Chinese semiconductor thread II
- Thread starter vincent
- Start date
It can be mitigated with design. Failed processing cores in the highly regular AI chip can be laser cut out.
With proper binning schemes a lot of the chips can be salvaged and sold as lower performing cheaper versions.
totally false information and you are literally posting 4 months old information. come on man
we have already discuss this in details if you really did read all pages of this thread you wouldn't post this article.
in October, Huawei released new Ai chip Ascend 910C fabbed on SMIC N+3 7++nm process.
you are saying the new AI ban by US is total shit and have no effect. Well maybe , hope you are right.
I love your total optimism.
It has an effect. SMIC has limited capacity right now and won't be able to supply every Chinese AI fabless company in the immediate future. Companies like Huawei who started the migration process earlier will be supplied first. It also takes time to redesign and tapeout a chip. So the affected companies, much like Huawei, will have to go through a process of changing their design to fit SMIC's design rules. And this could take a year or two.
Look at what happened with Biren for example.
If these Chinese companies haven't already seen the writing on the wall, then i don't know what else will convince them.. lol. I guess they are waiting until the last minute when they are explicitly banned by the US from buying such products before they will switch to local solutions since they will have no choice then.
it definitely has effects but the reality is many Ai firms will be switch to SMIC. but they have to redesign their chips for SMIC process. it will take 1+ year. SMIC desperately need to increase the capacity. right now they cannot support all Ai firms.
Of course have some effects but at Huawei and SMIC overcome difficulties these effects will languish over time and will make the domestic semiconductor industry stronger, this "AI ban" is making the domestic semiconductor supply chain stronger, first immersion lithography, also looks like EUV lithography toolchain and once that is conquer, I don't think even tariff will stop China.
ha, funny that you mentioned these guys.
They just got a major deal with Infinigence that is now in production. thousands card cluster.
They also have a new BR110 inference card that is apparently quite low powered according to them.
Both BR106 and BR110 is now being used in Infini-AI cloud
if you look at their product description, very limited info
except that BR106B is 300W and BR106C is 150W
Consider that BR100 was 550W and BR104 was 300W. It's likely that BR106B has around the same computation power as BR104 (since both are designed on 7nm process). It did probably take them a year to get things taped out and start production at SMIC.
So, it's not the end for Chinese chip designers. They just got to start working with SMIC more aggressively.