Chinese semiconductor thread II

[GulfLander]

Reserve projects include Suzhou Xintian Technology Wireless Communications Headquarters, Suzhou Oudi Semiconductor special equipment and other projects.

What does reserve project mean?

 

[mst]

(Bloomberg) -- Key US lawmakers urged Japan to strengthen restrictions on sales of chipmaking equipment to China, warning that if Tokyo fails to act, Washington could impose its own curbs on Japanese companies or bar toolmakers that sell to China from receiving US semiconductor subsidies.

Still, China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing further restrictions. US companies, meanwhile, have argued that tighter curbs from Washington give their foreign competitors an unfair edge. Additional unilateral controls, they say, would be detrimental to American industry without comparable measures from allies.

The Biden administration has pressured Japan and the Netherlands to strengthen their chip controls, part of a yearslong campaign to prevent Beijing from accessing AI that could benefit its military. In particular, US officials are seeking bans on Japanese and Dutch persons maintaining and repairing advanced gear in China, in line with rules Washington has already put in place for US persons. They also want allies to curb the sale of additional tools, to match a broader package of new US regulations that’s still under deliberation.

Export control talks have focused so far on China’s ability to manufacture cutting-edge chips. But the lawmakers’ letter to Yamada also highlighted concerns about China’s capacity to make less-advanced processors — a key area of focus for Beijing, particularly after the US and allies cut off sales of the highest-end equipment. To counter that rush, the Biden administration increased tariffs on Chinese chips to 50% starting in 2025. The letter suggested there is more to be done.

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[antiterror13]

(Bloomberg) -- Key US lawmakers urged Japan to strengthen restrictions on sales of chipmaking equipment to China, warning that if Tokyo fails to act, Washington could impose its own curbs on Japanese companies or bar toolmakers that sell to China from receiving US semiconductor subsidies.

Still, China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing further restrictions. US companies, meanwhile, have argued that tighter curbs from Washington give their foreign competitors an unfair edge. Additional unilateral controls, they say, would be detrimental to American industry without comparable measures from allies.

The Biden administration has pressured Japan and the Netherlands to strengthen their chip controls, part of a yearslong campaign to prevent Beijing from accessing AI that could benefit its military. In particular, US officials are seeking bans on Japanese and Dutch persons maintaining and repairing advanced gear in China, in line with rules Washington has already put in place for US persons. They also want allies to curb the sale of additional tools, to match a broader package of new US regulations that’s still under deliberation.

Export control talks have focused so far on China’s ability to manufacture cutting-edge chips. But the lawmakers’ letter to Yamada also highlighted concerns about China’s capacity to make less-advanced processors — a key area of focus for Beijing, particularly after the US and allies cut off sales of the highest-end equipment. To counter that rush, the Biden administration increased tariffs on Chinese chips to 50% starting in 2025. The letter suggested there is more to be done.

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Interesting to see whether Japan would comply "harakiri" that told by the American .. For China I think more restrictions is better to justify less import from those countries and more incentive to build and dominate the supply chain

 

[gelgoog]

Key US lawmakers urged Japan to strengthen restrictions on sales of chipmaking equipment to China, warning that if Tokyo fails to act, Washington could impose its own curbs on Japanese companies or bar toolmakers that sell to China from receiving US semiconductor subsidies.

That sure is a funny argument. The US market for semiconductor equipment is a pale fraction of the Chinese market.
Yet the US still seems to think it has the biggest market and can act as some sort of monopsony client. When China bought more equipment last year than Taiwan, South Korea, and the US COMBINED. With the US buying LESS equipment than either Taiwan or South Korea.

Still, China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing further restrictions. US companies, meanwhile, have argued that tighter curbs from Washington give their foreign competitors an unfair edge. Additional unilateral controls, they say, would be detrimental to American industry without comparable measures from allies.

Applied Materials and Lam are still selling their own equipment via their Singapore and Malay subsidiaries I bet.

The Biden administration has pressured Japan and the Netherlands to strengthen their chip controls, part of a yearslong campaign to prevent Beijing from accessing AI that could benefit its military. In particular, US officials are seeking bans on Japanese and Dutch persons maintaining and repairing advanced gear in China, in line with rules Washington has already put in place for US persons. They also want allies to curb the sale of additional tools, to match a broader package of new US regulations that’s still under deliberation.

Shows how much these US congresscritters know about ASML. Dutch persons. Lol. ASML is a company which attracts talent from all over the world. Only a fraction of their staff are Dutch.

Export control talks have focused so far on China’s ability to manufacture cutting-edge chips. But the lawmakers’ letter to Yamada also highlighted concerns about China’s capacity to make less-advanced processors — a key area of focus for Beijing, particularly after the US and allies cut off sales of the highest-end equipment. To counter that rush, the Biden administration increased tariffs on Chinese chips to 50% starting in 2025. The letter suggested there is more to be done.

They can tariff the Chinese chips but it won't lead to people buying US ones. They will just buy from Taiwan or someplace cheaper.

Interesting to see whether Japan would comply "harakiri" that told by the American .. For China I think more restrictions is better to justify less import from those countries and more incentive to build and dominate the supply chain

Japan will comply. The government is wholly subservient. Not that the Japanese conglomerates making these tools will be any happy about it.

