New Energy Vehicles (NEVs) in China

tankphobia

tankphobia

Senior Member
Registered Member
tphuang said:
CDMX is not one of the most polluted city in the world actually. I've been there multiple times and pollution never bothered me. A lot of the Asian cities are worse.
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Historically, it was. Due to high altitude and lower oxygen levels, ICE cars would not burn completely, create more pollution and it would linger longer. But the government pushed a lot of policies to address this such as no drive days, mandated fuel additives and better pubic transportation. I think pollution these days is comparable to LA when it's not on fire.
 
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tonyget

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Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected.

The ADAS chip developed by Li Auto, named “Schumacher,” was co-developed with Alchip and originally planned for production using TSMC’s 5nm process. The chip was scheduled for tape-out at the end of last year, but the application was denied, and the project is now undergoing redesign, as stated in the report.

The report highlights that automotive chip manufacturers believe that, under the current trends for end-to-end large models, automotive intelligent driving chips with approximately 800 TOPs of computing power are considered industry-leading. It is estimated that excessively high computing power is unnecessary, with the focus instead placed on computing power requirements for the back-end training.

The report further points out that companies such as NVIDIA and Qualcomm offer autonomous driving solutions. However, to avoid potential supply chain issues, such as shortages or sanctions, major companies centered around intelligent driving, including NIO and XPeng Motors, are actively developing their own chips.

Alchip’s Focus on Co-Packaged Optics (CPO)

As noted by the report, supplier selection for AWS Trainium 4 has commenced. AWS is reportedly considering the use of SoIC (System on Integrated Chips) and CPO (Co-Packaged Optics) architectures for its Trainium 4 ASIC.

Notably, Alchip is developing related chip designs for AWS and has successfully completed the design finalization of a 2nm SoIC chip, which could position the company to secure next-generation chip orders from major clients, as the report indicates.

The report underscores that, from the perspective of major CSP (Cloud Service Provider) companies, CPO is expected to become a central focus for AI ASICs used in training and inference tasks. Similarly, general-purpose GPU manufacturers are increasingly focusing on silicon photonics, aligning with this emerging trend.
 
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GulfLander

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Registered Member
tonyget said:
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Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected.

The ADAS chip developed by Li Auto, named “Schumacher,” was co-developed with Alchip and originally planned for production using TSMC’s 5nm process. The chip was scheduled for tape-out at the end of last year, but the application was denied, and the project is now undergoing redesign, as stated in the report.

The report highlights that automotive chip manufacturers believe that, under the current trends for end-to-end large models, automotive intelligent driving chips with approximately 800 TOPs of computing power are considered industry-leading. It is estimated that excessively high computing power is unnecessary, with the focus instead placed on computing power requirements for the back-end training.

The report further points out that companies such as NVIDIA and Qualcomm offer autonomous driving solutions. However, to avoid potential supply chain issues, such as shortages or sanctions, major companies centered around intelligent driving, including NIO and XPeng Motors, are actively developing their own chips.

Alchip’s Focus on Co-Packaged Optics (CPO)

As noted by the report, supplier selection for AWS Trainium 4 has commenced. AWS is reportedly considering the use of SoIC (System on Integrated Chips) and CPO (Co-Packaged Optics) architectures for its Trainium 4 ASIC.

Notably, Alchip is developing related chip designs for AWS and has successfully completed the design finalization of a 2nm SoIC chip, which could position the company to secure next-generation chip orders from major clients, as the report indicates.

The report underscores that, from the perspective of major CSP (Cloud Service Provider) companies, CPO is expected to become a central focus for AI ASICs used in training and inference tasks. Similarly, general-purpose GPU manufacturers are increasingly focusing on silicon photonics, aligning with this emerging trend.
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Why is Li auto not using local one or make their own? Whats stopping them?
 
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supersnoop

Major
Registered Member
tankphobia said:
Often overlooked aspect of EVs is the pollution aspect. Mexico City was once one of the most polluted city in the world due to geography, you can't move ICE cars out of the city but you can move generation. In that sense the government has every incentive for people to purchase EVs as it will vastly reduce the amount of air pollution within cities. South Americans are a practical people, BYD delivers a good product and they will buy.
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Technically not South America, but Mexico is already quite open to Chinese cars. Chinese brands have already captured 10% of the market. I saw a review where a person was looking at a JAC or some other cheaper car. They were very happy it had a large screen, wireless charger, and Android Auto/CarPlay. I think in North America, the latter is pretty much standard now on all non EVs, but I assume in other countries it can still be optional.

tonyget said:
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Taiwan’s Alchip Adjusts Chip Design for Chinese Automakers to Meet U.S. Standards

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected.

The ADAS chip developed by Li Auto, named “Schumacher,” was co-developed with Alchip and originally planned for production using TSMC’s 5nm process. The chip was scheduled for tape-out at the end of last year, but the application was denied, and the project is now undergoing redesign, as stated in the report.

The report highlights that automotive chip manufacturers believe that, under the current trends for end-to-end large models, automotive intelligent driving chips with approximately 800 TOPs of computing power are considered industry-leading. It is estimated that excessively high computing power is unnecessary, with the focus instead placed on computing power requirements for the back-end training.

The report further points out that companies such as NVIDIA and Qualcomm offer autonomous driving solutions. However, to avoid potential supply chain issues, such as shortages or sanctions, major companies centered around intelligent driving, including NIO and XPeng Motors, are actively developing their own chips.

Alchip’s Focus on Co-Packaged Optics (CPO)

As noted by the report, supplier selection for AWS Trainium 4 has commenced. AWS is reportedly considering the use of SoIC (System on Integrated Chips) and CPO (Co-Packaged Optics) architectures for its Trainium 4 ASIC.

Notably, Alchip is developing related chip designs for AWS and has successfully completed the design finalization of a 2nm SoIC chip, which could position the company to secure next-generation chip orders from major clients, as the report indicates.

The report underscores that, from the perspective of major CSP (Cloud Service Provider) companies, CPO is expected to become a central focus for AI ASICs used in training and inference tasks. Similarly, general-purpose GPU manufacturers are increasingly focusing on silicon photonics, aligning with this emerging trend.
Click to expand...
This is confirming what I said on Monday. I think the important thing is that the Chip design is still in the hands of Li, so once an appropriate domestic process is developed, it can be used. The problem is that it might hold up development for quite some time.
 
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