Chinese semiconductor industry
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Q：针对华为的昇腾芯片，其有哪些主要的产品和应用领域？从市场份额来看，与国外竞争对手相比，华为的昇腾芯片在性能和生态方面如何？
A：华为的昇腾芯片主要有910、310和GDP系列，其中910和310主要用于AI的训练和推理。华为还推出了一系列名为阿特拉斯的产品，包括云端使用的推理服务器、加速卡、推力卡、视频卡和加速模块等。这些产品广泛应用于政府运营商、金融、制造业、能源、交通等行业，性能方面可以与英伟达相媲美，但华为着重于生态建设，投入了大量资源。
Q：针对华为的昇腾芯片，其有哪些主要的产品和应用领域？从市场份额来看，与国外竞争对手相比，华为的昇腾芯片在性能和生态方面如何？
A：华为的昇腾芯片主要有910、310和GDP系列，其中910和310主要用于AI的训练和推理。华为还推出了一系列名为阿特拉斯的产品，包括云端使用的推理服务器、加速卡、推力卡、视频卡和加速模块等。这些产品广泛应用于政府运营商、金融、制造业、能源、交通等行业，性能方面可以与英伟达相媲美，但华为着重于生态建设，投入了大量资源。在中国市场，华为昇腾芯片在AI服务器方面已占据了约8%的市场份额，预计未来将进一步提升。受到国际政策的限制，美国对华为的AIGPU芯片出口进行限制，这对华为来说反而是一次机会，迫使更多客户转向国产的昇腾芯片。在国内，华为实际上是最大的玩家，明年有望再次提升市场份额。总体来看，昇腾芯片在中国市场有很大的发展空间。
Q：910b和910c能够实现多高的皮肤？920的性能如何？
A：910b能够达到500多t，910c能够做到1200t以上，相当于h100。920能够做到1200多t，相当于h100。根据气改说法，910c大概也能
够做到1000多t。
Q：910c和920的量产时间进度如何？
A：910c明年上半年会有样片，下半年会供货。920最早的样片也会在明年下半年，供货时间会更晚一些。
Q：910b今年出货数量如何？明年的预期如何？
A：今年910b预计能够出货5万片以上。明年预计能够实现20万片的产量。
Q：910b的产能规划是怎么样的？20万片的产能占整个产能的比例是多少？
A：具体的产能规划和整体产能利用率不清楚。但是可以保证910b的产能，一个月应该能够达到一万片的规模，并能够支撑几千万芯片的需求量
Q：910c的产品率达到多少？服务器的架构是怎么样的？
A：产品率目前应该是50%左右。目前的AI服务器架构是8张加速卡，涉及到四个昆虫的CPU和光模块的使用。
Q：最新的920d对应的光模块是多少？
A：九阳剂现在是200g的加速卡，未来可能会有200g和400g的可选形式，200g的已经足够满足很多场景的需求。
Q：当前服务器的主要客户有哪些？
A：原文中没有提到相关内容。
Q：昇腾可在哪些行业应用最为广泛？
A：昇腾在互联网行业、运营商行业和政府行业的应用较为广泛。互联网行业占据了近八成的份额，其中大中型互联网厂商如科大讯飞、美团等都是昇腾的重要用户。运营商行业也有一定需求，包括移动、电信、联通等都有使用昇腾芯片的计算中心。政府行业方面，各地政府和公共事业部门的计算中心以及资源中心也是昇腾的重要用户，占据了近15%的份额。除此之外，还有一些第三方战略更新、金融、教育、科研等行业也有昇腾的应用需求。
Q：昇腾芯片在互联网行业主要由哪些大型玩家使用？
A：在互联网行业内，昇腾芯片主要被大型玩家使用，例如科大讯飞、美图、清华自主等。其中，科大讯飞已经成为重要合作伙伴，他们的需求量较大且未来肯定会扩展。同时，一些知名企业如阿里系的蚂蚁金服、百度、腾讯等也采用了升腾芯片。
Q：在产业链中，昇腾与其他玩家是如何进行分工合作的？
A：在升腾的产业链中，尤其是在等级生态方面的合作比较多。整个产业链的伙伴会联手推动产品的开发和市场推广。昇腾芯片的生态系统建设丰富，因此伙伴们可以享受到技术开发的灵活性、方便性和便捷性，同时综合成本也会考虑到生态建设丰富带来的低成本。
Q：目前昇腾产业链中的主要玩家有哪些，其出货量占比如何？
