Chinese semiconductor industry

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european_guy

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escobar said:
Baidu ordered 1,600 of Huawei's 910B Ascend AI chips
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Interesting info in this article:
Baidu ordered 1,600 of Huawei Technologies' 910B Ascend AI chips - which the Chinese firm developed as an alternative to Nvidia's A100 chip - for 200 servers, the source said, adding that by October, Huawei had delivered more 60% of the order, or about 1,000 chips, to Baidu....Huawei was to deliver all of the chips by the end of this year.
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They have ordered in August, before new export bans kicked in

order's total value was approximately 450 million yuan ($61.83 million)
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It is about $38K per chip, definitely not cheap and way more expensive than Nvidia

Such high prices will push Baidu, Alibaba and the other Chinese giants to design their own AI chips and partner with SMIC for manufacturing. They already have chip designer subsidiaries and it's very possible for them to go to SMIC directly, bypassing Huawei.

The real bottleneck here is SMIC 7nm capacity: they have to increase it and not sell it exclusively to Huawei. Other Chinese actors have to be able to access it for a healthy AI Chinese ecosystem.

SMIC advanced node capacity in this moment in history is a national strategic asset and should be managed as such at national level, and not just from a pure business logic point of view.
 
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liospopo

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european_guy said:
Interesting info in this article:


They have ordered in August, before new export bans kicked in



It is about $38K per chip, definitely not cheap and way more expensive than Nvidia

Such high prices will push Baidu, Alibaba and the other Chinese giants to design their own AI chips and partner with SMIC for manufacturing. They already have chip designer subsidiaries and it's very possible for them to go to SMIC directly, bypassing Huawei.

The real bottleneck here is SMIC 7nm capacity: they have to increase it and not sell it exclusively to Huawei. Other Chinese actors have to be able to access it for a healthy AI Chinese ecosystem.

SMIC advanced node capacity in this moment in history is a national strategic asset and should be managed as such at national level, and not just from a pure business logic point of view.
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I don't think the price is accurate. You can buy a high-end ascend card from JD.com for much cheaper price.
 
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tonyget

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Fredrik said:
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This Sohu news is a quote from Reuters，in other words，it's foreign news

11月7日消息，据路透社报道，两位知情人士称，百度今年已经开始向华为订购人工智能（AI）芯片，这进一步表明美国政府限制高性能计算芯片对华出口的举措，正在促使中国厂商接受国产AI芯片来作为英伟达（Nvidia）用于AI加速的高性能GPU的替代品。

According to a Reuters report on November 7, two people familiar with the matter said that Baidu has begun ordering artificial intelligence (AI) chips from Huawei this year, which is further evidence that the U.S. government’s measures to restrict the export of high-performance computing chips to China are prompting China to Manufacturers accept domestic AI chips as alternatives to Nvidia's high-performance GPUs for AI acceleration.
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Remember，Baidu and Huawei are competitors in many area.
 
H

huemens

Junior Member
Registered Member
european_guy said:
Interesting info in this article:


They have ordered in August, before new export bans kicked in



It is about $38K per chip, definitely not cheap and way more expensive than Nvidia

Such high prices will push Baidu, Alibaba and the other Chinese giants to design their own AI chips and partner with SMIC for manufacturing. They already have chip designer subsidiaries and it's very possible for them to go to SMIC directly, bypassing Huawei.

The real bottleneck here is SMIC 7nm capacity: they have to increase it and not sell it exclusively to Huawei. Other Chinese actors have to be able to access it for a healthy AI Chinese ecosystem.

SMIC advanced node capacity in this moment in history is a national strategic asset and should be managed as such at national level, and not just from a pure business logic point of view.
Click to expand...

That chip count and money figure are from two different sources. So we don't know if that figure maps exactly to that order of 1600 chips.
 
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CMP

Senior Member
Registered Member
N00813 said:
Maybe Baidu deal includes training, warranty, long term support
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There's no maybe about it. When large companies are buying high cost/volume hardware, the extended warranty/service/training/certifications are a drop in the bucket and definitely worthwhile.
 
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