CN mean packaging in China. 2035 most likely not referred to date.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I got that part as well, but does he speculate where it was made? it seemed like he leaned towards SMIC but could it have been a cop from their stockpile 3 years ago?
He concluded new ICs from SMIC.
Just to understand the earlier news wrt. Huawei and Qualcomm. It was Huawei that stopped buying from Qualcomm, right?
Which would sense since they had the new Kirin chips to replace what Qualcomm used to supply. However it would also show that they expect to produce as much as they need (otherwise why cut off Qualcomm) and it therefore cannot be a 3-year old stock from TSMC in some new packaging.
The state of the art for IC is 7nm chip inside China, today.
As far as I know, no one makes a 5nm AI chip.
That will change soon, but that does not mean the entire world change over from a 7nm AI chip to a 5nm AI chip. No, the hell, way, that will happen.
Didn't China Inc. place a $5 billion dollar order with Nvidia for their A100 which still uses a 7nm chip IIRC?
At 7nm, means China Inc. is in the game, fighting, scratching and clawing.
And the best is yet to come.
As far as I know, no one makes a 5nm AI chip.
That will change soon, but that does not mean the entire world change over from a 7nm AI chip to a 5nm AI chip. No, the hell, way, that will happen.
Didn't China Inc. place a $5 billion dollar order with Nvidia for their A100 which still uses a 7nm chip IIRC?
At 7nm, means China Inc. is in the game, fighting, scratching and clawing.
And the best is yet to come.
There isn't any details in the article. Their report will be released next week.
The article is not available. Can you please post it here?
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