I don’t know how US administration would stop Chinese companies from renting Nvidia most advanced AI chips abroad. Maybe the only way is to sanction every country that doesn’t crackdown on Chinese tech companies doing so in their country. lol. But that’s not feasible either, so it’s almost impossible to control.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Is this due to performance or competition?
A new semiconductor packaging cleaning equipment project, with a total investment of 500 million yuan, has commenced construction in Xiangcheng District, Suzhou.
On March 13, the KELS Intelligent Equipment R&D and Production Global Center project officially commenced, marking another important boost to the high-end equipment intelligent manufacturing industry in Xiangcheng District, Suzhou. Invested and constructed by Shenzhen KELS Optoelectronics Technology Co., Ltd., the project covers approximately 23 acres with a total investment of 500 million yuan. It focuses on the R&D, assembly, and sales of semiconductor-related intelligent equipment and plans to introduce advanced semiconductor cleaning equipment production technology for local commercialization.
Keldi has long been deeply involved in the field of cleaning technology and equipment manufacturing services. After the completion of the Keldi Intelligent Equipment R&D and Production Global Center project, it plans to add the production of internationally leading semiconductor cleaning equipment such as cleaning machines, wet etching machines, photoresist stripping machines, developing machines, and photoresist coating machines.
According to its official website, KARDI was founded in 2008 and is headquartered in Guangming New District, Shenzhen. It is a comprehensive solution provider for the entire range of wet process equipment for the electronics manufacturing industry, from silicon wafers, integrated circuit wafers, advanced packaging, IC substrates to SMT processes. Currently, its business covers mainland China, Taiwan, Japan, South Korea, and Southeast Asia, and it enjoys a good reputation among its industry clients.
It is reported that KARDI's establishment of the KARDI Intelligent Equipment R&D and Production Global Center project in Xiangcheng District will not only help the company further enhance its R&D capabilities, expand its production scale, and improve its intelligent manufacturing level, but also inject strong momentum into the development of the regional high-end equipment manufacturing industry cluster. The commencement of this project precisely aligns with Xiangcheng District's "3+3+X" modern industrial system layout, and is a concrete practice of Xiangcheng District in adhering to its goal of building a "Science and Innovation City" and a "New Highland of Digital Economy," cultivating new productive forces and strengthening the high-end equipment manufacturing industry.
From what I understand the biggest reason is that Huawei Ascend 910 only supports SIMD, while NVidia GPUs use SIMT programming paradigm. This makes porting CUDA kernels for training to Ascend very painful due to the differences.
The new Ascend 950 supports SIMT on the hardware level which should solve this developer pain point.
Wonder why this approach wasn’t explored earlier.
Huate Gas says that domestic Helium gas price isn't going up as much as global market
It is seeing more oversea orders.
Sounds like Samsung is offering higher prices and Huate is shifting to selling in overseas market.
My sense is that only a % of helium demand is semiconductor so other applications may just see some demand destruction.
This is very interesting. There was a patent by CAS last year where application came on same date, but was public by June. it was called "EUV light source generation device and method". Looks like CAS got the entire light source generation part cornered.
I believe China imports more Helium from Russia.