Got a source for that?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
The best info to answer your question is probably from a user called @nativechicken
Use the search function and search up his name, then go to his posts on the Semiconductor II section.
Whilst there is no way to confirm whether his info is 100% accurate, he seems to know what he is talking about.
I'm sure there are people here and on other platforms such as X who know a lot about EUV in China but won't share anything under the covers for various reasons.
His posts were recent (around August time) so I doubt anything has changed since then. Although if anyone does know anything about his information then I would love to know.
Interesting, the Chairman of CSIA has call out to weed out basically NVIDIA (US chips) from China AI ecosystem, the issue is that this guy is not an standard politician or some random social media guy or some random think tanker, this is a man who know his stuff, I think he knows the ecosystem probably better than most Chinese politicians. He seems pretty confident that China could come with solutions that could overcome the current stalemate with NVIDIA GPUs, especially if US clownish politicians are making it easier to do so.
Wei Shaojun: China should abandon the use of Nvidia GPUs for AI development
Wei Shaojun, chairman of the Integrated Circuit Design Branch of the China Semiconductor Industry Association and professor at Tsinghua University, said at an industry forum held in Singapore recently that Asian countries, including China, should abandon the use of Nvidia GPUs for artificial intelligence development to reduce their dependence on Nvidia. He warned that Asian companies are particularly likely to be subject to American technology (Export Controls).
“Unfortunately, we in Asia, including China, are following the US’s lead in developing AI algorithms and large models (using Nvidia’s GPUs),” said Wei Shaojun, an academic who has advised officials for years. He added that continuing on this path could be “fatal” for the region.
Wei Shaojun noted that China should focus on creating a new type of chip designed for large-scale model development rather than continuing to rely on a GPU architecture originally designed to power gaming and industrial graphics, but he did not elaborate on the specific details of the new architecture.
Wei Shaojun also added that although China has been under US sanctions for many years, it remains strong in building its own chip industry and has sufficient funds to do so.
CAS makes prototypes. Proof of concept prototypes. It is an academic institution. They do not make production machines of the kind you need for mass production. As for SMEE something messed up seems to have happened with them. The front end and back end lithography businesses seem to have split and there is talk of employees being poached by SiCarrier and others. None of this bodes well for them. But it was probably necessary because they weren't delivering.
its complicated.
SMEE has also JV with SiCarrier.. so much happening behind the door.
Huawei poached some of talent from SMEE but it has already stopped long back. also number of employees keep on rise from past few years. but SMEE is completely went silent. aside from SSA800i prototypes is in evaluation we don't have much information. its top top secret. we can only wait
The US semiconductor sanctions started 5 years ago and still nothing. That is why I am way more skeptical on the lithography than you guys. But I think the entry of more companies into lithography will speed things up.
What I suspect has happened is they figured out a way to make their own parts and consumables for imported lithography machines and are even upgrading them by themselves.
What I suspect has happened is they figured out a way to make their own parts and consumables for imported lithography machines and are even upgrading them by themselves.
Why would you expect *more* disclosure of information after the bans rather than the opposite?
yes. but you also know, Chinese rarely announce anything officially. since US sanctions we also stopped giving fastest supercomputers list. last we did announce in 2020 i think..
There are actually more companies in Lithography if we count both DUV and EUV.. SMEE is only responsible for project 02 aka DUV..
before we had little information but during 2022-2023 havok revealed much information about SSA800i prototypes. he also revealed suppliers list.. you also liked all his screenshots on this thread.
I feel like he's trying to say that even with much less disclosure, information still slips out every now and then. So the fact that we've heard very little means there isn't much actual progress in regards to domestic lithography development. Not sure if I agree.