A：目前昇腾产业链中的主要玩家包括华为、保德长江计算、张江昆虫、神马、清华同方、新华山、荷兰昆仑等。其中华为自己出货量占了三成，硬件伙伴的出货量占了七成。其中华工电影院的出货量占比大概两成多一点，河南昆仑大概占10%左右，宝德接近于61寸多，神马有3个4个世界，还有唐嫣、离散同方、江间昆虫、中国新华山和黄河3G百姓等，它们的出货量相对较少。整体来说，昇腾产业链维持了一个整体生态，每个群体都在发挥作用。
Q：昇腾产业链中的鲲鹏和生态伙伴有什么区别？
A：鲲鹏也是有等级的生态伙伴，主要是做整机的生态伙伴，包括一些服务器、PC等产品。很多鲲鹏的生态伙伴中有相当一部分也是做生成服务器的，因为服务器的CPU使用的是鲲鹏的芯片。所以可以说鲲鹏的等级伙伴和生态伙伴有一定的重叠。
Q：昇腾的产量情况如何？
A：去年鲲鹏的出货量大概接近30万台，今年力争全年能够达到40万台。目标会有一定的挑战，因为今年整体市场形势不是很好。不过像运营商、金融等行业的采购量相对较大，部分行业的采购量有所增长。下一年的目标是争取50万台以上的增长，预计明年中国市场的国产服务器产量将接近70多到80万台，华为应该能占到这个市场份额的70%左右。
Q：明年的预期如何？
A：明年鲲鹏的目标是剩下50万台以上的增长，基本上可以占到国产服务器份额的一半以上。预计明年中国市场的国产服务器产量将接近70多到80万台，而华为可能能达到70万台，相当于市场的七成左右。
Q：明白这边的主要的客户还是国内的运营商这些是吗？今年的情况看起来政府的占比有可能会下滑，但是金融和金融的占比会向显著上升。运营商也有可能是微频略有点下滑，利率的下滑，但是总量应该还是增长的。
A：根据去年的情况，运营商是最大的客户，占据了产业链三分之一的需求量。政府采购量不完全，而金融占比增高。今年政府的占比可能会下降，但金融占比会显著上升。运营商的需求量可能微幅下滑，但总量应该还是增长的。
Q：交换链上的交换机产业链伙伴有哪些？
A：交换机的伙伴主要是代工厂家，以规避美国制裁。华融通信是其中一个较大的代工厂家，他们帮助我们采购相关的芯片来生产交换机。还有其他一些合作伙伴，如菲尼克斯、苏宁科斯等，他们也是我们的代工厂家，制造中低端的交换机产品。
Q：我们的910和910b与其他国产CPU在性能上相比如何？
A：目前国内能够与我们在AI训练芯片领域进行相比较的主要厂家有谭伟业、LG等。他们的性能在SP16方面大约是96t通道。与我们的性能相比，我们的芯片性能要高一些。还有一些其他厂家，如摩尔线程，它的性能在ft320方面约为45t，与我们的性能相当。综合来看，我们的910b相当于我们的一个平台，而其他国产CPU在性能上相对较低。
Q：对于昇腾产业链，目前市场上能看到的主要产品有哪些，有哪些经验和企业是比较值得关注的？
A：目前市场上可以看到的一些主要产品有海南dcu和沐曦的c100。这些产品在科学计算和图形方面有一定的性能表现，并且有一些样片和小规模应用的经验。国内也有很多创新公司在做类似的产品。但整体来说，华为仍然是这个领域里最具有分量的玩家，无论是在技术、产品供应链连续性等方面都非常强。
Q：关于沐曦，它的情况是怎样的？它主要偏重哪个方面？目前有什么进展？
A：沐曦是一个比较重点关注的企业，主要偏重图形方面的应用。据说他们在拓展军口方面会使用一些定制化的GPU芯片，但具体的情况还没有看到太多。他们的c100版本的性能接近于h一版，当前已经有一些进展，正在进行内部的调试和分配事宜。整体来看，该产品是一个不错的选择。
Q：除了华为和沐曦外，还有其他哪些值得关注的企业在做类似的产品？
A：当前还有很多国内的创新公司在做AI芯片和GPU芯片，因为这些领域的技术门槛相对较低。虽然选择很多，但与华为相比，它们在技术产品供应链连续性等方面还有一定差距
Q: What are the main products and application areas of Huawei's Ascend chips? From the perspective of market share, how does Huawei's Ascend chip compare with foreign competitors in terms of performance and ecology?
