I'm wondering about YMTC as well these days. Outside of the singular Weibo post claiming that they've achieved mass production of 300+ layer NAND, I haven't seen much news from them these past few months.
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Chinese semiconductor industry
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Also Reuters reports this:
The source is , a Chinese official financial newspaper with headquarters in Shenzhen (Huawei's city).
Reuters clarifies that the expected 40M sales are just for 2023:
This is beyond impressive to me! How much wpm capacity is needed for 40M phones? Assume they started producing in March, it is 8/9 months production for 40M phones, it means a yearly capacity of 60M Kirin 9000s chips. That's huge!
Mainly they have fully counterbalanced any possible ban on Nvidia AI: at this point a US ban would give the whole Chinese AI market to Huawei....even the most hawkish US think tanker cannot be that stupid!
.....or OTH it is maybe possible China is bluffing on it, a big, royal bluff just to avoid possible additional bans, and to gain precocious time while US remains at the window to see if SMIC 7nm capacity is for real.
I would not think is a bluff, but I'm very curious to see how this thing develops.
I’m sure they mean 40m units across all product lines this year, not just the mate 60. Note that Huawei shipped 14.3m units the first 6 months of the year.
I appreciated the Dylan Patel column. He’s rigorous, and went at this from first principles. Way more interesting/informed than 90% of the stuff we have read this week. We can disagree with his conclusions and future predictions, of course.
I think it’s clear the US had to do a LOT of arm twisting to get the Dutch to agree to the first set of sanctions for ASML… to now go back and ask for more? Because the first set didn’t keep Huawei from building a smartphone? Sorry, I don’t see the Dutch agreeing to that - at least not until waiting to see who wins the 2024 election in the US.
And at that point, SMIC will probably have enough capacity for 100k wpm + Chinese tooling will be ready for market.
Check mate
I appreciated the Dylan Patel column. He’s rigorous, and went at this from first principles. Way more interesting/informed than 90% of the stuff we have read this week. We can disagree with his conclusions and future predictions, of course.
I think it’s clear the US had to do a LOT of arm twisting to get the Dutch to agree to the first set of sanctions for ASML… to now go back and ask for more? Because the first set didn’t keep Huawei from building a smartphone? Sorry, I don’t see the Dutch agreeing to that - at least not until waiting to see who wins the 2024 election in the US.
And at that point, SMIC will probably have enough capacity for 100k wpm + Chinese tooling will be ready for market.
Check mate
I've met him irl. Dylan comes off as a ML enthusiast that thinks he's qualified to talk about chips and GPUs just because he's got low-level connections in Taiwan and Nvidia. The only bigshots that pay any attention to him are VC and software numbskulls like Sam Altman or Elon who don't know the first thing about hardware.
The Kirin 9000S is the first ever mobile ARM SoC to implement SMT. Has anybody posted about SMT hyperthreading perf for the Kirin chip?
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I guess you are right, I missed that.
Anyhow, because they now expect a +20% shipments, we can safely assume this new increase is all due to Kirin 9000s, if total for 2023 is 40M, it means at least 7M more Kirin 9000s, that is still very impressive.
Battery life tests for the mate 60 pro:
It’s about what I would expect. Even with the substantially larger battery, the phone’s overall battery life ranks middle / bottom - although still slightly better than comparable IPhone 14.
With the process limitations, the processor will just consume more juice. Of course, with better battery technology (including high speed charging)… all that matters is how long can I use my phone for?
It’s about what I would expect. Even with the substantially larger battery, the phone’s overall battery life ranks middle / bottom - although still slightly better than comparable IPhone 14.
With the process limitations, the processor will just consume more juice. Of course, with better battery technology (including high speed charging)… all that matters is how long can I use my phone for?
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IMG_7982.jpeg
Look at the "RS144D" excimer laser in the upper left corner for the model number. However, this is not for immersion DUV lithography machines. It is dry type and has been mass-produced. The indicator is only 40w 4khz.
The immersion DUV lithography machine is an improved version of this light source, called "RS166Di", with an indicator of 60w 6khz, and was successfully developed in 2022.
The immersion DUV lithography machine is an improved version of this light source, called "RS166Di", with an indicator of 60w 6khz, and was successfully developed in 2022.
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