Chinese semiconductor industry

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Kiet

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I always wonder whether the de-americanization drive by government and state enterprises is creating a glut in the used processor market worldwide?
Chinese Semi Manufacturers did offer many attractive deals for RAM and SSD in ASEAN countries and I can assume in many places such as India/Pakistan/Russia... places that are not "Western"
In VN, I can remember when I build a new PC just 4 months ago, I choose a not-well-know brand of RAM and an unknown brand of SSD as well. Both due to the very cheap price.
I believe they both are from China .
 

tokenanalyst

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Guelun Electronics: currently able to support advanced process nodes such as 7nm/5nm/3nm​


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According to news from Jiwei.com, recently, Gaelun Electronics said in an institutional survey that the company had previously subscribed for the partnership share of Guangzhou Zhongke Tongxin Semiconductor Technology Partnership (Limited Partnership), an investment platform of Zhongke Tongxin, and the investment target is Equity of Ruilipingxin Microelectronics (Guangzhou) Co., Ltd. Ruilipingxin provides global customers with FD-SOI planar process wafer foundry services. It takes the FD-SOI process manufacturing platform as the core, and takes the establishment and improvement of the FD-SOI full ecosystem as a vision plan to serve the leapfrog development of integrated circuits. develop.

It is reported that the company has been focusing on the independent design and development of EDA tools since its establishment. At present, the company's core key products have mastered the core EDA technology with international market competitiveness and independent controllability, and can support advanced process nodes such as 7nm/5nm/3nm. And various semiconductor process routes such as FinFET and FD-SOI have built a high technical barrier.

Gai Lun Electronics pointed out that Xingcheng Yuda is a platform-based partnership enterprise positioned to engage in special industrial investment in the direction of the EDA industry chain. The company participates in the establishment of an industrial investment platform by subscribing for the partnership share of Xingcheng Yuda. Equity investment in high-content, high-growth EDA industry chain investment targets. Up to now, Xingcheng Yuda holds a total of 13.65% of the shares of Shanghai Sierxin Technology Co., Ltd.

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tphuang

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Benchmarks of Loongson 3a5000 againt Amd Zen 1 and Ampere Altra 4core. It is "competitive" but not matching in some test.

"Zooming back up, China’s domestic chip efforts are in a bit of a funny position. Zhaoxin’s KX-6640MA and Phytium’s D2000 both suffer from poor per-core performance. The 3A5000 is better, and represents the strongest CPU effort we’ve seen from China so far. But it won’t enjoy the strong x86 or ARM software ecosystems, and a CPU’s performance doesn’t mean much if you can’t make it run your software."

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Btw, that’s a really nice article comparing 3A5000 to Zen 1. Reading through it, it’s quite apparent that Loongson have plenty of improvement left. It seems like they are doing well in IPC, but are doing more instructions for same tasks as x86 & ARM. That is to be expected given that it is more RISC than the other two, but I think there are likely room for improvement as they continue to discover how they can make the general instruction calls to be more efficient.

Also, I think it sounds like they can make branch prediction, L1, L2 & L3 cache miss work more efficiently. It’s not surprising that they still have a lot of work to do on these fronts. But as we know, 3A6000 with LA664 cores will come out this year. It will use 12nm instead of 14nm process. The instruction set should be more refined. The compilers, branch predictions, caching, IPC and clock speed should all be improving over 3A5000 and LA464 cores. The incorporation of a next gen bridging chip with GPU should also make it all more efficient.

But more importantly, software support and x86/ARM translation should continue to improve over time. Those are the factors that will affect its wider adoption.

This article also confirms why Hygon has been doing so well in domestic procurement. By being based on Zen 1, it would have higher performance than 3A5000 and other domestic CPUs like D2000 and Zhaoxin chips. Since, we know from this lookup that 3A5000 is better than those CPUs, but inferior to Zen 1. It would be interesting to see if 3A6000 actually turns out to be between Zen 2 and 3 in performance (as Loongson promised).

Going forward, 6000 series CPUs (especially server version) will imo be widely bought by Huawei cloud and data centers if they are competitive. There is not a lot of other options for Huawei, since anyone that works with Huawei will get put on entity list.
 

tphuang

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The latest 1980i version,is 1980Ei with 295wph. In the second half of this year,ASML is expected to release 1980Fi with 330wph


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Yes, that's what I'm saying. The wpm on 1980Fi will be 20% higher than 1980Di. It's over two times that of 1950i. so if we have a situation where ASML is not permitted to sell 1980 series to China, it's going to just simply be uncompetitive in the Chinese market. I'd imagine the first generation Arfi scanner from SMEE has to be doing higher than 150 wph. It probably aims for over 250 wph.
 

tphuang

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I found this to be extremely hard to believe. Somehow, the same Huawei is going to collapse post (word by word) was posted by many Chinese social media account at the same time. Looks like certain malignant force is running a hit job on Huawei in China. I guess this is also happening to YMTC at the same time. So, I would caution everyone to be very careful with what they are reading and not overreact to any sensational rumor or article.

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MortyandRick

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I found this to be extremely hard to believe. Somehow, the same Huawei is going to collapse post (word by word) was posted by many Chinese social media account at the same time. Looks like certain malignant force is running a hit job on Huawei in China. I guess this is also happening to YMTC at the same time. So, I would caution everyone to be very careful with what they are reading and not overreact to any sensational rumor or article.

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Lol
I do wonder why weibao let's these accounts still exist. If it was twitter they would have been banned long time ago, in the name if fighting disinformation.
 

olalavn

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I found this to be extremely hard to believe. Somehow, the same Huawei is going to collapse post (word by word) was posted by many Chinese social media account at the same time. Looks like certain malignant force is running a hit job on Huawei in China. I guess this is also happening to YMTC at the same time. So, I would caution everyone to be very careful with what they are reading and not overreact to any sensational rumor or article.

View attachment 106313
1450 ???
 
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