Chinese semiconductor thread II

Overbom

Brigadier
Registered Member
Report that Chinese firms stockpile HBM from Samsung
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Exclusive: Chinese firms stockpile high-end Samsung chips as they await new US curbs, say sources​

Chinese tech giants including Huawei and Baidu
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as well as startups are stockpiling high bandwidth memory (HBM) semiconductors from Samsung Electronics in anticipation of U.S. curbs on exports of the chips to China, three sources said.
The companies have ramped up their buying of the artificial intelligence (AI) capable semiconductors since early this year, helping China account for about 30% of Samsung's
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HBM chip revenue in the first half of 2024, one of the sources said.
One of the sources said chip designing startup Haawking recently ordered HBM chips from Samsung.
Huawei (HWT.UL), meanwhile, has been using Samsung HBM2E semiconductors to make its advanced Ascend AI chip, according to one of the sources.
 

gocngo

Just Hatched
Registered Member
October 1 is China's National holiday. It marks the 75th anniversary of the Republic.
What are the chanches that Huawei comes up with a "Huawei Mate 75" smartphone device (alongside or instead of the hotly awaited Mate 70? :))
And what about the upcoming Kirin 9100 CPU chip in the device being manufactured even in sub 5nm, like 4nm or even 3nm, as a declaration of independence in chip design?
 

ansy1968

Brigadier
Registered Member
October 1 is China's National holiday. It marks the 75th anniversary of the Republic.
What are the chanches that Huawei comes up with a "Huawei Mate 75" smartphone device (alongside or instead of the hotly awaited Mate 70? :))
And what about the upcoming Kirin 9100 CPU chip in the device being manufactured even in sub 5nm, like 4nm or even 3nm, as a declaration of independence in chip design?
Nothing special and dramatic Just officially acknowledged that SMEE SSA800A exist. ;)
 

gocngo

Just Hatched
Registered Member
Recently there were some big product lauch delays (see links below) at these giant companies:
- Huawei (Mate 70 / Kirin 9100)
- AMD (Ryzen 9000)
- Nvidia (Blackwell AI GPU)
due to "chipset challenges", "unspecified quality issues", or "design flaws".

Could it be that there was a "secret" breakthrough in the industry that made these delays necessary?

The delay news:
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curiouscat

Junior Member
Registered Member
Recently there were some big product lauch delays (see links below) at these giant companies:
- Huawei (Mate 70 / Kirin 9100)
- AMD (Ryzen 9000)
- Nvidia (Blackwell AI GPU)
due to "chipset challenges", "unspecified quality issues", or "design flaws".

Could it be that there was a "secret" breakthrough in the industry that made these delays necessary?

The delay news:
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There is no breakthrough. Nvidia has run into multiple other engineering issues that some other media sources online have mentioned. The biggest issue they face is that the chip that handles communication between the GPUs on the same board needs to be redesigned and taped out due to stability issues. They're also switching to TSMC's new COWOS-L advanced packaging and there are reportedly some issues there as well with the substrate cracking.

AMD reportedly also has technical issues that are related to packaging but no one has revealed what exactly.

HUAWEI is effectively a blackbox so who knows what issues they're having with the Kirin but it's not uncommon for silicon to enter validitation and then face multiple issues.
 

GiantPanda

Junior Member
Registered Member
There is no breakthrough. Nvidia has run into multiple other engineering issues that some other media sources online have mentioned. The biggest issue they face is that the chip that handles communication between the GPUs on the same board needs to be redesigned and taped out due to stability issues. They're also switching to TSMC's new COWOS-L advanced packaging and there are reportedly some issues there as well with the substrate cracking.

AMD reportedly also has technical issues that are related to packaging but no one has revealed what exactly.

HUAWEI is effectively a blackbox so who knows what issues they're having with the Kirin but it's not uncommon for silicon to enter validitation and then face multiple issues.

Doesn't sound like too much of a delay in the Mate 70 launching possibly in late 4th qtr according to that tweet/article as opposed to the hinted at October launch date. As you said, Huawei is a black box and there was never any real confirmed date for the rumored launch in 4th qtr anyways.
 
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