A: Huawei's Ascend chips mainly include the 910, 310 and GDP series. Among them, the 910 and 310 are mainly used for AI training and inference. Huawei has also launched a series of products called Atlas, including inference servers, accelerator cards, thrust cards, video cards and acceleration modules used in the cloud. These products are widely used in government operators, finance, manufacturing, energy, transportation and other industries. Their performance is comparable to NVIDIA, but Huawei focuses on ecological construction and invests a lot of resources.
Q: What are the main products and application areas of Huawei's Ascend chips? From the perspective of market share, how does Huawei's Ascend chip compare with foreign competitors in terms of performance and ecology?
A: Huawei's Ascend chips mainly include the 910, 310 and GDP series. Among them, the 910 and 310 are mainly used for AI training and inference. Huawei has also launched a series of products called Atlas, including inference servers, accelerator cards, thrust cards, video cards and acceleration modules used in the cloud. These products are widely used in government operators, finance, manufacturing, energy, transportation and other industries. Their performance is comparable to NVIDIA, but Huawei focuses on ecological construction and invests a lot of resources. In the Chinese market, Huawei's Ascend chips already account for about 8% of the market share in AI servers, and are expected to further increase in the future. Restricted by international policies, the United States has restricted the export of Huawei's AIGPU chips. This is an opportunity for Huawei, forcing more customers to switch to domestic Ascend chips. Domestically, Huawei is actually the largest player and is expected to increase its market share again next year. Overall, Ascend chips have a lot of room for development in the Chinese market.
Q: How high of skin can 910b and 910c achieve? How does the 920 perform?
A: 910b can reach more than 500 tons, 910c can reach more than 1200 tons, which is equivalent to h100. 920 can reach more than 1200 tons, which is equivalent to h100. According to the gas reform theory, the 910c can probably
Enough to do more than 1,000 tons.
Q: What is the mass production schedule of 910c and 920?
A: Samples of 910c will be available in the first half of next year and will be available in the second half of the year. The earliest samples of the 920 will be in the second half of next year, and the delivery time will be later.
Q: What is the shipment volume of 910b this year? What are the expectations for next year?
A: This year, 910b is expected to ship more than 50,000 pieces. Next year it is expected to achieve an output of 200,000 pieces.
Q: What is the production capacity planning of 910b? What proportion of the 200,000-piece production capacity accounts for the entire production capacity?
A: The specific capacity planning and overall capacity utilization are unclear. However, the production capacity of 910b can be guaranteed, which should be able to reach 10,000 pieces a month and support the demand for tens of millions of chips.
Q: What is the product rate of 910c? What is the server architecture like?
A: The product rate should currently be around 50%. The current AI server architecture has eight accelerator cards, involving the use of four insect CPUs and optical modules.
Q: What is the optical module corresponding to the latest 920d?
A: Jiuyang Agent is currently a 200g accelerator card. There may be 200g and 400g optional forms in the future. The 200g one is enough to meet the needs of many scenarios.
Q: Who are the current main customers of the server?
A: There is no relevant content mentioned in the original article.
