Huawei announcements on CloudMatrix-384 deployment across 4 major data centers. Largest data center has 432 super nodes and 160k in cards -> 129 EFLOPS in computation.
Not doubting about Chinese EUV progress. But how reliable is this guy?Sir from Motif (China military Forum)
Regarding 5nm, NOT really, because it was being produce using ASML DUVi by SMIC not an EUVL, BUT his opinion about a Chinese EUVi is spot on, what he forgot to mention is that it will be use to produced 3nm chips instead of 5nm.Not doubting about Chinese EUV progress. But how reliable is this guy?
If/when they have an EUV instrument it will also help 5 nm, and even 7 nm. EUV simplifies lots of steps, and the more steps the slower more expensive and less accurate the production process. Its benefits are not exclusive to just one node.Regarding 5nm, NOT really, because it was being produce using ASML DUVi by SMIC not an EUVL, BUT his opinion about a Chinese EUVi is spot on, what he forgot to mention is that it will be use to produced 3nm chips instead of 5nm.
Korean and TSMC factories US waiver under threat. I can see this might be a problem for the companies concerned but will it be a problem for China?
The waiver removal isn’t confirmed yet, as the Journal’s report claims Kessler’s office at the Bureau of Industry and Security hasn’t gotten full approval from the rest of the US government.
There’s pushback inside the administration. Some officials, especially in the Defense Department, believe that scrapping the waivers could actually help China, worried that if American firms leave, Chinese companies will just take over the plants, according to the Journal. But Kessler and the national security faction argue that more aggressive controls are needed to block China’s growth in key technologies.
At the same time, Samsung, TSMC, and SK Hynix have all alerted their own governments. They’re asking authorities in South Korea and Taiwan to step in and help block the waiver changes.
Their argument is simple. They need their Chinese factories to compete. Samsung’s current waiver lets its Xi’an plant make advanced chips that directly challenge China’s Yangtze Memory Technologies. Losing that ability hands the advantage to China, the very outcome the US says it’s trying to avoid.
The White House also defended the move, saying it’s not meant to increase trade tensions. Instead, it’s about aligning licensing rules with how China treats its own rare-earth material exports.
Commerce also floated a broader ban on chip equipment sales to China, though a White House official said that idea is no longer being considered.