coincidence?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Are other Chinese companies being prevented from doing the same as Huawei and not receiving any support from the state?
As soon as China starts importing NIL Canon will face threats from you know who?
Producing "advanced GPUs" technically do not need "ASML EUV" machines, sure.
But you're asking the wrong question -- the question should be, to meet future semiconductor demand in a number of domains (including GPUs), is EUV necessary for the PRC semiconductor and tech industry? And the answer is yes, because ultimately the more advanced process you go, the more you need the abilities of competent and modern EUV to manufacture end products at higher and more satisfactory yields, and that is when factoring in additional techniques like packaging and so on, because if your competitors can use the additional techniques as well then your rate limiting step will still be access to EUV or not.
What that person is writing, and the entire discourse around Huawei's new chips, is poor because they make it sound like Huawei or the PRC does not need EUV in the future, rather what these products made using existing DUV capabilities are only just a temporary stopgap to buy time and continue their business and produce supply for domestic users who have been cut off.
The comment they wrote "The hype around ASML's EUV lithography machines, crucial for producing advanced microchips, seems overblown" is absolutely incorrect.
Yield matters, and so does being able to go more advanced in processes, both of which EUV will be far superior to than DUV.
I think more pertinent to this, is how far Chinese companies and institutions have come on researching and making a commercial EUV machine and when it can come into service. 2025 tends to be what many people on this forum think an EUV scanner will make its debut.
Is collaborating with state institution like the CAS, scientific academe and research centre's considered as state support?
As usual, SCMP is late on reporting.
Large Chinese tech companies have been testing this for a while now. It's not a secret.
Ascend-910C is more akin to H800. HW AI chips have slower chip to chip interconnect.
The total interconnect speed of 910-B is already equivalent to that of H800, which is about 400GB/s.