Chinese semiconductor thread II

[PopularScience]

 

[swcc]

Yeah, so 120MTr/mm2, 32nm M0, 38nm M2, same size as 9020 but added a whole cpu core, just (126.9-120)/126.9=~5.43% less than Samsung's 5nm 5LPE meanwhile Intel 4 is a 4nm with 123.4MTr/mm2 but techinsights call SMIC N+3 that made the 9030 pro have stellar cpu gpu and thermal performance not a real 5nm and much behind Samsung's 5nm, okay okay

 

[swcc]

Addendum: This means the proclaimed TSMC guy on Weibo who has an essay saying it's 113MTr/mm2 and he's viewed the SMIC N+3 report, also have a twitter account with the same exact handle(taog_1575) ferociously saying its 113

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, claiming he's saw the Techinsights tear down report on TSMC N5, Samsung 5LPE and Samsung's 3GAP on Exynos 2500 is wrong

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, also Jukan saying it's just 110MTr/mm2

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, need a full 9% to go to 120MTr/mm2 btw, again in a later post(

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) are wrong, Now SMIC just need another 14% denser to equal Samsung's 4nm node

 

[swcc]

Yeah, so 120MTr/mm2, 32nm M0, 38nm M2, same size as 9020 but added a whole cpu core, just (126.9-120)/126.9=~5.43% less than Samsung's 5nm 5LPE meanwhile Intel 4 is a 4nm with 123.4MTr/mm2 but techinsights call SMIC N+3 that made the 9030 pro have stellar cpu gpu and thermal performance not a real 5nm and much behind Samsung's 5nm, okay okay

I mixed up the M0 and fin pitch, more like
Yeah, so 120MTr/mm2, 30nm M0, 32nm fin pitch 38nm M2, same size as 9020 but added a whole cpu core, just (126.9-120)/126.9=~5.43% less than Samsung's 5nm 5LPE meanwhile Intel 4 is a 4nm with 123.4MTr/mm2 but techinsights call SMIC N+3 that made the 9030 pro have stellar cpu gpu and thermal performance and beat the snapdragon 8 gen 3(released 24 October 2023) using TSMC's 4nm node(a full 20% denser(143.7MTr/mm20than SMIC N+3 btw) is not a real 5nm and much behind Samsung's 5nm, okay okay

 

[huemens]

China boosts AI chip output by upgrading older ASML machines​

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China’s semiconductor manufacturers are upgrading their advanced chipmaking equipment in ways that bypass global export controls
According to people familiar with the matter, Chinese fabrication plants producing advanced smartphone and AI chips have bolstered the performance of advanced deep ultraviolet lithography (DUV) machines made by Netherlands-based ASML.

According to those familiar with the techniques, Chinese fabs have obtained components on the secondary market. This includes an upgraded “stage”, a mechanical platform for the silicon wafer, as well as lenses and sensors that help ensure that chip layers are aligned with greater precision.
These improvements to ASML’s DUVs have enabled Chinese fabs to bolster their AI chip production.
China’s chipmakers Semiconductor Manufacturing International Corporation (SMIC) and Huawei are among those known to be using older ASML machines to build seven-nanometre production lines — although it is unclear if they have secured further component upgrades.

The US has sought to apply curbs to stop China accessing cutting-edge chips, while pressuring governments in the Netherlands, South Korea and Japan to also tighten their sales controls. The American-led effort is designed to push companies across the global semiconductor supply chain to curtail business with Chinese customers.
Under this regulatory regime, ASML is allowed to provide engineering support for Chinese customers to service their existing equipment.
But the Dutch company is restricted from servicing upgrades to the “overlay”, or positioning accuracy of the DUV machines, or from making changes that improve the “throughput” — or speed — of the machines beyond 1 per cent.
Multiple people familiar with the arrangements said local fabs sourced components overseas and ship them to China. They said that third-party companies provided on-site engineering to upgrade existing DUV machines.
ASML said it “fully complies with all applicable laws and regulations . . . The company operates strictly within these legal frameworks and does not support system upgrades that allow customers to improve performance levels beyond what is permitted by law.”

 

[olalavn]

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They're posting news from 2023-2024 again to deceive the anti-China "sheep"... they're investigating information about Huawei's chip supply chain... good luck to them.

 

[huemens]

US launches review of advanced Nvidia AI chip sales to China, sources say​

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U.S. President Donald Trump's administration has launched a review that could result in the first shipments to China of Nvidia's second-most powerful AI chips, five sources said, making good on his pledge to allow the controversial sales.

The U.S. Commerce Department, which oversees export policy, has sent license applications for the chip sales to the State, Energy and Defense Departments for review, the sources said on condition of anonymity because the process is not public.
Those agencies have 30 days to weigh in, according to export regulations.

One of the sources, an administration official, emphasized the review would be thorough and "not some perfunctory box we are checking."
But under the regulations, the final decision rests with Trump.

 

[tphuang]

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深圳平湖实验室 announces its 650V GaN E-HEMT product has reached international leading position designed for Data center power, industrial robot and auto OBC.

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Based on everything I read, there is some pretty good demand for H200 in China.

 

[tphuang]

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This literally makes no sense. They already got all the 2050i they needed at the SMSC fab. Is it surprising that they would want secondary parts for maintenance and replacement for all the ASML scanners they got? lol

They want to be able to maintain those machines if ASML gets cut off. This is just logical.

 

[Michael90]

reached

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深圳平湖实验室 announces its 650V GaN E-HEMT product has reached international leading position designed for Data center power, industrial robot and auto OBC.


Based on everything I read, there is some pretty good demand for H200 in China.

Yeah Chinese companies needs them, until Chinese chips catch up and match them in future (which I believe will happen sonner or later )