Chinese semiconductor thread II
- Thread starter vincent
- Start date
Huawei vs mediatek?
Then this,
But
...
Also Qualcomm suing Transsion?
Is there a "law warfare" happening?
Then this,
But
...
Also Qualcomm suing Transsion?
Is there a "law warfare" happening?
That's quite normal. Happens all the time.
It's well worth the temporary economic setback in exchange for semiconductor self-sufficiency.
Huawei has regained the #1 flagship crown in China, and AI NPUs don't require EUV or most advanced nodes, generative AI and LLMs have limited military implications. Training data quality and AI techniques matter as much if not more than raw processor power in the AI race.
So essentially, US has gifted China self-sufficiency in exchange for temporary short-term economic setback, and arguably negligible military AI advantage. US can only sustain it's leadership by being an innovative R&D leader, not stifling it's competitors with draconian sanctions. During peacetime too! What a gift that keeps on giving.
this is actually misleading. the phone activation #s had Apple at number 3
Pretty interesting to see 360 group, Tencent cloud, baichuan and more are all using 3A6000 now. So good progress for Loongson finally.
IIRC These numbers are for shipped volumes. So not quite the same as volumes purchased and activated by the end user.