Singapore does have a semiconductor industry but just not as advance and sophisticated as South Korea or Taiwan. It also probably exports some not sensitive chipmaking equipment from some Western chipmaking manufacturers to avoid the hassle of applying for approval.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Like the article itself states Applied Materials have facilities in Singapore. Here.
Most likely those "Singaporean" imports of tools to China are US designed tools. I guess this is how Applied Materials wants to "mitigate" losses from the US sanctions.
Japanese tools should be banned in any sector that they do sell in and have Chinese competitors. Sell best or sell nothing.
What's with all the 23? 23 Categories of equipment. Announced on May 23. Becomes effective on July 23. Looks like even Digitimes wanted to highlight that. All the other newspapers just said announced on Tuesday. Digitimes put May 23 in bracket.
I think some import controls may come handy. Increasing the barriers of entry for tooling products of companies that compete directly with Chinese companies AND In accordance of the country host company export controls.
Leaving the doors open for advanced semiconductor tooling but with the caveat that once the R&D and commercialization of similar tools achieve certain development level, that door could be closed permanently.
For example Nikon and Canon have some products that overlap with SMEE, like FPD lithography, which looks like constitute a lot of revenue for Nikon.
Personally I think China frontend lithography market should be dominated by SMEE as the sole supplier in the low to medium end market frontend and ASML in the high end, should have happened long time ago.
Leaving the doors open for advanced semiconductor tooling but with the caveat that once the R&D and commercialization of similar tools achieve certain development level, that door could be closed permanently.
For example Nikon and Canon have some products that overlap with SMEE, like FPD lithography, which looks like constitute a lot of revenue for Nikon.
Personally I think China frontend lithography market should be dominated by SMEE as the sole supplier in the low to medium end market frontend and ASML in the high end, should have happened long time ago.
The number 1 thing China should do is get America to ban the export of Nvidia chips to China. That way valuable Chinese AI developers will stop wasting time with Cuda
See my post here. Ascend 910+Mindspore is already better than A100 and that's before Ascend 920 get here
#157
Just look at this thing they are building in Changsha recently
Look at this beauty with 64 Ascend-910 GPUs. As good as any A100 DGX super pod of same number of GPUs
See my post here. Ascend 910+Mindspore is already better than A100 and that's before Ascend 920 get here
#157
Just look at this thing they are building in Changsha recently
CA9900 AI clusters using Ascend-910 + Kunpeng-920 can carry thousands of Ascend-910 GPUs and generate 1024 PFLOPS FP16 (so 1 EFLOP) of computation equivalent to half a million PC's computation power
Look at this beauty with 64 Ascend-910 GPUs. As good as any A100 DGX super pod of same number of GPUs
A couple of images to think about on top of what I already posted on the AI thread about Ascend-910 + MindSpore being 10% better than A100+PyTorch.
Ascend-910+MindSpore is also 10x as reliable. Operated 25 days reliably vs just 2.8 days reliably for A100+PyTorch
The first picture shows Atlas 900 PoD A2 (supports 8000 cards) vs A100 cluster. Also the Atlas 900 PoD A3 (supports 20000 cards) is comparable to H100 cluster. So in terms of performance, I don't really see any problems here in Huawei product
Look the Atlas Cluster from Huawei can do 9B tokens/day vs just 6.8B tokens/day for A100 DGX cluster. It does GPT-175B test better.
So, if the good folks in Washington do decide to ban A800 exports from Nvidia, this might be a good thing. Keep in mind that basically all the smart city data centers in China are picking Ascend GPUs ahead of Nvidia GPUs. Even the initial version of Baidu Erniebot was trained on Atlas cluster.
Isn't the Ascend 910 a GPU announced before Huawei got sanctioned in 2019?
Not only is it very old, but Huawei probably lacks the ability to manufacture it now. If they are using it today, then it is probably legacy copies that were made for them before the ban. Which means they have limited quantities and are unable to improve the hardware. If anything, the fact that Ascend 910 is still China's best GPU proves that the sanctions succeeded in stopping Huawei in its tracks.
Not only is it very old, but Huawei probably lacks the ability to manufacture it now. If they are using it today, then it is probably legacy copies that were made for them before the ban. Which means they have limited quantities and are unable to improve the hardware. If anything, the fact that Ascend 910 is still China's best GPU proves that the sanctions succeeded in stopping Huawei in its tracks.
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