Nah they won't. One day in 2025-2027 when a US official is visiting, Huawei will suddenly start selling the Mate 100 with drastically improved performance and a week later someone with a SEM will confirm it's a 3 nm EUV process. That's how we'll know.Well to be honest bro, I'm waiting for this BIG SANCTION to happen for selfish reason, It will forced the Chinese to official acknowledge the existence of SSA800 DUVi, its performance and their EUVi program and project.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Huawei not only can manufacture AI chips (Ascend 910), but is selling AI clusters (Atlus 900). The real problem is production capacity. People ask why are some companies still buying NVIDIA when Huawei has AI clusters. And I'll say it plain, SMIC is a real company, they can't just automatically produce more 7nm chips.
That is the problem with America at the moment their entire strategy is to hold China back and not lift America up. They are simply unable to do the latter because of the varius structural problems with the US economy and financial system. In the end its their domestic problems that will overwhelm them not China or any other outside force. Its a losing strategy.
Never understood their obsessions with restricting AI hardware when the tasks are highly parallelizable. What exactly are they trying to achieve? Make Chinese company spending more money on less efficient hardware? Does anyone have a breakdown of the cost of training an AI model? How much goes to hardware and electricity and how much goes to salaries and acquiring data?
This Reuters article has more info.
Apparently not going to touch the cloud computing this time. May be Biden saving some for when the election gets nearer.
I wonder why Paul is saying this is so huge. He says its going to be beyond anything Beijing is expecting, and China may have to resort to an actual retaliation this time.
In the original restriction the language they had used had an "AND" instead of an "OR". Like if the speed is xxx and bandwidth is yyy. So Nvidia just applied boolean logic to that statement.
Apparently not going to touch the cloud computing this time. May be Biden saving some for when the election gets nearer.
I wonder why Paul is saying this is so huge. He says its going to be beyond anything Beijing is expecting, and China may have to resort to an actual retaliation this time.
they do have TSMC fabbing it, but a reduced version BR104S.
Speaking of Biren, MOST deputy visited them recently
They have been working with China mobile and have deepened relationship. They were in their ecosystem meetin
i mean anything they do here basically sinks A800 and Biren, while handing most of the market to Huawei. Looks like the people at Tencent & Bytedance should've invested more into Ascend platform
btw, it would be hard to say this doesn't change things, since firms that depended on A800 orders will now have to figure out a transition plan to domestic chips.
- Status