Chinese semiconductor industry

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antiterror13

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Tweet from TechInsights about Kirin 9000s



An SCMP article partly written off of the original post TechInsights made on Chinese social media.
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Interesting that Huawei have access to Armv9.2 for Cortex-A720 on Kirin 9000s ... I thought Huawei had lost it until v8

Also interesting that Cortex-X4 is not included in Kirin 900s, not sure the reason, whether consider is not needed or have no access to X4 or price wise is too expensive
 

tphuang

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TianTongCoverage.jpg

Been posted on weibo. Here is the coverage of Tiantong-1 stellites, white operates in GEO

HW before HR
而华为Mate60Pro开始,一下子卫星电话变成智能机的一个功能,智能手机在把相机、MP3、MP4、导航仪等兼并后又把卫星电话给兼并了。已经有网友测试了,Mate60Pro对星后把手机放裤兜也可以接到电话。
现在增加卫星电话这个功能月租也就是增加10元,而随时随地打电话,保持联系是安全的需要,一年100多元,自己出去吃一次好点自助餐都不够,却可以提供很好人身安全保证,极端情况下可以救命。
类似前次罗布泊4人要有卫星电话就没有这个生命问题,哀牢山探险队也不会有生命危险等;他们不配卫星电话还是因为贵和不方便,回到城里或者日常工作地那些卫星电话就不是需要的、吃灰。

当大众化低收费和手机兼容卫星电话后,以后是千万级、亿级开通该功能,一年月租就可以收入10亿到100亿的规模,完全可以养起一个庞大的卫星通信产业链了。

后续当中国星链上去了,华为手机一定也可以实现随地上网却不算贵的诉求。那时候邮轮和野外都不影响通话和上网了。而且我认为2030前就可以实现,也可能就是Mate100就可以到了。这将是华为做了马斯克星链想做而做不到的事情;因为马斯克还无法解决他的星链用手机就可以接收、无需通过碟形天线转换的问题。

可以说,华为这个智能手机兼容卫星电话还不加价的本事,打开了卫星电话大众化和普及化的大门,产业链马上就会跑起来,这是一个非常棒的科技和产业创新。Mate60Pro对于卫星电话产业影响和iPhone对智能机产业影响是一个概念,元

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From Huawei's own paper,
The global communications ecosystem believes satellite-based communications to be an important part of 5G-Advanced and 6G.
it mentions VLEO in there, which I think is unlikely at this point.

But one thing for sure is that Tiantong-1 at GEO altitude? is too far away and can't provide the coverage needed. Chinese Starlinks can't get launched fast enough. If Huawei wants to really compete, it needs to be funding the Chinese starlinks program before Musk network takes over the entirely orbit
 

tokenanalyst

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Weilai Capital increases its holdings of Jingzhan Semiconductor, Gallium Nitride has a bright future.​


ecently, Suzhou Jingzhan Semiconductor Co., Ltd. underwent industrial and commercial changes, adding Hefei Jianjing Equity Investment Partnership (Limited Partnership) and Hefei Weilai Industry Development Equity Investment Partnership (Limited Partnership) under Weilai Capital as shareholders. At the same time, the company registered The capital increased from approximately RMB 74.59 million to approximately RMB 76.91 million.

Jingzhan Semiconductor is a professional epitaxy foundry providing GaN epitaxy solutions. In terms of power electronics, it mainly provides GaN HEMT epitaxial wafers on silicon wafers of various sizes, widely covering 200V, 650V, 1200V and even higher voltage application scenarios, and can provide depletion mode (D-mode) and enhancement mode ( E-mode) two epitaxial structures.
According to the data, gallium nitride has the advantages of wide bandgap, high frequency, low loss, and strong radiation resistance, and can meet the requirements of high efficiency, low energy consumption, and high cost performance in various application scenarios, so it has attracted close attention from the capital market.

At present, the application of gallium nitride is no longer limited to the consumer electronics market such as fast charging, but continues to advance to the data center, renewable energy and even new energy vehicle markets.

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AssassinsMace

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Why does the US need to nurture Vietnam to become a main chip factories to compete with China? It doesn't even make much sense as chips can be easily imported from TW, SK, and the US.
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Because the US can't manufacture so-called "legacy chips" that they still need without it being astronomical in price. Ironic because the US needs a totalitarian state to break all Western labor standards so that they're cheap enough to produce and sell.
 

Phead128

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Why does the US need to nurture Vietnam to become a main chip factories to compete with China? It doesn't even make much sense as chips can be easily imported from TW, SK, and the US.
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They are worried when China resolves the Taiwan and Korea question, then 60% of global supply
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will be cut off for US. Hence on-shoring as insurance, even if 30% more costly. What doesn't make sense is US sanctioning a world power like China to stop or slow it's development.
 

huemens

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Interesting that Huawei have access to Armv9.2 for Cortex-A720 on Kirin 9000s ... I thought Huawei had lost it until v8
ARM including the v9 was available to Huawei until towards the end of 2022. I have posted here statements ARM made to the press before that, where they said all ARM versions including the latest were available to Huawei because they determined that ARM IP is of UK origin, not US. However towards the end of 2022 there were reports that ARM is going to stop selling to Huawei due to UK and US restrictions. So Huawei had plenty of time to license v9 Cortex cores as well as buy v9 architectural license. I don't know if they bought or not.
 

antiterror13

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ARM including the v9 was available to Huawei until towards the end of 2022. I have posted here statements ARM made to the press before that, where they said all ARM versions including the latest were available to Huawei because they determined that ARM IP is of UK origin, not US. However towards the end of 2022 there were reports that ARM is going to stop selling to Huawei due to UK and US restrictions. So Huawei had plenty of time to license v9 Cortex cores as well as buy v9 architectural license. I don't know if they bought or not.

so, can we say that v9 is the last version Huawei have and no more?
 

huemens

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so, can we say that v9 is the last version Huawei have and no more?
I don't think that will be a problem. It would be several years before a new major architectural change is adopted for ARM. Apple still have not moved to v9. RISC-V is now an officially supported platform for Android and Debian. So, I believe RISC-V would have enough time to become mainstream before another ARM version becomes prominent.
 
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