Chinese semiconductor thread II

[latenlazy]

Is basically to run simulations of supply chains, maybe machine learning driven?

In a sense yeah. Basically trying to model how much support and production of key inputs (number of patents, research output, number of enterprises, amount and distribution of financing) is needed before you have self sustaining development. What you need to get to a place where the market will continue the flywheel for you.

 

[tokenanalyst]

Statements from Semiconductor Industry Association:​

In other words:​

 

[SDtom]

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).

It seems like Hygon and Zhaoxin are like those un-innovative deadbeat ICE car ventures between Chinese and foreign companies.

China needs a BYD for the chinese CPU sector.

 

[sunnymaxi]

It seems like Hygon and Zhaoxin are like those un-innovative deadbeat ICE car ventures between Chinese and foreign companies.

China needs a BYD for the chinese CPU sector.

please read before comment.

its Loongson and Phytium, they are actually the leading players in mainland, China for CPUs. Hygon doing well too but Zhaoxin stuck in low end.

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..