a tech firm over at Shenzhen, and I've worked 168 hour weeks for 36 years to turn it into something. Now a couple of years ago the U.S. government comes up, and out of the blue says that they want a blanket tech restriction. Says I'm spying for the SeeSeePee. So, it's goodbye Huawei, over and out. You know what they got?

They got NOTHING! Nah-thing! Thank you SMIC. SMIC! SMIC!!!

SMIC: Woah. Tech sanctions can be slippery, let me handle that for you.
 

ACuriousPLAFan

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My name is Huawei and I've worked for every RMB I've got. I've got a tech firm over at Shenzhen, and I've worked 168 hour weeks for 36 years to turn it into something. Now a couple of years ago the U.S. government comes up, and out of the blue says that they want a blanket tech restriction. Says I'm spying for the SeeSeePee. So, it's goodbye Huawei, over and out. You know what they got?

They got NOTHING! Nah-thing! Thank you SMIC. SMIC! SMIC!!!

SMIC: Woah. Tech sanctions can be slippery, let me handle that for you.
This is ABSOLUTE GOLD.

~~~

Also, remember the J-20's first flight in January 2011 at Chengdu, which "coincidentally" took place during former US Defense Secretary Robert Gates' official visit to China?
Back in the mid-2000s, Gates claimed that China will never be able to field a functional 5th-gen fighter even by 2020.

Right now, the US Commerce Secretary Gina Raimondo is in Beijing, also for an official visit.
Back in late-2021, Raimondo did call for Europe to work together with the US to slow down China's innovation rate.

Now I do wonder: Is today's Huawei Mate 60 Pro release a "coincidence" too? ;)
 
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tokenanalyst

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The revenue of the semiconductor device characteristic test system business has increased significantly, and the revenue of Gaelun Electronics in the first half of the year has increased by 38.79% year-on-year​



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Gaelun Electronics disclosed its semi-annual performance report. In the first half of 2023, the company achieved revenue of 152 million yuan, a year-on-year increase of 38.79%; net profit attributable to the parent was 648,700 yuan, a year-on-year decrease of 96.46%.
Gaelun Electronics stated that the operating income in the first half of 2023 increased by 38.79% year-on-year, mainly due to the further improvement of product performance in the first half of the year, the expansion of sales, and the year-on-year increase in sales orders. The decline in net profit was mainly due to the accrual of share-based payment expenses and the increase in research and development investment in the first half of the year.
In terms of business, its semiconductor device characteristic test system business achieved revenue of 46.6627 million yuan, a year-on-year increase of 53.42%; the one-stop engineering service solution business realized revenue of 11.9352 million yuan, a year-on-year increase of 103.39%.
From the perspective of revenue by region, Guilun Electronics has seized the favorable opportunity for the development of China's EDA industry, continuously improved product competitiveness, and further increased its domestic income level. The company's domestic main business income reached 92.4146 million yuan, a year-on-year increase of 76.11 %, the income from domestic accounts for 60.94% of the main business income.
From January to June 2023, Guilun Electronics invested a total of 90.8029 million yuan in R&D, a year-on-year increase of 67.63%; R&D investment accounted for 59.59% of operating income, a year-on-year increase of 10.25 percentage points. Continuous high-intensity research and development investment has strongly supported the research and development of new products. At present, the research and development of various new products of the company is progressing smoothly.
In the first half of the year, Glenn Electronics released the fully functional advanced low-frequency noise test system 9813DXC, which supports high-precision noise testing of various semiconductor device types under various working conditions (such as 200V high voltage, 10pA extremely low current, etc.). The company plans to launch two new products to the market this year, namely EDA tools for design for manufacturability (DFM) and digital simulation EDA tools; in addition, the company is also actively deploying other core technology research and development and accelerating the development process of various new products , to promote the construction of various application-driven EDA processes.

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huemens

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No, you seem don't understand how instruction set works. Instruction set(ARMv8.2 ARMv9 etc)and architecture(Cortex-A53 Cortex-A57 etc)is like foundation and the building on top of it.

ARMv8, ARMv9, RISC-V etc is "the architecture". It is called Instruction Set Architecture (ISA). Cortex (from ARM), Everest (Apple) Oryon (Qualcomm), etc are Cores/IP or implementations of the ARM architecture. Apple, Huawei, Qualcomm and many others have ARM architecture level license, which means they can design their own cores. But currently Apple is the only one actively using that route, while most just license Cores/IP from ARM. There's nothing less advanced about ARM architecture, the differences are within cores. Apple is still using v8. But I agree that Huawei and others should try to move to RISC-V in the future.
 

tonyget

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apple/intel/amd all have their private instructions. I don't think compatibility is something like "I must implement all instructions out there".

See this pic?This is the Android IDE interface. When developers make apps,they need to select the version of ARM they want their app to be compatible with. There is a downward compatiblity with older version,but only to certain degree.


https://i.stack.imgur.com/x3TJ4.png
 
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