Chinese semiconductor industry

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spaceship9876

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Alibaba T-Head unveils new/updated cores C907, C920 & R910

The first two have improved support for Vector calculation including Vector 1.0. C907 also has support for matrix calculation for the first time.

C920 now has support for multi-core clusters. Maybe they've been working with Sophgo to see how it can better work in server CPUs

R910 is their first real time CPU core, ideal for auto & industrial control usage
are these going to be open sourced?
 
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KYli

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This is a very sad excuse for not putting effort into your posting. We actually have a rule on this forum where you shouldn't post one liners, which we don't fully enforce. But the idea is quite simple, we expect that when people post stuff, there is a little more thoughts going into it.

Frankly, a lot of your posts are just a link. So in the future, please put more commentary when you post link(s) or otherwise I do have to start enforcing the one-liner rule
That rule applies to Chinese military discussion threads with questionable media sources. Semiconductor thread started out with news posting thread that doesn't have that kind of rigid enforcement to begin with. Before you came back, it has generally not been enforced with such requirements.

I am fine with the fact that after you came back to become a Mod and decided to make such threads more professional. However, if you wanted to enforced the same rules on these threads as Chinese military threads then please marked them or put them in a new sub that dedicated to professional discussion. At least you should make an announcement to request all members to adhere with your new rules.

My advice is for more technical articles that never posted before, such requirement is not necessary same as military threads. However, for more political aspect article related to such thread, of course requirement of poster needs to justify their posting is necessary. As for questionable news sources, I am fine if you wanted to mark Bloomberg as an unreliable source and requires more explanation when posting its articles.

If you just wanted to single me out, I am also fine with that too. Just let me know which threads are under your monitor for more professionalism.
 

gelgoog

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They cannot block China from using RISC-V. What they can do is to prevent American RISC-V companies from working with Chinese companies like having SiFive cores used on Sophgo servers
T-Head's cores are better than SiFive's. C906 and C910 cores are even open source. There is no reason to use SiFive cores at all.
You could claim that SiFive had the advantage of having Vector 1.0 support, but C908 and C920 also have that.

RISC-V for smartphones is not that interesting at this moment. I see RISC-V for cloud infrastructure being a lot more interesting in the short term the next 3~4 years. Also RISC-V for general compute and AI in IoT devices is really interesting in the short term.

For smartphone usage I expect maybe lower and medium end smartphones to start using RISC-V socs in 2026 or so when more software has been ported. But then again google has already announced they will provide a lot more RISC-V support. Alibaba T-head already started ported android to RISC-V some years ago.
Since Huawei already is using their own OS and application webstore, they would be a prime candidate for moving to RISC-V if they wanted to. The problem is right now the available RISC-V core designs lack the performance per watt to compete against ARM.

I wonder what's with CXMT's comparatively lackluster performance compared to other Chinese semi companies. Is it the fact that DRAM has a greater litho requirement than NAND that's holding back CXMT, or are there other potential reasons?
It has nothing to do with litho requirement. Micron is still using DUV and they are like four DRAM generations ahead of CXMT.
Lack of EUV will only become an issue after that.

Hopefully CXMT will start delivering DDR5 next year as they claim. IMHO they need to deliver DDR5, GDDR, and HBM.
 

CMP

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That rule applies to Chinese military discussion threads with questionable media sources. Semiconductor thread started out with news posting thread that doesn't have that kind of rigid enforcement to begin with. Before you came back, it has generally not been enforced with such requirements.

I am fine with the fact that after you came back to become a Mod and decided to make such threads more professional. However, if you wanted to enforced the same rules on these threads as Chinese military threads then please marked them or put them in a new sub that dedicated to professional discussion. At least you should make an announcement to request all members to adhere with your new rules.

My advice is for more technical articles that never posted before, such requirement is not necessary same as military threads. However, for more political aspect article related to such thread, of course requirement of poster needs to justify their posting is necessary. As for questionable news sources, I am fine if you wanted to mark Bloomberg as an unreliable source and requires more explanation when posting its articles.

