Chinese semiconductor thread II

[tokenanalyst]

Dalian Kelide advances pilot-scale project for electronic-grade chemicals for semiconductor fluorosilicone materials.​

Recently, the environmental impact assessment (EIA) for the pilot-scale project of electronic-grade chemicals for semiconductor fluorosilicone materials at the Changxing Island branch of Dalian Kelide Optoelectronic Materials Co., Ltd. was released for public comment. The company is precisely targeting the essential needs of the high-end semiconductor materials market, fully promoting the construction of this key pilot-scale project, continuously improving its high-end electronic specialty gas product portfolio, contributing to the domestic substitution of core semiconductor materials, and empowering the independent and controllable development of the industry chain.

According to the public information, the pilot project is located in the Changxing Island Economic and Technological Development Zone of Dalian City. It will utilize the leased L3 pilot plant building in Phase II of the Regional Innovation Center as its R&D and pilot production site, and will be equipped with a complete set of specialized production line equipment for trifluoroiodomethane and germane. Leveraging the advantages of Changxing Island's high-end fine chemical and electronic materials industry cluster, the project focuses on process verification, trial production, and technology iteration of high-end electronic chemicals. It aligns closely with the region's development positioning for high-end chemical and semiconductor supporting industries, boasting comprehensive industrial support and a solid development foundation.

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[huemens]

Nvidia begins Vera CPU sales pitch to Chinese clients, sources say​

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June 12 (Reuters) - Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said.
The outreach underscores how the world's most valuable company is quickly ‌pivoting to the new product to revive its rapidly declining fortunes in China, as shipments of its second-most powerful AI chip, the H200, to the country have stalled for months.

The sources said some Chinese clients have shown interest in the Vera chip

Unveiling Vera in March, Huang expected it to become the company's next multibillion-dollar business. Nvidia also said at the time that leading cloud firms including Alibaba and ByteDance were collaborating with it to deploy Vera, but it did not say whether the actual ordering process for the chip had begun.
Nvidia declined to comment. Alibaba and ByteDance did not respond to requests for comments.

One major Chinese cloud company plans to place an order for more than 300 servers, each containing two Vera CPUs, one of the sources said. The company plans to deploy the systems for testing first and decide whether to place official orders based on the results, the person added.

A single Vera processor will cost "well north" of $20,000 before bulk discounts, and a fully configured rack of 256 chips would run to around $10 million, depending on memory chip configuration, according to SemiAnalysis.

Nvidia expects $20 billion in revenue from Vera chip sales ⁠by the end of this fiscal year to end-January.

The Chinese interest in Vera comes as the global AI race pivots from model training to inference computing, the process of answering queries, where graphics processors face greater competition from CPUs and custom chips.

Chinese clients plan to initially deploy Vera chips only in their overseas data centres for testing, one of the sources said.