I feel like once you build one fab, you can cut down the construction time for a second one by a lot if it's a simple "clone" of the first.
No?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
No?
Innoscience's GaN product has entered Google supply chain for AI data center. this is after it was the only Chinese power chip supplier to Nvidia supply chain.
It's beyond baffling that Chinese government continue to allow high purity Ga to be exported to compete with domestic GaN producers.
China fully self-sufficient AI-Industrial server tech stack.
300,000 domestically produced I/O units shipped! China's server industry moves towards full-stack self-sufficiency.
China’s server industry has achieved a major milestone toward full-stack self-sufficiency with 300,000 domestically produced Input/Output (I/O) units including RAID cards, HBA cards, and 10G/25G network cards now deployed across key sectors like finance, telecom, internet, and energy.
This breakthrough comes amid growing concerns over supply chain security, especially after U.S. restrictions on advanced computing technologies in early 2026 sparked fears of dependency on foreign-controlled core components. While domestic CPUs, motherboards, and operating systems have largely achieved localization, the final "1% barrier" the control of critical I/O components remained a strategic vulnerability.
Enter Linkdata, a member of the Photosynthesis Organization, which has led a quiet but decisive push to develop fully indigenous I/O solutions. Over several years, Linkdata invested heavily in R&D, overcoming major challenges:
- Technical complexity in matching international standards for bandwidth, power efficiency, and reliability.
- Ecosystem compatibility across diverse CPUs (Hygon, Phytium, Loongson), OS platforms (Kylin, openEuler), and cloud environments.
- Rigorous large-scale testing involving over 600,000 hours of stress simulation to ensure stability under real-world workloads.
Today, Linkdata’s products are quietly running in mission-critical systems:
- Supporting telecom networks serving hundreds of millions.
- Securing bank transaction and database operations.
- Powering State Grid dispatch controls for national energy stability.
More than just product localization, this represents a strategic ecosystem shift. Linkdata’s solution achieves:
- 100% code autonomy, eliminating backdoor risks.
- Innovative architecture: physical isolation of data/system disks and hot-swappable M.2 drives improve reliability and maintenance efficiency.
- Open compatibility with both domestic and international platforms, reducing integration costs.
- Performance parity or superiority vs. global counterparts in key benchmarks proving that Chinese components can now be chosen not just for compliance, but for value.
This marks a turning point: from assembled servers to truly independent, secure, high-performance computing infrastructure. With this breakthrough, China has taken a decisive step toward true full-stack self-reliance, setting the foundation for national resilience in the global AI race and redefining what "Made in China" means in advanced tech.
They should just build more fabs by replication at the same time.
Does Innoscience compete against a semiconductor company called navistas? Is there anyway that you can inform the authorities about this situation? They need to have a more cohesive approach in formulating policies for retaliation in response to this trade war, embargo and sanctions.
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