maybe to not anger trump.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Controlled competition is healthy, don't want anyone getting complacent.
Aside from geopolitical niceties, sustaining, but limiting market demand for the H20 keeps the door open with Nvidia, and moreover creates windows for monitoring and influencing Nvidia's business activities both domestically and globally.
This offers the Chinese authorities, as well as the H20 customers they regulate, more room for maneuver, among other things.
When it comes to Nvidia, the Chinese government's is the insecurity of their products:
While Nvidia has inevitably sought to such allegations, there's been enough precedent (e.g. , , ) for such shenanigans that the Chinese authorities would have to be "complete idiots" to eat up Nvidia's nonsensical denials.
There was that US senator? I think that wanted to pass a bill? to add some 'downgrading,tracking,disabling' functionality to nvidia's cards.
So yeah agreed.
I do wonder if trump has tried to offer them ASML's machines in the meantime too in the various deal negotiations
New information:
The EUV prototype machine will likely begin acceptance testing around September (possibly at the national level). The acceptance process will likely extend beyond a month.
The initial production capacity of the current EUV production line is only about 1/8-1/10 that of comparable TSMC lines. Plans aim to increase capacity to half within 1-1.5 years (this refers to throughput capacity, not yield rates). Afterward, it will enter industrial pilot production.
The current phase can be understood as equivalent to the flight testing phase in aircraft development (which typically lasts 4-6 years). This will be followed by small-scale initial production ("Block 1") before achieving true mass production
The EUV prototype machine will likely begin acceptance testing around September (possibly at the national level). The acceptance process will likely extend beyond a month.
The initial production capacity of the current EUV production line is only about 1/8-1/10 that of comparable TSMC lines. Plans aim to increase capacity to half within 1-1.5 years (this refers to throughput capacity, not yield rates). Afterward, it will enter industrial pilot production.
The current phase can be understood as equivalent to the flight testing phase in aircraft development (which typically lasts 4-6 years). This will be followed by small-scale initial production ("Block 1") before achieving true mass production
AssassinsMace
Lieutenant General
I'm still waiting for Huawei to run out of 7nm chips the US said China could only make in limited numbers for their last smartphone after they said couldn't happen in the first place and now are on their next one.
Can you give the source of information?
Is there any reason beside domestic chips is not as advanced as NVIDIA chips yet? I believe Alibaba and ByteDance or Deepseek would love buy a domestic alternarive if they are as good as NVIDIA, not to mention CUDA is basically what run AI nowadays.
For obvious reasons, competitors to Huawei will never want to buy Huawei products.