"It starts as but a trickle, then it streams, until at the end it arrives as an unrelenting flood."
Chinese semiconductor thread II
- Thread starter vincent
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"It starts as but a trickle, then it streams, until at the end it arrives as an unrelenting flood."
Will this save NVIDIA's China share? A100 and H100 prices and rentals are already collapsing in China.
At the very least, a cheaper chip will give them a fighting chance against Huawei (and other Chinese AI chip designers now finally getting more access to SMIC.)
Perhaps.
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said.
The GPU or graphics processing unit will be part of Nvidia’s latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources.
...
Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information.
According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant.
Nvidia’s market share in China has plummeted from 95% before 2022, when US export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip.
Huang also warned that if US export curbs continue, more Chinese customers will buy Huawei’s chips.
At the very least, a cheaper chip will give them a fighting chance against Huawei (and other Chinese AI chip designers now finally getting more access to SMIC.)
Perhaps.
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said.
The GPU or graphics processing unit will be part of Nvidia’s latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources.
...
Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information.
According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant.
Nvidia’s market share in China has plummeted from 95% before 2022, when US export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip.
Huang also warned that if US export curbs continue, more Chinese customers will buy Huawei’s chips.
You know this whole AI chip thing with the astronomical prices charged by NVIDIA and sustained (mainly) by the American supported narrative of exclusivity in AI that you cannot do AI without the most fucking expensive chips?
It is going to come crashing down when China is done with it and then everyone will be able to get into it.
This too was something that was once available only to the wealthy Western countries:
It is going to come crashing down when China is done with it and then everyone will be able to get into it.
This too was something that was once available only to the wealthy Western countries:
Shanghai Hejing is promoting mass production of 12-inch 55nm CIS epitaxial wafers
According to reports, Shanghai Hejing executives said at a recent performance briefing that the company will focus on the 12-inch development trend this year and fully promote the mass production of 12-inch 55nm CIS epitaxial wafers. Currently, the Zhengzhou Hejing plant expansion project is accelerating. The plant was capped at the end of April this year, and it is expected that some production line equipment will be installed and tested at the end of the third quarter.
It is understood that the Zhengzhou Hejing project is located in the south of Gongye 4th Road and west of Huaxia Avenue in Zhengzhou Airport Economic Comprehensive Experimental Zone, Zhengzhou City, Henan Province, and is invested and constructed by Zhengzhou Hejing Silicon Materials Co., Ltd. In the second phase of Zhengzhou Hejing Silicon, 300mm silicon wafer processing equipment will be added to build a 12-inch semiconductor large silicon wafer industrialization project. After the project is completed and put into production, the company will further enhance its technical level in the fields of 12-inch crystal growth, substrate molding, and epitaxial growth, and continue to expand its sales share.
Yanhuang Guoxin, a small giant enterprise specializing in power management chips, completed a B+ round of financing of over 100 million yuan
Recently, Beijing Yanhuang Guoxin Technology Co., Ltd. (hereinafter referred to as "Yanhuang Guoxin") completed a B+ round of financing of over 100 million yuan, with this round of investment jointly led by Meihua Venture Capital and Chizhou Industrial Investment. It is reported that this round of financing will further accelerate Yanhuang Guoxin's research and development and market expansion in the field of high-reliability power management chips.
Yanhuang Guoxin was established in October 2016. It is a national-level specialized "little giant" enterprise focusing on power management chips, headquartered in Peking University Science Park, Beijing. Its main products include linear regulators, switching regulators, motor drives, power devices, integrated power modules, etc., which are widely used in aerospace, automotive electronics, new energy, industry, power grid, 5G, IoT and other markets.
As one of the few domestic manufacturers that master the core technology of radiation-resistant reinforcement, Yanhuang Guoxin has successfully shortened the development cycle of aerospace-grade DC/DC chips to 6-8 months through the "iron triangle" system of circuit design-layout optimization-process control built by the company, and the cost has been greatly reduced compared with imported products. The company's original "triple protection shield" technology - the total radiation dose (TID) has reached the international leading level, the electrostatic protection (ESD) has exceeded the 8000V threshold, and the ultra-low noise LDO precision has entered the sub-microampere level, which is effectively supporting the "space garden" of Chinese satellites and the "nerve center" of nuclear power units to realize the dream of independent and controllable "Chinese core". This is due to the deep industrialization experience of the company's core team, including the chief scientist of the National (973), the winner of the first prize of the Ministry of Education's Science and Technology Progress Award, the specially appointed expert of the State Council, and senior engineers from Peking University, Tsinghua University, the Chinese Academy of Sciences, the University of Electronic Science and Technology of China, TI, ADI and other international giants.
Thats exactly what I like about Chinese way of doing things. 1-2% to before you know it, 25-35%+ market share with better technology. Every single time! There was a news that YMTC is getting involved into DRAM, wonder where they are at now. Also another company into DRAM was Xian UniIC which is like a shadow for some reason.
there is another very important Chinese player in DRAM sector ''Fujian Jinhua''. they are at DDR4 and selling it on discount.
What in esoteric chemistry is this? When I Google Polytelluroxane, there are fewer than 10 entries, some of them in German.
Some long chain polymer to be used in the chemical formulation of their photoresist, looks like has good properties for EUV lithography.
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