Chinese semiconductor thread II

[tphuang]

more from CETC

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“面对新一代装备超高性能、超高密度、超低剖面等重大需求，相控阵阵面亟待解决微系统架构、热学仿真、材料物理、集成工艺等跨学科问题，实现轻薄化、模块化。”14所TR组件先导技术团队以攻坚克难的精神，揭下这个公认难题的“榜单”。

在先进微系统集成架构推进会上，技术团队看到国外基于微系统技术集成大功率SiP组件的报道，互相激励说：“我们一定可以，不仅要做，还要做到领先。”经过跨学科研究和集智攻关，技术团队提出微系统形态新架构，将芯片级微纳集成技术从数字领域拓展到射频领域，SiP组件散热效能提升5倍以上。

so 14th institute saw foreign MIC achieving huge gain from using integrated high power SiP packaging. By researching into this, they developed SiP packaging with 5x improvement in heat dissipation. That's pretty good.

So when we see Luxshare taking over Qorvo plant in China which puts together RF packaging, it could potentially open the door for certain advanced RF packaging tech.

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[LanceD23]

they will start 7nm and 5nm production this year... they have tamed the SAQP technology....
It looks like Hisilicon's wafer factory will be operating at full capacity from now until 2025

It's own patent and production tech? Then why so many people say Huawei using SMIC and its technology for manufacturing then?

 

[olalavn]

It's own patent and production tech? Then why so many people say Huawei using SMIC and its technology for manufacturing then?

they exchange technology and engineers with each other... SMIC can use Huawei's IP in the future...

 

[HighGround]

Seems the main performance improvement came from beefing up the num of cores and bandwidth instead of major improvements of a single core.

The main improvement is a 30% higher transistor count and an MCM architecture, combining two GPU dies into a single package. It's a significant technical accomplishment for Nvidia.

 

[mrandolph]

I am curious about this one: How will Apple host its advanced AI models in China when the US prohibits advanced AI chips to be exported to China? Will the AI assistant for Chinese iPhones end up being hosted on Huawei hardware?

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[tphuang]

The total investment is about 500 million yuan! Huaping County signs a project to produce 150,000 crucibles per year​

Huaping County People's Government signed an investment agreement with Lijiang Huapin Quartz Products Co., Ltd. for an annual production of 150,000 crucibles project. China Powder Network News On March 19, the Huaping County People's Government signed an investment agreement with Lijiang Huapin Quartz Products Co., Ltd. for a project with an annual output of 150,000 crucibles. It is reported that Lijiang Huapin Quartz Products Co., Ltd. settled in Shilongba Clean Energy Industrial Park in 2018. From the first phase of the crucible project in 2019 to 2023, the company produced 158,400 quartz crucibles, achieved an industrial output value of 1.233 billion yuan, and paid a tax of 1.31 billion yuan. billion, achieving a total import and export volume of 73.31 million yuan. The contracted project with an annual output of 150,000 crucibles covers an area of 80 acres, with an estimated total investment of about 500 million yuan. The construction content includes workshops, comprehensive buildings, and ancillary water, electricity and other production equipment. The site leveling project is expected to be completed by the end of May this year and completed within the year. Factory construction.​

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lol, don't tell it to the people that wrote this article and tweet

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[tphuang]

I am curious about this one: How will Apple host its advanced AI models in China when the US prohibits advanced AI chips to be exported to China? Will the AI assistant for Chinese iPhones end up being hosted on Huawei hardware?

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absolutely not.

Apple's new SoC should have NPU portion that does AI inference.

 

[tokenanalyst]

lol, don't tell it to the people that wrote this article and tweet

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Jiangsu, increased their production of semiconductor grade quartz by 15,000 ton in a year. An more ironically China has imposed tariff against US quartz producers to incentive domestic production.

this are some of China quartz mines and their purification process method.

 

[tokenanalyst]

Meishan Herun New Materials: It is expected that the quartz crucible production capacity will reach more than 30,000 pieces this year​

Sichuan Economic Network 185 people read Tags quartz sand quartz crucible monocrystalline silicon solar photovoltaic photovoltaic cells [Introduction] The raw material of quartz sand with a purity of 99.998% is transformed into crystal clear quartz in a furnace with a temperature of nearly 2000 degrees through melting, cooling, demoulding, cutting, fine washing, quality inspection, packaging and other procedures. crucible. China Powder Network News In recent days, Meishan Herun New Materials Co., Ltd., located in Area A of Danling Economic Development Zone, Meishan City, Sichuan Province, has been buzzing with people and roaring machinery every night. The raw material of quartz sand with a purity of 99.998% is transformed into crystal clear quartz crucibles in a furnace with a temperature of nearly 2000 degrees through melting, cooling, demoulding, cutting, fine washing, quality inspection, packaging and other procedures. "Currently we have orders for more than a thousand quartz crucibles, and the market is concentrated in Sichuan, Yunnan, Qinghai and other places."

According to Zhang Tingyu, director of the company's comprehensive management department, as one of the only four quartz crucible manufacturers in the province that has been put into production First, the quartz crucible produced by its company has the advantages of high purity, strong temperature resistance, large size and high precision, good thermal insulation, energy saving, stable quality, etc. It is an irreplaceable key consumable in the production of monocrystalline silicon from polycrystalline silicon. It plays an important role in solar energy. Applications in photovoltaic cell manufacturing and other fields are becoming more and more widespread. It is reported that as the only quartz crucible manufacturer currently in operation in Meishan City, once it is put into operation, it will fill the blank link in the city's photovoltaic industry chain and promote the photovoltaic industry in Danling County and even the city to move towards the fast lane of chain development. "One melting furnace can produce 30 quartz crucibles in 24 hours. We have 4 melting furnaces, so production capacity is not a problem at all. It is currently the product sample period and the company's ramp-up period. After the preliminary samples, user feedback has been very good. Well, the order volume this year will definitely increase significantly!" Hou Yao told reporters that since it was officially put into production in November last year, the company has completed an output value of nearly 10 million yuan. Before the end of this year, the company plans to expand the production lines from 4 to 8. , by then the production capacity will reach more than 30,000 pieces, and the output value is expected to reach more than 600 million yuan.​

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[mrandolph]

absolutely not.

Apple's new SoC should have NPU portion that does AI inference.

Sure but all these new AI offerings have a massive cloud component. And even if we are just talking inference it is unrealistic that a pure on device offering can be competitive with what OpenAI or Google is doing presently.