Chinese semiconductor industry
- Thread starter Hendrik_2000
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Local Chinese GPU are needed for bitcoin mining and graphics intensive Chinese video games.
@dfrtyhgj bro then it will help the Chinese IC with its expansion plan and perfect timing with the rollout of 28nm domestic line.
Industrial chains in aircraft engines, semiconductors and biotech.
Baidu primarily uses the Kunlun I for their cloud service and I believe Kunlun II will be primarily used for the same purpose. These are both FPGA based AI optimized chips with low production runs. The Kunlun I only had a total production run of around 20000 chips. The Kunlun 2 is dependent on Intel FPGAs. Intel's FPGAs are at 7nm and industry leading in power and performance. Much of the Kunlun 2 AI chip performance is related to this. If Baidu wanted to focus on performance alone, they wouldn't be using any FPGAs which are "RELATIVELY" slow and expensive. This is clearly because of the specialization for their cloud services. I expect the Kunlun II to serve as Baidu's newest cloud service chip.
It doesn't sound like they are using FPGAs, which should only be for prototyping. These are straight out ASICs.
While America is ripping out Chinese equipment from her telecom networks, Chinese carriers are running the other direction.
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