Micron and TI cannot do what Intel does. They're not behind, they're not in the same game. Memory and analog are far different than leading edge digital logic.
There is GloFo though.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
There is GloFo though.
I really like this quip!
BTW, their Irish fab sells a lot to China. In fact, Ireland exports 70% of all chips to China. INTC giving up majority stake is to find a political solution to future bans.
.. to troll the Americans ?
Yep. Problem?
I threw out a few names I could I think of in US chips who might be able to bring something to the table in manufacturing and forgot Global Foundries. You are absolutely correct.
Shaoguang Core Materials completed nearly 100 million yuan in B+ round financing, becoming a "little giant" enterprise in photomask materials
According to Dachen Capital, Dachen recently led the investment in the nearly RMB 100 million B+ round of financing for Shaoguang Core Materials, a leading domestic semiconductor material company. This is also the first investment completed by Dachen Small and Medium Fund Phase II after the first round.
Changsha Shaoguang Core Material Technology Co., Ltd.'s official website shows that the company was established in 2003. Shaoguang Core Material's predecessor was a major scientific and technological project in 1980 that imported a full set of equipment and process technology from Germany to support integrated circuit chip manufacturing. After the system reform and transformation into a fully private economic system in 2011, it further exploded with vitality and became a photomask material (also known as photomask substrate, chrome plate, photomask substrate) research and development and production enterprise supporting integrated circuit chip manufacturing. Shaoguang Core Material's photomask materials have established a high-quality brand and reputation in the domestic photomask market, and have been recognized for their professionalism in the industry.
Recently, the Department of Industry and Information Technology of Hunan Province released the review list of the third batch of specialized, sophisticated and innovative "little giants" in Hunan Province, and Changsha Shaoguang Core Materials Technology Co., Ltd. was included in the list.
Dachen Capital pointed out that Shaoguang Core Materials uses advanced magnetron sputtering technology and precise processing technology to ensure the high performance and reliability of photomask substrates. It is technologically advanced among similar products in China and has mastered the full-process processing technology of blank substrates. Its market share is steadily increasing. The micro-nano optical components it produces have brought revolutionary changes to the optical field with their unique micro-nano structures and are widely used in microelectronics, optics, optoelectronics, nanodevices, biochips, optical communications and other industries.
yep, saw this one.
It does make you question the commonly held belief that China is card constrained. I actually do think they are supply constrained.
The issue is that while small cloud providers in China can fully utilize this, the larger players that need several hundred thousand GPUs really can't
interesting bit on prices
A little update on Biren Tech.
It introduced a training solution for combining Biren, Nvidia & other domestic AI chips.
This was designed in conjunction with China Telecom, ZTE, Sensetime and more. So, it seems like Biren has secured some customers
Interestingly enough, it no longer advertises BR100 or BR104. It has quietly moved to BR106
No more mention of capabilities, but now it just talks about power consumption. Seems like the result of too much attention previously.
It unveiled AIPC product recently.
It's GPUs were used in China Mobiles' Hohhot Data center, which has 6.7 EFLOPS computation
It also joined China Telecom's smart computation alliance
It introduced a training solution for combining Biren, Nvidia & other domestic AI chips.
This was designed in conjunction with China Telecom, ZTE, Sensetime and more. So, it seems like Biren has secured some customers
Interestingly enough, it no longer advertises BR100 or BR104. It has quietly moved to BR106
No more mention of capabilities, but now it just talks about power consumption. Seems like the result of too much attention previously.
It unveiled AIPC product recently.
It's GPUs were used in China Mobiles' Hohhot Data center, which has 6.7 EFLOPS computation
It also joined China Telecom's smart computation alliance