Q: In which industries can Shengteng be most widely used?
A: Shengteng is widely used in the Internet industry, operator industry and government industry. The Internet industry accounts for nearly 80% of the share, among which large and medium-sized Internet manufacturers such as iFlytek and Meituan are important users of Shengteng. The operator industry also has certain demand, including China Mobile, China Telecom, China Unicom, etc., which all have computing centers using Ascend chips. In the government industry, computing centers and resource centers of local governments and public utility departments are also important users of Shengteng, accounting for nearly 15% of the market share. In addition, there are also some third-party strategic renewal, finance, education, scientific research and other industries that also have application needs for Shengteng.
Q: Which large players in the Internet industry mainly use Ascend chips?
A: In the Internet industry, Ascend chips are mainly used by large players, such as iFlytek, Meitu, Tsinghua University, etc. Among them, iFlytek has become an important partner, and their demand is large and will definitely expand in the future. At the same time, some well-known companies such as Alibaba's Ant Financial, Baidu, Tencent, etc. have also adopted Shengteng chips.
Q: In the industry chain, how does Shengteng and other players carry out division of labor and cooperation?
A: In the Shengteng industry chain, there are many cooperations, especially in the hierarchical ecology. Partners throughout the industry chain will join forces to promote product development and marketing. Ascend Chip has a rich ecosystem, so partners can enjoy the flexibility, convenience and convenience of technology development. At the same time, the overall cost will also take into account the low cost brought by the rich ecosystem.
Q: Who are the major players in the Shengteng industry chain currently, and what is their shipment share?
A: The current major players in the Shengteng industry chain include Huawei, Baode Yangtze Computing, Zhangjiang Insects, Shenma, Tsinghua Tongfang, Xinhuashan, and Kunlun of the Netherlands. Among them, Huawei's own shipments accounted for 30%, and hardware partners' shipments accounted for 70%. Among them, Huagong Cinema's shipments accounted for a little more than 20%, Henan Kunlun accounted for about 10%, Baode was close to 61 inches, Shenma has 3 and 4 Worlds, as well as Tang Yan, Discrete Tongfang, and Jiangjian Insects , China Xinhuashan and Huanghe 3G People, etc., their shipments are relatively small. Overall, the Shengteng industry chain maintains an overall ecology, with each group playing a role.
Q: What is the difference between Kunpeng and ecological partners in the Shengteng industry chain?
A: Kunpeng is also an ecological partner with levels. It is mainly an ecological partner for complete machines, including some servers, PCs and other products. A considerable number of Kunpeng's ecological partners are also building servers, because the server's CPU uses Kunpeng's chips. Therefore, it can be said that Kunpeng’s level partners and ecological partners have a certain overlap.
Q: What is the production situation of Shengteng?
A: Kunpeng's shipment volume last year was close to 300,000 units, and this year we strive to reach 400,000 units throughout the year. The target will have certain challenges because the overall market situation this year is not very good. However, the purchase volume of industries such as operators and finance is relatively large, and the purchase volume of some industries has increased. The goal for next year is to strive for growth of more than 500,000 units. It is expected that the domestic server production in the Chinese market next year will be close to more than 700,000 to 800,000 units. Huawei should be able to account for about 70% of this market share.
Q: What are your expectations for next year?
A: Kunpeng’s goal next year is to grow more than 500,000 remaining units, which can basically account for more than half of the domestic server share. It is expected that the domestic server production in the Chinese market will be close to more than 700,000 to 800,000 units next year, and Huawei may be able to reach 700,000 units, equivalent to about 70% of the market.
Q: Do you understand that the main customers here are domestic operators? This year, it seems that the proportion of government may decline, but the proportion of finance and finance will increase significantly. Operators may also experience a slight decline in micro-frequency and interest rates, but the total volume should still grow.
A: According to last year’s situation, operators are the largest customers, accounting for one-third of the demand in the industry chain. Government procurement is incomplete, while the proportion of finance has increased. The share of government may decline this year, but the share of finance will rise significantly. Operators' demand may decline slightly, but the total volume should still grow.