 

[tokenanalyst]

(Bloomberg) -- Key US lawmakers urged Japan to strengthen restrictions on sales of chipmaking equipment to China, warning that if Tokyo fails to act, Washington could impose its own curbs on Japanese companies or bar toolmakers that sell to China from receiving US semiconductor subsidies.

Still, China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing further restrictions. US companies, meanwhile, have argued that tighter curbs from Washington give their foreign competitors an unfair edge. Additional unilateral controls, they say, would be detrimental to American industry without comparable measures from allies.

The Biden administration has pressured Japan and the Netherlands to strengthen their chip controls, part of a yearslong campaign to prevent Beijing from accessing AI that could benefit its military. In particular, US officials are seeking bans on Japanese and Dutch persons maintaining and repairing advanced gear in China, in line with rules Washington has already put in place for US persons. They also want allies to curb the sale of additional tools, to match a broader package of new US regulations that’s still under deliberation.

Export control talks have focused so far on China’s ability to manufacture cutting-edge chips. But the lawmakers’ letter to Yamada also highlighted concerns about China’s capacity to make less-advanced processors — a key area of focus for Beijing, particularly after the US and allies cut off sales of the highest-end equipment. To counter that rush, the Biden administration increased tariffs on Chinese chips to 50% starting in 2025. The letter suggested there is more to be done.

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This will end with Japanese toolmakers De-Americanizing their products.

 

[tokenanalyst]

What does reserve project mean?

Probably mean listed.

 

[huemens]

"Instruction set: ARMv8.2-A"

That is the Taishan Cores (The Big cores), I was talking about the small cores.
The Small cores in Kirin 9000s are Cortex-A510 licensed from ARM. It's literally there in the first link you posted yourself. They are v9 cores. V9 has SVE and SVE2.

It doesn't really matter for smartphones any way because currently there's no official support for it for android apps. The highest ARM version still supported by Google for Android apps is v8.0, which was released more than a decade ago.


Android apps written in Java/Kotlin are compiled into Dalvik bytecode, which is hardware-agnostic. Some are written using web technologies. For apps which are compiled into machine code or use such libraries where hardware does matter, they have to be compiled against the above ABIs. So for all intents and purposes there really aren't v9 apps in the Android Ecosystem.

Qualcomm actually removes SVE instructions from SoCs targeted for smartphones. Both Qualcomm and Mediatek license the same latest v9 cores from ARM. While Mediatek uses the cores as is (so Mediatek chips have SVE) Qualcomm removes the unnecessary stuff.

 

[gelgoog]

The Taishan cores are based on server core designs. They were first used in the Kunpeng processor series.
So you would expect them to have SVE. Not to mention that Huawei is expected to move to HarmonyOS NEXT eventually. Which will mean they can change the OS and libraries to whatever arch they want.

 

[huemens]

The Taishan cores are based on server core designs. They were first used in the Kunpeng processor series.
So you would expect them to have SVE. Not to mention that Huawei is expected to move to HarmonyOS NEXT eventually. Which will mean they can change the OS and libraries to whatever arch they want.

They never intended to add SVE to current Kunpeng chips. According to Huawei roadmap they were only supposed to add SVE starting from Kunpeng 930. There were reports of that chip being benchmarked earlier this year. But no news of when it is going into production.

 

[tphuang]

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Loongson update. They are expecting 9A1000 to complete taping out in the first half of 2025

They've started to deliver 2K3000 SoC for testing already. Uses it's own GPGPU with just 15W in power consumption.

即将推出的龙芯3C6000服务器CPU，预计可以达到10纳米工艺x86处理器的性能。

即将推出的龙芯3B6600M桌面CPU，更是有望达到7纳米工艺下x86处理器性能，也就是对标12-13代酷睿中高端型号，从而超过市面上50％以上的桌面CPU。

Their 3C6000 server CPU expect to reach 10nm x86 server performance

3B6600M desktop CPU hoping to reach 7nm and below x86 performance. Goal is 12th to 13th gen Intel CPUs

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Their 2K1000LA is used in fully domestic self developed industrial controllers.

Hualong uses Loongson CPU in domestic PLC. Which is used in domestic equipment, auto manufacturing line, new energy production line and more.

Chinese railway institute uses 2K1500 in railway signal.

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大会上，龙芯副总裁杜安利表示，基于自主指令集和CPU、国产操作系统和国产软件形成的龙芯自主工业产品及解决方案，全面涵盖工业计算机/服务器、工业控制与网络通信、工业安全等各类产品，已经在能源、交通、水利、石油石化、智能制造等多个重点行业、关键应用场景有效落地。

LS CPU and LA architecture is used in industrial controller, web communication, industrial security. In energy, communication, water resource, metro, chemical, industrial production sectors

在高铁、地铁、公路、水路交通等领域，龙芯CPU已经开展了自主化研发、试点工作，在多场景中开始应用，包括高铁车载设备、地铁ATO自动驾驶系统、公路交通ETC系统，等等。

also used in HSR, subways ATO system, road communication ETC, & waterways