Chinese semiconductor industry

The upcoming U.S. rules could hit ASML, the world's leading chip equipment maker and Netherlands' largest company, because its systems contain U.S. parts and components, as Reuters exclusively reported in June.

A spokeswoman for ASML declined comment.

supersnoop said:

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.

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They will get to standalone GPU out long before 3nm process becomes available.

supersnoop said:

The consumer GPU market is tiny, most of the revenue that AMD/nVidia are generating from GPU are from corporate sales (

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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.

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Have you missed both Moore thread and meta x getting into graphic rendering GPU? Application goes beyond just gamers and reach metaverse and cloud desktop. When it comes to Huawei, it's clearly not offering competitive product right now for people seeking gaming experience. Higher end GPU allows more competitive product in any kind of graphics rendering.

I suggest you go watch some of these review videos. Huawei is moving heaven and earth to make sure it has the best product. Seriously, please go watch the videos

tphuang said:

They will get to standalone GPU out long before 3nm process becomes available.

Have you missed both Moore thread and meta x getting into graphic rendering GPU? Application goes beyond just gamers and reach metaverse and cloud desktop. When it comes to Huawei, it's clearly not offering competitive product right now for people seeking gaming experience. Higher end GPU allows more competitive product in any kind of graphics rendering.

I suggest you go watch some of these review videos. Huawei is moving heaven and earth to make sure it has the best product. Seriously, please go watch the videos

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I agree. There is huge profits to be made with GPU. Gaming is a small portion of it. That said I am actually very optimistic about Huawei gaming GPU as well. They already have a good design in their mobile set up. I would say Huawei is about same progress as Intel in this regard 2 years ago.

One major barrier to gaming GPU is driver optimosation. They already have experience working on drivers for their mobile device. All the talent and structure is there, just need to adapt to desktop.

Yes data centet pay more, but gaming GPU is like a freebie that comes along with investment on data center. Therefore it is less investment than you would think.

horse said:

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.

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Come on Bro, this what the Chinese are waiting for, SMEE is itching to unveil its SSA800 DUVi BUT for some reason Beijing is holding back, maybe this is a way to retaliate and embarrass the US at their owned making. Like what happen with Huawei Mate60 Pro, the impact will be huge especially the prestige that goes with it, meaning THAT US sanction is a paper tiger.

TK3600 said:

I agree. There is huge profits to be made with GPU. Gaming is a small portion of it. That said I am actually very optimistic about Huawei gaming GPU as well. They already have a good design in their mobile set up. I would say Huawei is about same progress as Intel in this regard 2 years ago.

One major barrier to gaming GPU is driver optimosation. They already have experience working on drivers for their mobile device. All the talent and structure is there, just need to adapt to desktop.

Yes data centet pay more, but gaming GPU is like a freebie that comes along with investment on data center. Therefore it is less investment than you would think.

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I think you make a good point. They are already doing this right now for K9000S. In fact, they are patching features like frame filling just to deal with low FPS on hi-end gaming because their SoC uses too much power for higher FPS.

So, they could go with a larger SoC die to increase its performance, but that would still make power consumption & over heating a real problem.

If they can make a standalone GPU that gets installed on another part of the tablet and put a lot of heat dissipation around that too & optimize it, then you have 2 smaller heat centers vs 1 large heat center, easier to deal with.

And for laptops, you can have fans next to GPUs, so this is less of a concern.

For laptops, you generally don't do SoC. You have a CPU typically, so a Kunpeng-930 and then you'd want to pair it up with a GPU anyways for rendering and low end gaming.

I just see that given the amount of work they are already doing with Maleeon, it's a no brainer to go ahead with a full blown GPU. After all, the Ascend NPU also gets a scaled down version in Kirin-9000S

"Conversation with Dr. Douglas Fuller, as associate professor at the Department of Economics, Government and Business, Copenhagen Business School in Denmark, is the 385th in “The Trans-Pacific View Insight Series."

What is a Prof. in economics, government and business has any authority in Semiconductor manufacturing?

Typical complete downplay of any Chinese progress. Nothing matters no matter what China does.

tamsen_ikard said:

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"Conversation with Dr. Douglas Fuller, as associate professor at the Department of Economics, Government and Business, Copenhagen Business School in Denmark, is the 385th in “The Trans-Pacific View Insight Series."

What is a Prof. in economics, government and business has any authority in Semiconductor manufacturing?

Typical complete downplay of any Chinese progress. Nothing matters no matter what China does.

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Then post it to the funny thread instead of here

vincent said:

Then post it to the funny thread instead of here

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I don't it funny. I find it depressing and frustrating. Its like the perennial underdog who is constantly trying to impress his peers only to be dismissed no what progress he makes. The lack of respect regarding any Chinese progress from these anti-China think tanker crowd only makes you want to see even more Chinese progress that will be a big slap in the face of these people.

tamsen_ikard said:

I don't it funny. I find it depressing and frustrating. Its like the perennial underdog who is constantly trying to impress his peers only to be dismissed no what progress he makes. The lack of respect regarding any Chinese progress from these anti-China think tanker crowd only makes you want to see even more Chinese progress that will be a big slap in the face of these people.

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It is pointless to post shit takes in this thread. They contribute nothing to our knowledge.