No idea on Nvidia chips. But for Ascend, did you forget factoring in the cost of R&D, management overhead, etc.?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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sure, you have $900 of that per chip, lol. What is your point? Everything ends up inside HW.
Shanghai Jita got another 13.5B RMB of funding
Over the past 5 years, Jita has accumulated 70k wpm of 6-inch, 110k wpm of 8-inch & 50k wpm of 12-inch + 30k wpm SiC
It produces BCD, IGBT, MOSFET, TVS & SiC modules for varios applications
They are waiting for a new wave of sanction from the US before officially announcing its launching.
You need a perfect moment to shattered and embarrass the American Prestige, Gina Raimondo knew it so she will just dismissed it and move on, especially with the Presidential election fast approaching.The point is to compare apple to apple? Unless that price tag of $10k for nvidia a800 does not cover R&D, management overhead etc.
Here comes Sullivan's threat. This moron just threatened NK not to sell weapons to Russia but forgot that NK was already totally cut off from the West and sanctioned.
(Bloomberg) -- The US is working to establish the full details of Huawei Technologies Co.’s advances in chip technology, news of which has stoked Chinese nationalism and ignited speculation about the effectiveness of Washington’s curbs on the country’s vast technology sector.
US National Security Advisor Jake Sullivan said on Tuesday the government wanted to know the precise composition of the processor in Huawei’s Mate 60 Pro, which a teardown conducted for Bloomberg News revealed was just a few years behind the current generation and made by US-blacklisted Semiconductor Manufacturing International Corp.
Sullivan broke Washington’s silence after Huawei abruptly released its handset without fanfare last week while Commerce Secretary Gina Raimondo visited China. State-backed Chinese media on Wednesday again called the revelation a breakthrough in efforts to reduce reliance on American technology. The Economic Daily said it embodied “China Essence” — a play on the very similar words for “chip” and “heart.”
“I’m going to withhold comment on the particular chip in question until we get more information about precisely its character and composition,” Sullivan said during a White House briefing on Tuesday. “What it tells us, regardless, is that the United States should continue on its course of a ‘small yard, high fence’ set of technology restrictions focused narrowly on national security concerns, not on the broader question of commercial decoupling.”
Huawei and SMIC are both subject to US sanctions preventing them from accessing the most advanced chipmaking and equipment, on fears of potentially aiding China’s military. The Mate 60 Pro, built around a 7nm Kirin 9000s processor, suggests initial progress in Beijing’s effort to wean itself off American technology. Some analysts on Wednesday suggested that the device, if Huawei could get it made on a large scale, could threaten Apple Inc.’s iPhone sales in the country.
Shenzhen-based Huawei released its flagship device without an official launch event — but word quickly spread on social media as patriotic sentiment swept across Weibo and other networks after initial reports emerged about its chip and fast wireless capabilities.
The phone triggered a rally in Chinese chipmaking suppliers and a hunt for Huawei-linked companies that may benefit from its development of a made-in-China processor. Analysts including Jefferies’ Edison Lee argued that a mass-production model could hurt Apple in one of its largest markets. The Mate 60 Pro could impact sales of Apple Inc.’s next-generation iPhone by as much as 38%, Lee said.
“It’s become very clear that the semiconductor industry is very strategic to every nation in the world. Given the geopolitical tensions, each country is doing its best to stabilize and enhance their own operation,” Ajit Manocha, chief executive office of industry group SEMI, told Bloomberg Television. “So I’m not surprised that China has actually been working on this for years.”
Read more: Huawei Model May Take 38% of iPhone 15’s China Sales: Jefferies
Some experts cautioned that the US-led global campaign to block China’s access to cutting-edge technologies may falter if the government fails to act when a breach of those curbs is identified.
US officials have repeatedly said they seek to de-risk rather than decouple from China. President Joe Biden’s administration has sought to engage Beijing and reduce tensions between the world’s two biggest economies and military powers, at a time Beijing is grappling with economic uncertainty. Washington has in recent months dispatched senior officials like Raimondo and Secretary of State Antony Blinken to Beijing, though these trips did not appear to have yielded significant results.
“Huawei is testing the US red line now. If the US doesn’t take any action, Huawei will think there’s nothing to be afraid of, and its other suppliers will start to emulate what SMIC does and US sanctions will crumble,” said Lin Tsung-nan, an electrical engineering professor at National Taiwan University.
