Chinese semiconductor thread II

curiouscat

Junior Member
Registered Member
Haha, I wish my company bought the reports from TechInsights. If I did have it though I would only share parts of it selectively. They keep a way tighter leash on who has access to the reports so they may be able to track down who shared it.

AI chip production issues. Does anyone have access to digitimes to see what the article is about?
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General gist of it is that the 910C ship date has been pushed back to 2025 due to yield issues and to make room for the Mate 70. At least according to the DigiTimes report. They say that the procurement has been temporarily paused on the customer side which DigiTimes most likely has accurate sources for IMO.
 
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tphuang

Lieutenant General
Staff member
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Haha, I wish my company bought the reports from TechInsights. If I did have it though I would only share parts of it selectively. They keep a way tighter leash on who has access to the reports so they may be able to track down who shared it.


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General gist of it is that the 910C ship date has been pushed back to 2025 due to yield issues and to make room for the Mate 70. At least according to the DigiTimes report. They say that the procurement has been temporarily paused on the customer side which DigiTimes most likely has accurate sources for IMO.
hmm, I heard the customers have already gotten the chips and are testing with it.
 

curiouscat

Junior Member
Registered Member
well, it's enough samples that they are able to start testing. Remember, the yield can be like 20% and still produce enough samples to be profitable. I'm unconvinced that low yield alone can stop production and sales. Let's wait and see.
The digitimes article says they stopped procurement but not anything else so I think they may be continuing testing and development but won’t ship it in bulk for sales
 

latenlazy

Brigadier
If yield is the issue, odds of the next round in the product line being 5 nm goes up a bit. Even with much lower defect tolerances for larger dies, 7 nm process should be mature enough that any hitch in process development is more likely to cause initial supply bottleneck than outright delay.
 

OptimusLion

New Member
Registered Member
Guangli Microelectronics Integrated Circuit EDA Industrialization Base Project Completed

On August 21, the Guangli Micro Integrated Circuit EDA Industrialization Base project was completed.

The total investment of the project is about 345 million yuan. It is located in Puyan Unit, Binjiang District, Hangzhou, with a land area of 12.3 acres and a total construction area of about 32,000 square meters. It is positioned as the company's future headquarters building and R&D production base. After the project is completed, it can meet the R&D office needs of thousands of employees, thereby greatly improving the production capacity of WAT test equipment. By then, the project will become a domestic hardware and software R&D and production base with leading hardware conditions.

According to information, Hangzhou Guangli Microelectronics Co., Ltd. is a leading domestic supplier of integrated circuit EDA software and wafer-level electrical testing equipment. It focuses on chip yield improvement and electrical testing technology, providing EDA software, circuit IP, WAT electrical testing equipment and a complete set of solutions combined with chip yield improvement technology. It can achieve chip performance, yield and stability improvements throughout the entire product cycle from integrated circuit design to mass production, and its successful cases cover multiple integrated circuit process nodes
 
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