Chinese semiconductor thread II

FairAndUnbiased

Brigadier
Registered Member
As always, shows how much the Central as well as the local government support the key industry needed to proliferate. Exact same thing happened before with Solar and EV industry. We can expect the Chinese Semiconductor industry to come out of nowhere and start dominating in 5 years time in the leading edge too! (exact playbook of EV domination)

I know the STMicro and NXP is having a hard time right now because of this. But same thing should be happening to TI and Broadcom. It's insane how much revenue is going towards Broadcom right now because of the AI boom. The Chinese equivalent to Broadcom should tap into this (not sure if there are equipment restrictions in that area or not).

Companies like TI and Broadcom always intrigued me because I have no idea what kind of Chips (I know it's mostly analog) they fabricate, where they fabricate and what kind of equipment is required for the fabrication of those kind of chips. We are too busy with IC, NAND & DRAM haha
There's alot that goes on in a computer. Power conditioning, signal processing, i/o, etc. Each requires an ASIC to connect the CPU with the correct input. There's also microprocessors for IOT applications where you don't need the expense and performance of a full cpu for machinery, sensors, etc.
 

Wahid145

Junior Member
Registered Member
There's alot that goes on in a computer. Power conditioning, signal processing, i/o, etc. Each requires an ASIC to connect the CPU with the correct input. There's also microprocessors for IOT applications where you don't need the expense and performance of a full cpu for machinery, sensors, etc.
Is there a reason why Chinese companies are not fast out performing them? (and leading them to lower revenue in the process, just like Ford, GM vs BYD, Wuling for example).
Perhaps that could be one of the reason why Chinese Computer Chip manufacturers are not on per with Intel AMD after all these years. Hygon, Zhaoxin, are still far away from leading edge (even at similar process node) for some reason.

Next big push from China should be computing power (SoC), UniSOC, Loongson, Hygon, Zhaoxin, Allwinner, Rockchip etc. Didn't mention HiSilicon because it's already at the leading edge even with restrictions at process node
 

FairAndUnbiased

Brigadier
Registered Member
Is there a reason why Chinese companies are not fast out performing them? (and leading them to lower revenue in the process, just like Ford, GM vs BYD, Wuling for example).
Perhaps that could be one of the reason why Chinese Computer Chip manufacturers are not on per with Intel AMD after all these years. Hygon, Zhaoxin, are still far away from leading edge (even at similar process node) for some reason.

Next big push from China should be computing power (SoC), UniSOC, Loongson, Hygon, Zhaoxin, Allwinner, Rockchip etc. Didn't mention HiSilicon because it's already at the leading edge even with restrictions at process node
IDK about broadcom but TI uses fully depreciated equipment and their chips sell for cents. It is ironically harder for Chinese companies to compete on cost.
 

supersnoop

Major
Registered Member
Is there a reason why Chinese companies are not fast out performing them? (and leading them to lower revenue in the process, just like Ford, GM vs BYD, Wuling for example).
Perhaps that could be one of the reason why Chinese Computer Chip manufacturers are not on per with Intel AMD after all these years. Hygon, Zhaoxin, are still far away from leading edge (even at similar process node) for some reason.

Next big push from China should be computing power (SoC), UniSOC, Loongson, Hygon, Zhaoxin, Allwinner, Rockchip etc. Didn't mention HiSilicon because it's already at the leading edge even with restrictions at process node
IMO, performance is one issue, and definitely not a minor one. I believe Hygon and Zhaoxin can't even get direct access to x86 technical documents, and have to rely on sublicensing old architectures like AMD Ryzen gen 1 and Centaur/VIA. I think more importantly we also have to look at software support.
x86 is entrenched for decades without even getting into Chinese companies
To push out Intel/AMD means an actual phase out of Windows systems which is not happening soon (but is happening slowly as we move away from desktop architectures). You really have to look beyond the classic Intel/AMD desktop environment and into the next gen ecosystem. That's why we see Huawei pushing Harmony and Xiaomi active on the front as well with HyperOS.
I am not an expert by any means, but talking about Broadcom and STMicro who are making a lot of microcontrollers. I see a lot of IOT devices using ESP32 now by Espressif (based in Shanghai).
 

sunnymaxi

Major
Registered Member
IMO, performance is one issue, and definitely not a minor one. I believe Hygon and Zhaoxin can't even get direct access to x86 technical documents, and have to rely on sublicensing old architectures like AMD Ryzen gen 1 and Centaur/VIA. I think more importantly we also have to look at software support.
x86 is entrenched for decades without even getting into Chinese companies
To push out Intel/AMD means an actual phase out of Windows systems which is not happening soon (but is happening slowly as we move away from desktop architectures). You really have to look beyond the classic Intel/AMD desktop environment and into the next gen ecosystem. That's why we see Huawei pushing Harmony and Xiaomi active on the front as well with HyperOS.
I am not an expert by any means, but talking about Broadcom and STMicro who are making a lot of microcontrollers. I see a lot of IOT devices using ESP32 now by Espressif (based in Shanghai).
you guys always forget Loongson. they are the direct competitor of intel. and already on leading edge when it comes to CPU chip design.

they have their own architecture ''LoongArch''

world-leading” performance of next-gen 7nm CPU — 3B6600 rocks eight LA864 cores clocked at 3 GHz​

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Phythium is Chinese equivalent of AMD. this firm was blacklisted by USA back in 2021.. its been so long

Phytium Showcases Next-Gen CPU Architecture Performance For China's Server Markets, Strongly Competes Against AMD Zen 3 Architecture​


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i don't know why fuss about Chip design capabilities of Chinese firms.. China is been world class player in fabless industry at least since 2017-2018..
 
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