Q: Who are the switch industry chain partners on the switching chain?
A: The switch partners are mainly foundry manufacturers to circumvent US sanctions. Huarong Communications is one of the larger OEMs. They help us purchase relevant chips to produce switches. There are also other partners, such as Phoenix, Suningcos, etc., who are also our OEM manufacturers and manufacture low-end and mid-range switch products.
A: Huawei's Ascend chips mainly include the 910, 310 and GDP series. Among them, the 910 and 310 are mainly used for AI training and inference. Huawei has also launched a series of products called Atlas, including inference servers, accelerator cards, thrust cards, video cards and acceleration modules used in the cloud. These products are widely used in government operators, finance, manufacturing, energy, transportation and other industries. Their performance is comparable to NVIDIA, but Huawei focuses on ecological construction and invests a lot of resources.
Q: What are the main products and application areas of Huawei's Ascend chips? From the perspective of market share, how does Huawei's Ascend chip compare with foreign competitors in terms of performance and ecology?
A: Huawei's Ascend chips mainly include the 910, 310 and GDP series. Among them, the 910 and 310 are mainly used for AI training and inference. Huawei has also launched a series of products called Atlas, including inference servers, accelerator cards, thrust cards, video cards and acceleration modules used in the cloud. These products are widely used in government operators, finance, manufacturing, energy, transportation and other industries. Their performance is comparable to NVIDIA, but Huawei focuses on ecological construction and invests a lot of resources. In the Chinese market, Huawei's Ascend chips already account for about 8% of the market share in AI servers, and are expected to further increase in the future. Restricted by international policies, the United States has restricted the export of Huawei's AIGPU chips. This is an opportunity for Huawei, forcing more customers to switch to domestic Ascend chips. Domestically, Huawei is actually the largest player and is expected to increase its market share again next year. Overall, Ascend chips have a lot of room for development in the Chinese market.
Q: How high of skin can 910b and 910c achieve? How does the 920 perform?
A: 910b can reach more than 500 tons, 910c can reach more than 1200 tons, which is equivalent to h100. 920 can reach more than 1200 tons, which is equivalent to h100. According to the gas reform theory, the 910c can probably
Enough to do more than 1,000 tons.
Q: What is the mass production schedule of 910c and 920?
A: Samples of 910c will be available in the first half of next year and will be available in the second half of the year. The earliest samples of the 920 will be in the second half of next year, and the delivery time will be later.
Q: What is the shipment volume of 910b this year? What are the expectations for next year?
A: This year, 910b is expected to ship more than 50,000 pieces. Next year it is expected to achieve an output of 200,000 pieces.
Q: What is the production capacity planning of 910b? What proportion of the 200,000-piece production capacity accounts for the entire production capacity?
A: The specific capacity planning and overall capacity utilization are unclear. However, the production capacity of 910b can be guaranteed, which should be able to reach 10,000 pieces a month and support the demand for tens of millions of chips.
Q: What is the product rate of 910c? What is the server architecture like?
A: The product rate should currently be around 50%. The current AI server architecture has eight accelerator cards, involving the use of four insect CPUs and optical modules.
Q: What is the optical module corresponding to the latest 920d?
A: Jiuyang Agent is currently a 200g accelerator card. There may be 200g and 400g optional forms in the future. The 200g one is enough to meet the needs of many scenarios.
Q: Who are the current main customers of the server?
A: There is no relevant content mentioned in the original article.
Q: In which industries can Shengteng be most widely used?
A: Shengteng is widely used in the Internet industry, operator industry and government industry. The Internet industry accounts for nearly 80% of the share, among which large and medium-sized Internet manufacturers such as iFlytek and Meituan are important users of Shengteng. The operator industry also has certain demand, including China Mobile, China Telecom, China Unicom, etc., which all have computing centers using Ascend chips. In the government industry, computing centers and resource centers of local governments and public utility departments are also important users of Shengteng, accounting for nearly 15% of the market share. In addition, there are also some third-party strategic renewal, finance, education, scientific research and other industries that also have application needs for Shengteng.
