Chinese semiconductor thread II

gelgoog

Lieutenant General
Registered Member
Capex at a record high in H1.
Please, Log in or Register to view URLs content!
They should be moving a boatload of tools into the new fab shells at SMIC, Hua Hong, Nexchip, YMTC, and CXMT. The article mentions 10 tier-2 makers. So there are more companies doing it as well.

China needs massive investment into purchasing tools to try to stave off the need for chip imports for basic appliances and cars.
 

BlackWindMnt

Captain
Registered Member
Please, Log in or Register to view URLs content!
In how far those engineers are real engineers no one can really verify. But i assume one can just look up the Chinese based repo, bug trackers sites or tech forums..

But i can still remember how brittle OpenCL drivers were at the start of their introduction and its probably the reason why OpenCL lost the big data competition a decade ago. But in contrast to AMD vs Nvidia in the gpgpu competition the big data guys in China have no other options because of sanctions, so it will improve over time.
 

AG_95

Just Hatched
Registered Member
Hello everyone,
I saw this article on China's semiconductor industry by Information Technology and Innovation Foundation- hope it provides interesting content for the thread!
Please, Log in or Register to view URLs content!

It is a long document, but it tries to cover different sectors and types of chip in the analysis.
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Please, Log in or Register to view URLs content!
this strikes to me as authors probably not knowing what they are talking about.

chip to chip interconnect speed is a real issue, but that's not a software issue.

Based on what I hear, PyTorch actually works pretty well with Ascend. There is nothing special about Cuda itself. People are just using it because that's what everyone have used all their lives. There are probably some libs in there that aren't supporting in Ascend, so people will have to learn to adjust, because that's just what they have to do.

There is no question that switching to Ascend takes effort, but all the companies will have to do it.
 

gelgoog

Lieutenant General
Registered Member
What do you think of this FT article/headline? I think the article is locked?
If you have trouble reading the article use this link.
Please, Log in or Register to view URLs content!

The article was clearly written by someone who does not get the technology.

It is normal that the software support is raw because this Huawei platform has been in development for less time than Cuda. But support will improve with time.

They are also wrong in that NVidia has a huge software team and they frequently allocate their own engineers to help customers modify or write their software to work in their Cuda platform. They have done this for like a decade and a half that is why their platform is better. That Huawei is bothering to do the same though is a vast improvement over the situation with the other vendors in the market.

The main problem I see with Huawei's approach is that I think China should have made a unified software platform for all their AI vendors. The current situation risks fragmentation and duplication of effort.

IMHO China should have adopted OpenCL and built on top of that. OpenCL 3.0 basically solves all the major issues people had with initial versions. The main issue is lack of libraries built on top of it. But this could have been collaboratively by all the Chinese vendors.
 

daifo

Captain
Registered Member
What do you think of this FT article/headline? I think the article is locked?

View attachment 135141
Please, Log in or Register to view URLs content!

This is pretty common in newish enterprise software/hardware and when integrating systems together. Nothing works well and lots of time/money is spent between customers and vendors to get the product and solution working.
 

tokenanalyst

Brigadier
Registered Member
Hello everyone,
I saw this article on China's semiconductor industry by Information Technology and Innovation Foundation- hope it provides interesting content for the thread!
Please, Log in or Register to view URLs content!

It is a long document, but it tries to cover different sectors and types of chip in the analysis.
How innovative is China on semiconductor? let put it this way, any other company in this blue planet with the same sanctions that Huawei has on semiconductors would had be buried underground A LONG TIME AGO. Just think about that.
 
Top