Chinese semiconductor thread II

Hyper

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View attachment 137227
The new Kirin-9100 is expected to again be 1 extra large, 3 large, 4 small core. Using 8-wide, 6-wide and 4-wide decoder.
He calls is N7PP here, but this is basically just improved over N+2.
I'm expecting some serious improvement in the 3 large cores this time. At least that's the impression I got.
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Apparently, they had 6 million produced at end of August, so there is plenty of chips for Mate 70 and Mate X6
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Chip dimension?
Since they have larger cores.
 

tinrobert

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The issue with overly zealous export controls damaging US companies and their market share is nothing new, is something that has been study since the nearly the end of the "cold war" so anyone pretending to be shock about export controls backfiring is either ignorant or an ideologue or both.
View attachment 137208View attachment 137209

THE BIG BIG BIG ISSUE about current US export controls is that looks like that intention is to KILL, no even national security anymore and is not the cutting edge anymore, the intention is try to kill Chinese companies and even kill entire Chinese economic sectors, kill Huawei, kill SMIC, kill China memory industry,kill China AI sector, kill China semiconductor industry. THIS IS ECONOMIC WAR and the stooges see US companies as causalities. And you can see it the actions and the language, reducing the des-minimum rule to zero, attacking already established technologies like DUV immersion lithography that China has been buying for two decades, breaking US companies business integrity by banning them from servicing already bought equipment, Alan saying "their tools will ossify" and so on. I don't think even in the Cold War export controls has been this weaponized to harm economic sectors let alone in the post-cold war era.

My hypothesis that the stooges in D.C. WANTS for US semiconductor and technology companies in general market share in China to reach zero or close to zero as possible, that China becomes more independent in chip technology in general, that way the pressure on BIS will diminish or so the stooges think.
There used to be a fast food burger commercial on TV in the U.S. that commented "Where's the Beef." That's what I think of this article. No beef and dated statistics copied and pasted. No original research. Our Government tax dollars at work.

I've written more than a dozen articles about the failure of U.S. sanctions on semiconductors on Seeking Alpha and now on on Substack, and published them here on this site. I had more original research in a 5-page paper of mine than this whole document. My latest was written on September 30 on Substack

"Why U.S. Sanctions Fail to Deter China’s AI Chip Progress, as Huawei Fights Back with Ascend 910C"​

and you can find it here:
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Hyper

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There used to be a fast food burger commercial on TV in the U.S. that commented "Where's the Beef." That's what I think of this article. No beef and dated statistics copied and pasted. No original research. Our Government tax dollars at work.

I've written more than a dozen articles about the failure of U.S. sanctions on semiconductors on Seeking Alpha and now on on Substack, and published them here on this site. I had more original research in a 5-page paper of mine than this whole document. My latest was written on September 30 on Substack

"Why U.S. Sanctions Fail to Deter China’s AI Chip Progress, as Huawei Fights Back with Ascend 910C"​

and you can find it here:
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Robert so you have left Seeking Alpha?
 

Wrought

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Robert so you have left Seeking Alpha?

Yes, he mentioned it awhile back.

 

Wahid145

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what's the point of posting this when they are clearly already at 65nm for lithography? these things are not going to be up to date.
Not sure about the source but 65nm falls under the varification until 28nm as highlighted. We will don't know about the mass usage of that 65nm Lithography machine in Fabs.

On a slight detour (which is good every now and then), anyone know very big major Choke points China still have wrt Western Countries. The major ones I can think of are the EUV, ISA (because LoongArch is not wide spread), TurboJets, Nacelle.
I'm aware for each of them a replacement is well under development. Just want to know about other major Choke points.

Since 2019 I kept thinking, fate of the global South depends on China acquiring EUVL. But imagine, if China can breakthrough these choke points the global South can afford them much more easily because of China economy of scale. EV, Solar are the perfect example. Now imagine if China can mass produce C919 like those 2. We don't have to rely on unsafe, expensive Boeing and inefficient Airbus for Air Transportation
 

measuredingabens

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Not sure about the source but 65nm falls under the varification until 28nm as highlighted. We will don't know about the mass usage of that 65nm Lithography machine in Fabs.

On a slight detour (which is good every now and then), anyone know very big major Choke points China still have wrt Western Countries. The major ones I can think of are the EUV, ISA (because LoongArch is not wide spread), TurboJets, Nacelle.
I'm aware for each of them a replacement is well under development. Just want to know about other major Choke points.

Since 2019 I kept thinking, fate of the global South depends on China acquiring EUVL. But imagine, if China can breakthrough these choke points the global South can afford them much more easily because of China economy of scale. EV, Solar are the perfect example. Now imagine if China can mass produce C919 like those 2. We don't have to rely on unsafe, expensive Boeing and inefficient Airbus for Air Transportation
We know 65nm is already used in manufacturing at Yandong.
 

gotodistance

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Hwang Cheol-seong, a professor emeritus at Seoul National University, warned that

“Current DRAM technology will reach its limit within five years due to physical limitations, and the importance of extreme ultraviolet (EUV) lithography equipment and surrounding technologies will decrease relatively, which could weaken our country’s unique DRAM technology competitiveness.”

“In particular, the Chinese government’s fostering of memory semiconductors will be a major challenge to the development of our country’s semiconductor industry in the future.”

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