Q: Which large players in the Internet industry mainly use Ascend chips?
A: In the Internet industry, Ascend chips are mainly used by large players, such as iFlytek, Meitu, Tsinghua University, etc. Among them, iFlytek has become an important partner, and their demand is large and will definitely expand in the future. At the same time, some well-known companies such as Alibaba's Ant Financial, Baidu, Tencent, etc. have also adopted Shengteng chips.
Q: In the industry chain, how does Shengteng and other players carry out division of labor and cooperation?
A: In the Shengteng industry chain, there are many cooperations, especially in the hierarchical ecology. Partners throughout the industry chain will join forces to promote product development and marketing. Ascend Chip has a rich ecosystem, so partners can enjoy the flexibility, convenience and convenience of technology development. At the same time, the overall cost will also take into account the low cost brought by the rich ecosystem.
Q: Who are the major players in the Shengteng industry chain currently, and what is their shipment share?
A: The current major players in the Shengteng industry chain include Huawei, Baode Yangtze Computing, Zhangjiang Insects, Shenma, Tsinghua Tongfang, Xinhuashan, and Kunlun of the Netherlands. Among them, Huawei's own shipments accounted for 30%, and hardware partners' shipments accounted for 70%. Among them, Huagong Cinema's shipments accounted for a little more than 20%, Henan Kunlun accounted for about 10%, Baode was close to 61 inches, Shenma has 3 and 4 Worlds, as well as Tang Yan, Discrete Tongfang, and Jiangjian Insects , China Xinhuashan and Huanghe 3G People, etc., their shipments are relatively small. Overall, the Shengteng industry chain maintains an overall ecology, with each group playing a role.
Q: What is the difference between Kunpeng and ecological partners in the Shengteng industry chain?
A: Kunpeng is also an ecological partner with levels. It is mainly an ecological partner for complete machines, including some servers, PCs and other products. A considerable number of Kunpeng's ecological partners are also building servers, because the server's CPU uses Kunpeng's chips. Therefore, it can be said that Kunpeng’s level partners and ecological partners have a certain overlap.
Q: What is the production situation of Shengteng?
A: Kunpeng's shipment volume last year was close to 300,000 units, and this year we strive to reach 400,000 units throughout the year. The target will have certain challenges because the overall market situation this year is not very good. However, the purchase volume of industries such as operators and finance is relatively large, and the purchase volume of some industries has increased. The goal for next year is to strive for growth of more than 500,000 units. It is expected that the domestic server production in the Chinese market next year will be close to more than 700,000 to 800,000 units. Huawei should be able to account for about 70% of this market share.
Q: What are your expectations for next year?
A: Kunpeng’s goal next year is to grow more than 500,000 remaining units, which can basically account for more than half of the domestic server share. It is expected that the domestic server production in the Chinese market will be close to more than 700,000 to 800,000 units next year, and Huawei may be able to reach 700,000 units, equivalent to about 70% of the market.
Q: Do you understand that the main customers here are domestic operators? This year, it seems that the proportion of government may decline, but the proportion of finance and finance will increase significantly. Operators may also experience a slight decline in micro-frequency and interest rates, but the total volume should still grow.
A: According to last year’s situation, operators are the largest customers, accounting for one-third of the demand in the industry chain. Government procurement is incomplete, while the proportion of finance has increased. The share of government may decline this year, but the share of finance will rise significantly. Operators' demand may decline slightly, but the total volume should still grow.
Q: Who are the switch industry chain partners on the switching chain?
A: The switch partners are mainly foundry manufacturers to circumvent US sanctions. Huarong Communications is one of the larger OEMs. They help us purchase relevant chips to produce switches. There are also other partners, such as Phoenix, Suningcos, etc., who are also our OEM manufacturers and manufacture low-end and mid-range switch products.
Q: How does the performance of our 910 and 910b compare with other domestic CPUs?