(Bloomberg) -- The US is working to establish the full details of Huawei Technologies Co.’s advances in chip technology, news of which has stoked Chinese nationalism and ignited speculation about the effectiveness of Washington’s curbs on the country’s vast technology sector.
US National Security Advisor Jake Sullivan said on Tuesday the government wanted to know the precise composition of the processor in Huawei’s Mate 60 Pro, which a teardown conducted for Bloomberg News revealed was just a few years behind the current generation and made by US-blacklisted Semiconductor Manufacturing International Corp.
Sullivan broke Washington’s silence after Huawei abruptly released its handset without fanfare last week while Commerce Secretary Gina Raimondo visited China. State-backed Chinese media on Wednesday again called the revelation a breakthrough in efforts to reduce reliance on American technology. The Economic Daily said it embodied “China Essence” — a play on the very similar words for “chip” and “heart.”
“I’m going to withhold comment on the particular chip in question until we get more information about precisely its character and composition,” Sullivan said during a White House briefing on Tuesday. “What it tells us, regardless, is that the United States should continue on its course of a ‘small yard, high fence’ set of technology restrictions focused narrowly on national security concerns, not on the broader question of commercial decoupling.”
Huawei and SMIC are both subject to US sanctions preventing them from accessing the most advanced chipmaking and equipment, on fears of potentially aiding China’s military. The Mate 60 Pro, built around a 7nm Kirin 9000s processor, suggests initial progress in Beijing’s effort to wean itself off American technology. Some analysts on Wednesday suggested that the device, if Huawei could get it made on a large scale, could threaten Apple Inc.’s iPhone sales in the country.
Shenzhen-based Huawei released its flagship device without an official launch event — but word quickly spread on social media as patriotic sentiment swept across Weibo and other networks after initial reports emerged about its chip and fast wireless capabilities.
The phone triggered a rally in Chinese chipmaking suppliers and a hunt for Huawei-linked companies that may benefit from its development of a made-in-China processor. Analysts including Jefferies’ Edison Lee argued that a mass-production model could hurt Apple in one of its largest markets. The Mate 60 Pro could impact sales of Apple Inc.’s next-generation iPhone by as much as 38%, Lee said.
“It’s become very clear that the semiconductor industry is very strategic to every nation in the world. Given the geopolitical tensions, each country is doing its best to stabilize and enhance their own operation,” Ajit Manocha, chief executive office of industry group SEMI, told Bloomberg Television. “So I’m not surprised that China has actually been working on this for years.”
Read more: Huawei Model May Take 38% of iPhone 15’s China Sales: Jefferies
Some experts cautioned that the US-led global campaign to block China’s access to cutting-edge technologies may falter if the government fails to act when a breach of those curbs is identified.
US officials have repeatedly said they seek to de-risk rather than decouple from China. President Joe Biden’s administration has sought to engage Beijing and reduce tensions between the world’s two biggest economies and military powers, at a time Beijing is grappling with economic uncertainty. Washington has in recent months dispatched senior officials like Raimondo and Secretary of State Antony Blinken to Beijing, though these trips did not appear to have yielded significant results.
“Huawei is testing the US red line now. If the US doesn’t take any action, Huawei will think there’s nothing to be afraid of, and its other suppliers will start to emulate what SMIC does and US sanctions will crumble,” said Lin Tsung-nan, an electrical engineering professor at National Taiwan University.
the R&D cost are sunk. denying profit to US, while building up human capital in china is more important at this stage.
with the profit margin that nvidia chips are having, it is not difficult to make a small profit while undercutting it in price.
Translation: this time I will think twice before making bold statements (like he did last year giving implicit green-light to the big October ban).
Also Gina Raimondo made a kind of soft U-turn now, pushing for developing business with China and just giving some vague lip service ("we'll never compromise on national security") to what was instead her mainline just few months ago.
I'm staring to think that maybe this time they will not retaliate...but OTH bunch of think tankers and "experts" shills already started fuming in anger, supported by the always zealous media, and at the end, as usual, I'm afraid low level political tactics and warmongering neocons will prevail again...
Considering both Huawei and SMIC are already sanctioned, what exactly is the US going to do? Send them a strongly worded letter? Fentanyl induced copium right here.
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