It's a possible sign they are manufacturing consent to reduce the sanctionsI have to admit this piece is above average compared to the usual clueless rant on China from our standard US think tank.......but is not without flaws:
The administration work of last October actually turbo charged localization and more or less gifted an entire market to Chinese SME, abruptly taking it away from US companies hands.
Regarding Japan and Holland, is still early to make conclusions...but we can already (easily) foresee that Japan manufacturers will follow US route, and even sooner than later considering that for their strong points in equipment (cleaning, coating/developing) already exist very strong Chinese competitors, like for instance ACM Research. Regarding ASML, maybe they can remain in China, but they and especially their government has to play their cards very well, both with China and especially with US.
But to me the most important part of this article...is that they wrote it!
Even a random Joe (living in this world) could have written that content, nothing earth shattering, no big revelations there, anyone with honest mind that follows these topics could write that....but the huge point is that they wrote that! For them apparently is like to admit failure, but maybe there are other reasons why they decided to write an honest article (this is already a news by itself) and do it now.....
Chinese semiconductor industry
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It's a possible sign they are manufacturing consent to reduce the sanctions
Well, you mentioned the future, so I'm talking about the outlook. If a domestic 5 or 3 nm is developed and advanced chiplet packaging are available, there is no need for standalone GPUs in the future at least in the consumer space.
The consumer GPU market is tiny, most of the revenue that AMD/nVidia are generating from GPU are from corporate sales ()
There is a market for gaming GPUs, the same way there is a market for Lamborghini and Ferraris, but it's not one that will drive investment.
Given that Huawei is a player in the Server and CPU space in China already, I imagine they would try to create a captive solution rather than any expansion cards. Especially as a "US IP Free" alternative. Now, rethinking what you said, I suppose you meant just discrete chips in general rather than specifically for graphics cards, which is certainly possible.
Well you want consumer gaming GPU because it's the modern day to project "soft power" and story telling, because you see it constantly China doesnt tell it's story so the west does it for them. To the point the west introduces new terms for chinese holidays.
They are getting desperate. We have to remember that for some US semiconductor companies China is 1/3 of their revenue and in some cases is a high as 80%. The semiconductor industry lobby is being alienated when comes to the Chinese market, they don't have a voice anymore. The "I don't care about profits" people has taken over the narrative and now the industry fear two things 1) the US government may force them out of the Chinese market and 2) The sanctions force the Chinese to become more independent, basically the destruction of their monopolies inside China.
Successful Delivery of Bozhon Semiconductor's 3D AOI Inspection Machine.
On 11th September, the AOI inspection machine IR9821 series of Suzhou Bozhon Semiconductor Co., Ltd. with 3D inspection technology was officially delivered to customers.
Currently, China's 2D AOI inspection equipment has achieved a very high localisation rate, however, in the field of 3D AOI inspection, the localisation rate is roughly only 10%-20%. The delivery of this product marks a milestone in the technological breakthrough of Bozhong's semiconductor AOI inspection equipment, and at the same time, it is also a major breakthrough in China's semiconductor back-channel 3D AOI inspection equipment industry.With the accelerating pace of intelligent transformation and upgrading of the domestic manufacturing industry as well as the increasing trend of machine substitution for manual labour, the domestic 3D AOI inspection equipment market size is still expanding.
Cesistar Series AOI Inspection Machine
The Cesistar Series AOI inspection machine IR9821 delivered this time is a high-speed and high-precision fully automated visual inspection machine utilising deep learning algorithms and 3D technology to determine the quality of packages for different types and sizes of devices by providing high-performance and fully-automated optical inspection. It is widely used in the R&D and manufacturing of semiconductors, consumer electronics and optics. It can realise the inspection function for BGA, LGA, QFN, QFP and other chip package types to ensure the final package appearance quality and yield improvement.
At present, the Bozhon Semiconductor AOI appearance inspection machine series products have been updated to the third generation, with higher sensitivity to the type of small defects, in the chip particle minimum detection accuracy and deep learning algorithms, such as the performance end and the application category has also been further improved. By combining 3D measurement and deep learning algorithms to achieve rapid classification of defect types and improve package quality inspection.
In the future, Bozhon Semiconductor will continue to grasp market opportunities, accelerate product development in various segments, industrial verification and application, and continuously enrich the company's product matrix to achieve a comprehensive breakthrough in technology and help the localisation of semiconductor equipment.
There is no plan.
All these recent US actions pertaining to tech bans are all just knee jerk reflective reactions.
There is no long term plan, other than to chant USA! USA! USA! And to impose more bans when the Chinese succeed at something.
The news said that recently China Inc. gave Nvadia a $5 billion dollar order for A800 AI chips.
This will be the last order. By the time another order will be needed to be placed, got to look elsewhere.
D
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Washington is not a monolith. There is plenty of internal debate on the details of how it should go about protecting its interests, just like any other state. Viewing a single dissenting opinion from a think tank as signaling some big coordinated strategy change is foolish and the exact kind of behavior western analysts display when discussing debates in Beijing.
On another note, RSLaser was supposed to have completed a production facility last month. Has there been any reporting on that?
On another note, RSLaser was supposed to have completed a production facility last month. Has there been any reporting on that?
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