Chinese semiconductor industry

[99PLAAFBalloons]

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cross posting this with science thread.

getting put on entity list did little to stop National supercomputer lab in Tianjin. The new generation exascale computer Tianhe with 200 PFLOPS of FP64 (each A100 is 19.6 TFLOPS FP64, so this is ~10000 A100) has been unveiled.

Interesting enough

They displayed the tech behind this super computer

Interesting. Tianhe-3, unofficially a 1.3 EFLOPS FP64 system, has been running since 2021 so I wonder if this just a scaled down offshoot or if there have been developments (e.g. with the Matrix accelerator cards), tweaks in architecture etc. The article itself doesn't provide much in terms of clues unfortunately

 

[european_guy]

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审查发现，美光公司产品存在较严重网络安全问题隐患，对我国关键信息基础设施供应链造成重大安全风险，影响我国国家安全。为此，网络安全审查办公室依法作出不予通过网络安全审查的结论。按照《网络安全法》等法律法规，我国内关键信息基础设施的运营者应停止采购美光公司产品。

Micron failed inspections by the Cyberspace Administration of China (CAC) and is now considered a major national security risk to Chinese basic IT infrastructure supply chains. Key information infrastructure operators in the country are required to stop acquiring Micron products in accordance with the Cybersecurity Law of the People's Republic of China. China now striking back at US sanctions...

Well this is huge.

Honestly I have no clue what could be the harm for the national security in a bare memory chip, OTH US reaction has been of a suspicious low profile when Micron has been put under observation. Just some random line on the media, and indeed quite weak. I have the impression the involved actors (Micron, China and US) know more then we know about this story.

Anyhow, apart from the technical merits, I see this as a pivotal moment. Until today China never went against a US company and although we are light years away compared to the "Huawei treatment", it creates a precedent, a very important one.

Now the ball is in the US camp. Let's see what will be the US reaction. It is of course very critical for the near future which choice US will take.

 

[Overbom]

This seems pretty weak actually. No banning of devices with micron products?

Sanctions start small and then become bigger with time.

Remember Huawei's case. The ban wasn't from 0 to 100 in a single day

Just putting it in a CII restricted purchase list, and designating it as a major national security threat is good enough for now. I fully expect that by same period next year, if the US doesn't change its sanctions policy, there will be more restrictions towards Micron and other companies. Qualcomm is another one to watch for

 

[antiterror13]

Well this is huge.

Honestly I have no clue what could be the harm for the national security in a bare memory chip, OTH US reaction has been of a suspicious low profile when Micron has been put under observation. Just some random line on the media, and indeed quite weak. I have the impression the involved actors (Micron, China and US) know more then we know about this story.

Anyhow, apart from the technical merits, I see this as a pivotal moment. Until today China never went against a US company and although we are light years away compared to the "Huawei treatment", it creates a precedent, a very important one.

Now the ball is in the US camp. Let's see what will be the US reaction. It is of course very critical for the near future which choice US will take.

China's move is very very smart ... no talk or media announcement, etc. Wait for the right moment when its industry strong enough

Interesting what Samsung and Hynix reaction would be? Interesting too whether the US could "force" Samsung and Hynix not to take market share of ex Micron in China .. yeahh right

 

[BlackWindMnt]

China's move is very very smart ... no talk or media announcement, etc. Wait for the right moment when its industry strong enough

Interesting what Samsung and Hynix reaction would be? Interesting too whether the US could "force" Samsung and Hynix not to take market share of ex Micron in China .. yeahh right

China is timing its national security cards on the right moments..
Probably the difference between poker players vs Go players.

It should be really interesting what Korea and Japan will react. If im not mistaken didn't the US earlier asked Korean and Japanese companies to not take semi conductor share of US companies in China?

 

[antiterror13]

China is timing its national security cards on the right moments..
Probably the difference between poker players vs Go players.

It should be really interesting what Korea and Japan will react. If im not mistaken didn't the US earlier asked Korean and Japanese companies to not take semi conductor share of US companies in China?

And China just started using their cards .. while the big bully has used most of the cards

 

[huemens]

Chinese EDA champion Empyrean can now "fully support" 7nm; sees 1Q23 sales growth​

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According to Empyrean, its analog tools can already partially support 5nm process, while its digital tools can fully support 7nm process

Empyrean released its financial report for the first quarter of 2023, stating that it achieved a revenue of CNY160 million (US$23 million) from January to March, representing a year-on-year growth of 64.71%. The net profit attributable to the shareholders was CNY21.1462 million, an increase of 101.71% compared to the previous year. The net profit attributable to the shareholders of the listed company after deducting non-recurring gains and losses was CNY1.7283 million, turning losses into profits.

In 2022, Empyrean achieved a revenue of CNY678 million from EDA software sales, a year-on-year increase of 39.4%. The revenue from technology development services reached CNY90 million, representing a growth of 9.6% compared to the previous year. The gross profit margin for 2022 was 90.25%, an increase of 0.89 percentage points compared to the previous year. The increased proportion of high-margin EDA software sales contributed to the continuous improvement of the overall gross profit margin.

In the EDA software sales business, the revenue from the full-process EDA tool system, digital circuit design EDA tools, and wafer manufacturing EDA tools was CNY488 million, CNY119 million, and CNY71 million, respectively, with year-on-year increases of 38.74%, 36.18%, and 50.07%. In 1Q23, the company's revenue and profits further increased, achieving a gross profit margin of 97.02%.

 

[pevade]

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That didn't take as long as I expected it take.

 

[antiterror13]

That didn't take as long as I expected it take.

China speed 24/7 3 shift

 

[PopularScience]

That didn't take as long as I expected it take.

They cooperated with Huawei.