Chinese semiconductor thread II

Hyper

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Looks like there's competition to Tsinghua SSMB from both Japan and the US. The race is on!

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This is stupid idea. By the time these light sources come up. Lithography will run out of steam and the industry is close to give up on lithography scaling ( shrink ). Dram will go 3D in few years. Sram will be stacked. Materials and DTCO is the way forward.
 

dingyibvs

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Looks like there's competition to Tsinghua SSMB from both Japan and the US. The race is on!

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Both the wavelength and energy of the wave generated by Japan's FEL based solution appears to be more than a magnitude below what's needed. They're just now "making the case" for the construction of a more advanced test facility to accomplish that, so who knows when the construction may even begin, let alone getting built?

In comparison, Shanghai's SSRF has already produced a light source with the necessary wavelength and average power. The next research facility will be in XiongAn and should start construction soon. I don't know how far along Shenzhen's FEL based solution is.
 

Hyper

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Both the wavelength and energy of the wave generated by Japan's FEL based solution appears to be more than a magnitude below what's needed. They're just now "making the case" for the construction of a more advanced test facility to accomplish that, so who knows when the construction may even begin, let alone getting built?

In comparison, Shanghai's SSRF has already produced a light source with the necessary wavelength and average power. The next research facility will be in XiongAn and should start construction soon. I don't know how far along Shenzhen's FEL based solution is.
Shenzhen FEL is a soft xray fel. Not related to lithography at all.
 
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sndef888

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An interesting peek into some challenges Chinese GPU companies currently facing
Any summary?

Also, I'm curious what you guys think of the future of Chinese GPU industry. Is Moore Threads the star of the bunch that's most likely to produce decent consumer GPUs? I wonder when they'll be able to offer midrange (4060Ti?) Nvidia level products. Intel started so late and they're already producing viable products

Sometimes I wonder if the lack of consolidation is a bad thing for Chinese semicon. Maybe it'd be better if there was one entity acquiring companies like Loongson, Phytium, UNISOC, Zhaoxin, Moore Threads to create a new AMD-equivalent that can pool resources
 
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Proton

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Any summary?

Also, I'm curious what you guys think of the future of Chinese GPU industry. Is Moore Threads the star of the bunch that's most likely to produce decent consumer GPUs? I wonder when we'll get a ~4060 level GPU. Intel started so late and they're already producing viable products
While the performance of their integrated graphics has never been meant to compete with discrete GPUs, I'd still assume it's the same kind of engineering proficiency going into these circuits; giving Intel decades of experience.
 

tphuang

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For Apple, I haven't checked all the details, but the logic should be sound.
1: Due to the lithography limitation in China, it looks like Apple would always have better logic and memory chips. With AI features moving to edge devices, Apple's enhanced computing power(M4 chip is a beast) becomes more appealing. Satcom/Photography noncore functions.
2: IOS is a much more mature and huge ecosystem, I doubt foreign App/Game developers would migrate their products to the HarmonyOS, I guess there are "emulators" that can be used to run Android apps in HarmonyOS. Lack of App/Game support is a no-go for lots of people. Unless Huawei is able to vastly ramp up advanced node production, then flooding the market with cheap, high-quality devices, without much higher market shares, very hard for HarmonyOS to compete with IOS.
3: Global after-sale support and brand awareness, I doubt people can get after-sale service outside of China.
4: I saw some people posting on social media, with multiple discounts, Apple iPhone 15 Pro 256G is selling for around 6300RMB in China, the same price level as Mate 60 Pro, Unless people want to support Huawei, there are no compelling reasons to buy Huawei over Apple when they are on the same price level.
So, you don't really have any proof that better SoC actually means better phone performance. I've posted a lot of in depth comparison done by Chinese tech vloggers in the past. In terms of speed and battery life, P70 is better than iPhone 15.
Apple continues to show absolutely 0 innovation in its products. Why should it have premium for providing the absolute worst camera & 5g connectivity amongst flagship phones?

If you are a light phone user, just check social media posts or watch videos on TikTok, any phone would do the job, won't notice any difference.

For Nivida,
1: H20 and 910B prices similarly in China, 910B maybe slightly faster, but H20 is manufactured by TSMC with better processing nodes, H20 should be more mature and stable.
2: Nivida's CUDA ecosystem is so entrenched, without the geopolitical risk factors, so much easier to build your system with CUDA. Recently some news mentioned some big tech companies are planning to build data centers in the West (or rent AI chips) to avoid the sanctions in order to buy Nivida's chips.
Huawei is having trouble producing enough Ascend-910B because HBM scarcity. H20 just cut prices by 20%.

Next gen Ascend is coming out shortly. So if you are a major Chinese tech companies, why would you base your AI future on Nvidia chips? This is actually a pretty complicated issue and your phrasing here is very simple.

Huawei is putting a lot of effort integration Ascend with PyTorch. On top of that, Mindspore has gained significant market share in the past few quarters. It is easily the 2nd most popular ML library. All that shows Chinese private players are increasingly adopting Ascend chips
 

tphuang

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1: with the deep discounts Apple is offering now in China, I believe Apple's products are more competitive than Huawei's if we don't consider the national pride factors, let's see in the coming months whether Apple's market shares would increase, I remember there was a post from Reuters recently saying sales in China is improving, must means the price cut is working somehow. All phones are spying devices, just who is listening.

2: as for Nvidia, I've read similar news, but I am thinking it could be just 20% truth to these news. With Nvidia's revenue beating every quarter, and China is an big AI chip market, it seems logical that Chinese companies are renting AI chips from AWS or other cloud providers in the West, likely even buying H100 chips directly via third countries. If the entire Chinese market is walking away from Nvidia, it doesn't make sense Nvidia is beating revenue every time.
btw, this is a tightly moderated thread for many reasons. You have shown yourself to really lack knowledge in this area. I would suggest that you read the 300 pages of this thread before continuing to talk, because you have really not shown much knowledge here
 

tokenanalyst

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This is stupid idea. By the time these light sources come up. Lithography will run out of steam and the industry is close to give up on lithography scaling ( shrink ). Dram will go 3D in few years. Sram will be stacked. Materials and DTCO is the way forward.
FEL will come faster than many people think probably in the next 5 years or less. LPP is like the big inefficient mercury lamps that excimer lasers replaced. Problem with current ASML EUV systems apart from stochastics is power which affect throughput, FEL EUV could increase throughput to the level of ArFi scanners or even higher.
 
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