If you just wanted to single me out, I am also fine with that too. Just let me know which threads are under your monitor for more professionalism.
I very much would support a higher standard in general. Those ignorant to a topic should be restricted purely to asking questions or making observations of existing/ongoing discussion. No assertions or spamming of propaganda/social media links should be permitted unless the sources are mod-approved.
 

tokenanalyst

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Guangdong Gold Semiconductor successfully developed 8-inch conductive silicon carbide single crystal and substrate wafer​

Yuehai Gold Semiconductor has successfully developed 8-inch conductive silicon carbide single crystal and substrate wafers. Since its establishment, the company has adhered to the business development concept of innovation-driven and technology-led and continued to promote technology research and development. With the attention and strong support of provincial, municipal, and district governments and relevant departments, it has overcome a large number of process and technical difficulties. An 8-inch conductive silicon carbide crystal with a diameter of more than 205 mm was successfully prepared in the silicon carbide single crystal growth furnace. The surface of the crystal is smooth and defect-free, and the thickness is more than 20 mm. At the same time, an 8-inch silicon carbide substrate has been successfully processed. During the development process of 8-inch silicon carbide crystals, we successfully solved key common technical problems such as large-diameter crystal enlargement and growth, large-size thermal field distribution and high-temperature gas phase transport, and large-size crystal stress control, and formed and mastered a complete process solution. , obtained high-quality silicon carbide single crystals and substrate wafers, laying a solid foundation for subsequent continuous quality improvement and industrial mass production.​

Please, Log in or Register to view URLs content!
 

tokenanalyst

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Registered Member

Northern Huachuang: Performance maintains high growth rate and ample orders on hand​


Since 2023, the company has successively launched new products such as 12-inch crystal edge etching machine and 12-inch glue remover. At the same time, various benchmark products have successively reached sales milestones (the cumulative sales volume of 12-inch deep silicon etching machine has reached 100 cavities, and the 12-inch vertical A total of 500 furnaces have been shipped from the factory). Due to the incremental contribution of new products and repeated orders for mature products, the company currently has sufficient orders on hand and will see a significant increase in new orders in 2023. At this stage, major downstream wafer fabs are expected to start bidding in Q4 2023, and the company is expected to fully benefit from the increasing trend of localization, thereby ensuring that its performance in 2024 can still achieve a high growth rate.
 

tphuang

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That rule applies to Chinese military discussion threads with questionable media sources. Semiconductor thread started out with news posting thread that doesn't have that kind of rigid enforcement to begin with. Before you came back, it has generally not been enforced with such requirements.

I am fine with the fact that after you came back to become a Mod and decided to make such threads more professional. However, if you wanted to enforced the same rules on these threads as Chinese military threads then please marked them or put them in a new sub that dedicated to professional discussion. At least you should make an announcement to request all members to adhere with your new rules.

My advice is for more technical articles that never posted before, such requirement is not necessary same as military threads. However, for more political aspect article related to such thread, of course requirement of poster needs to justify their posting is necessary. As for questionable news sources, I am fine if you wanted to mark Bloomberg as an unreliable source and requires more explanation when posting its articles.

If you just wanted to single me out, I am also fine with that too. Just let me know which threads are under your monitor for more professionalism.

There has been no shortage of posts from me on this particular thread about needing to raise the quality

Some examples from just October:
I don't think you appreciate how much extra moderation we have to deal with in uncontrolled thread.

Seriously, be appreciative of what we have here. Which is a place we can hopefully learn from each other and people who work in the industry. We are lucky to have people that actually work in the industry or are analysts of the industry. Let's keep the raising the quality

This is possibly the most popular thread in SDF. So it's for our common good to keep this thread well moderated.

Now, I have singled out others on needing to raise the quality of their post before, so this is nothing personal.

In this case, you have posted the following single link posts with not a single word of commentary in just the past month on this thread

And this is on top often posting terrible Bloomberg takes and just saying you disagreeing with them like here

or posts like this where you just copy & paste content from the link without quoting them
If you are taking quotes from a link, please use Quotes and then add your own opinion

This is all from the past month.

You know, in the past, this sub-forum was just considered a place where people relax and vent. That's kind of the status of "Miscellaneous News" right now. But you know semiconductor is a thread that people really care about. Do we really want Semiconductor thread to become another Miscellaneous News? I really don't think so.
 
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