A: At present, the major domestic manufacturers that can compare with us in the field of AI training chips include Tan Weiye, LG, etc. Their performance is about 96t channel in terms of SP16. Compared to our performance, our chip performance is higher. There are also some other manufacturers, such as Moore County, whose performance is about 45t in terms of ft320, which is comparable to our performance. Taken together, our 910b is equivalent to one of our platforms, while other domestic CPUs are relatively low in performance.
Q: Regarding the Shengteng industry chain, what are the main products currently on the market, and what experiences and companies are worth paying attention to?
A: Some of the main products currently available on the market are Hainan DCU and Muchi’s C100. These products have certain performance in scientific computing and graphics, and there are some samples and small-scale application experience. There are also many innovative companies in China making similar products. But overall, Huawei is still the most important player in this field, and it is very strong in terms of technology and product supply chain continuity.
Q: Regarding Mushi, what is its situation? What aspect does it mainly focus on? What's the progress so far?
A: Mushi is a company that focuses on graphics applications. It is said that they will use some customized GPA chips to expand their military base, but we haven't seen much about the specific situation. The performance of their c100 version is close to that of the h1 version. There has been some progress and internal debugging and distribution matters are ongoing. Overall, this product is a good choice.
Q: In addition to Huawei and Mushi, what other noteworthy companies are making similar products?
A: Currently, there are still many domestic innovative companies making AI chips and GPU chips, because the technical threshold in these fields is relatively low. Although there are many choices, compared with Huawei, they still have a certain gap in terms of technology product supply chain continuity and other aspects.
A: At present, the major domestic manufacturers that can compare with us in the field of AI training chips include Tan Weiye, LG, etc. Their performance is about 96t channel in terms of SP16. Compared to our performance, our chip performance is higher. There are also some other manufacturers, such as Moore County, whose performance is about 45t in terms of ft320, which is comparable to our performance. Taken together, our 910b is equivalent to one of our platforms, while other domestic CPUs are relatively low in performance.
Q: Regarding the Shengteng industry chain, what are the main products currently on the market, and what experiences and companies are worth paying attention to?
A: Some of the main products currently available on the market are Hainan DCU and Muchi’s C100. These products have certain performance in scientific computing and graphics, and there are some samples and small-scale application experience. There are also many innovative companies in China making similar products. But overall, Huawei is still the most important player in this field, and it is very strong in terms of technology and product supply chain continuity.
Q: Regarding Mushi, what is its situation? What aspect does it mainly focus on? What's the progress so far?
A: Mushi is a company that focuses on graphics applications. It is said that they will use some customized GPA chips to expand their military base, but we haven't seen much about the specific situation. The performance of their c100 version is close to that of the h1 version. There has been some progress and internal debugging and distribution matters are ongoing. Overall, this product is a good choice.
Q: In addition to Huawei and Mushi, what other noteworthy companies are making similar products?
A: Currently, there are still many domestic innovative companies making AI chips and GPU chips, because the technical threshold in these fields is relatively low. Although there are many choices, compared with Huawei, they still have a certain gap in terms of technology product supply chain continuity and other aspects.
Immersion Hood.
The translation is a bit weird, just to clarify, this source is implying that next year production of 910b will reach >10k wpm??
And when they speak about 'product rate' of 910c being over 50% they are talking about the current yield (with should be an early sample of 910c)?
If it's so, SMIC yields are far greater than expected for a big chip.
Edit: what about the source, is it trustworthy or just a tabloid like digitimes?
most of this is just a one-time rise due to upcoming sanctions. This will drop down again by Q1. They are not going to need to stock 2050i twice from Netherlands or make last minute purchases twice from Japan.
all that says is the initial Xiaomi 14s don't use YMTC.
btw, Muchi, is a really bad translation for MetaX's C100. Hainan DCU is the Haiguang's DCU.
Never mind, i see the original link: please don't post translations if they are this bad. People can use google translate themselves if needed
Also, the source itself seems really weird, I don't really trust its quality
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I think it's AI translate sound conference to words
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