Chinese semiconductor thread II

sunnymaxi

sunnymaxi

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Overbom said:
It's for AI-customers. Also expected that Intel will soon follow, which would mean that except SMIC, that would be a complete world-wide ban against providing chips to AI Chinese customers

Predicted that Alibaba would be hardest hit

IMO the game theory calculation needs to be seriously looked at

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Chinese Ai firms will suffer no doubt on this.. but the bigger picture is, it will be death sentence for Samsung as they already struggling. planning to cut off 50% of its facilities by the end of the year.

looks like in 2030's we will have only two chip giants remains. TSMC/SMIC... SS will be distant 3rd or could be lower.
 
tphuang

tphuang

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Overbom said:
It's for AI-customers. Also expected that Intel will soon follow, which would mean that except SMIC, that would be a complete world-wide ban against providing chips to AI Chinese customers

Predicted that Alibaba would be hardest hit

IMO the game theory calculation needs to be seriously looked at

Primary source:
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Alibaba doesn't have an AI chip it was officially making. It uses H800, probably smuggled in H100. It also has been buying Ascend chips and likely other ones.

There is a few companies affected. Baidu Kunlun is probably the most well known one as well as Enflame, Tianshu. But these are not exactly bluechip chip designers. US has already entity listed the top ones.
 
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Overbom

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tphuang said:
Alibaba doesn't have an AI chip it was officially making. It uses H800, probably smuggled in H100. It also has been buying Ascend chips and likely other ones.

There is a few companies affected. Baidu Kunlun is probably the most well known one as well as Enflame, Tianshu. But these are not exactly bluechip chip designers. US has already entity listed the top ones.
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It's subsidiary, T-Head
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Fully owned by Alibaba, T-Head has made rapid progress in next-generation chip development, with its “Yitian” series reaching sub-5nm technology, as the report mentioned. The company claims that its technology supports applications across diverse fields, including AI in automotive, gaming, and scientific research.
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tphuang

tphuang

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Overbom said:
It's subsidiary, T-Head
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Yes, I know of T-head. I've posted much on them.

Yitian-710 is a server CPU. They've been developing AI chips, but I haven't heard of the how good it actually is. More likely than not, it's for inference rather than training. They are mostly reliant on Nvidia and Huawei chips for training and inference at the moment.
 
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huemens

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tphuang said:
Yes, I know of T-head. I've posted much on them.

Yitian-710 is a server CPU. They've been developing AI chips, but I haven't heard of the how good it actually is. More likely than not, it's for inference rather than training. They are mostly reliant on Nvidia and Huawei chips for training and inference at the moment.
Click to expand...

They have an AI inference chip called Hanguang 800. But that started manufacturing in 2019 on TSMC 12nm. I haven't read anything about it since then, so I am not sure if they kept iterating it to match with modern chips. At that time they said it was in production and active use across all their e-commerce platforms for things like search and recommendations, image analysis and translations.
 
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