Chinese semiconductor thread II

[Phead128]

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They are not scared of getting put on the entity list???

What I wrote yesterday: "Unlike the proprietary AI chips made by Nvidia, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk. It may be a year from now or later, but there is real potential for Chinese companies to expand aggressively into the memory chip and flash memory space."

Ackshually, Nvidia chips are also commodities that are easily replaced. See H200 ban by China and substitution with domestic alternatives.

 

[PopularScience]

Reports suggest OPPO will switch to domestically produced camera sensors across its entire product line: mid-range SmartSens and flagship OmniVision.

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[huemens]

Nvidia receives official H200 export license from US side.

US approves Nvidia H200 chip exports to China with some conditions​

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WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia's second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.

According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.

Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate "sufficient security procedures" and cannot use the chips for military purposes.

 

[def333]

Beneficial for Cambricon and Hygon.

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Lawler’s Remote Access Security Act Passes House

Washington, D.C. , January 13, 2026

Yesterday, Congressman Mike Lawler (NY-17) released the following statement after his Remote Access Security Actpassed the House. This critical legislation closes a loophole in U.S. export control law that has allowed Chinese Communist Party aligned companies to access restricted American technology through cloud-based services.

“As the laws and regulations are written, physical export controls do not apply to remote access of items. Our export controls are only as strong as the weakest link, and right now, the CCP has a real tool to sidestep these prohibitions. We need action now. My bill defines ‘remote access’ and adds remote access provisions into existing law by providing the Commerce Department with the authority to regulate controlled items through the cloud and finally close this loophole,” said Congressman Lawler.
The Remote Access Security Act received a 369-22 roll call vote on the House floor in addition to unanimous support in the House Foreign Affairs Committee during markup, passing with a vote of 51-0.
Congressman Lawler is one of the most bipartisan members of Congress and represents New York's 17th Congressional District, which is just north of New York City and contains all or parts of Rockland, Putnam, Dutchess, and Westchester Counties. He was rated the most effective freshman lawmaker in the 118th Congress, 8th overall, surpassing dozens of committee chairs.

 

[Wrought]

Seems that H200 imports are currently being held up at customs. Uncertain whether the restrictions are temporary or permanent.

Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia's

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H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter. Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said. "The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve," one of the people said.

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[interestedseal]

工艺的突破直接转化为器件性能的惊人提升。基于这项创新的氮化铝薄膜技术，研究团队制备出的氮化镓微波功率器件，在X波段和Ka波段分别实现了42 W/mm和20 W/mm的输出功率密度。这一数据将国际同类器件的性能纪录提升了30%到40%，是近二十年来该领域最大的一次突破。

“这意味着，在芯片面积不变的情况下，装备探测距离可以显著增加；对于通信基站而言，则能实现更远的信号覆盖和更低的能耗。”周弘说道。

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Xidian’s Novel AlN thin film tech allowed GaN RF FET power density at 42W/mm at X band. This is a huge improvement over the previous world record

 

[sunnymaxi]

Reports suggest OPPO will switch to domestically produced camera sensors across its entire product line: mid-range SmartSens and flagship OmniVision.

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After Huawei now its time for OPPO to use domestic camera sensors.. SONY will loose large chunk of its market share and revenue.

 

[olalavn]

"The School of Materials Science and Engineering focuses on strengthening close ties with the semiconductor industry in the field of extreme ultraviolet lithography. Through close cooperation with photoresist companies such as Tongcheng Microelectronics and Beijing Kehua, chip design and manufacturing companies such as Huawei HiSilicon, Changxin Memory, SMIC, and IMEC of Belgium, semiconductor equipment companies, and large scientific facilities such as the Shanghai Synchrotron Radiation Facility, the team focuses on key materials, processes, and equipment for advanced semiconductor processes at the sub-2nm process node"

The 2nm supply chain is taking form.​

3nm photoresist and adhesives are being tested on a small scale... they're faster than I thought.

 

[ForcedTrend]

Nvidia receives official H200 export license from US side.

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unless china can monitor what the third party is doing they need to cancel the orders.
the third party will install bombs or spyware before shipping them to china.


xiaomi is preparing to launch XRING 02

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[tphuang]

unless china can monitor what the third party is doing they need to cancel the orders.
the third party will install bombs or spyware before shipping them to china.

This is a serious thread. If you have proof of this, then please post it. Otherwise, this kind of speculation is really not warranted.

Reports suggest OPPO will switch to domestically produced camera sensors across its entire product line: mid-range SmartSens and flagship OmniVision.

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This is really nothing new, all the domestic OEMs are switching to domestic CMOS. This has been going on for 2 years now and I posted this back in 2024.

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Xidian’s Novel AlN thin film tech allowed GaN RF FET power density at 42W/mm at X band. This is a huge improvement over the previous world record

yes, this is one of the most interesting piece of news I saw this morning. Basic layers GaN on top of AlN on top of SiC. The power density is mind boggling.