To address its own and country biggest weakness, Huawei must advance its chip manufacturing.

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Anlsvrthng

Captain
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there is No other reliable way to replace digital technology right away. maybe Never. who knows.

Instead of relying on the very hypothetical guess work, better to address the current glaring weakness.
cost / transistor on new processor nodes:
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Equivalent-accuracy accelerated neural-network training using analogue memory

The computational energy efficiency of 28,065 billion operations per second per watt and throughput per area of 3.6 trillion operations per second per square millimetre that we calculate for our implementation exceed those of today’s graphical processing units by two orders of magnitude.
 

antiterror13

Brigadier
What China needed is the most is DRAM(dynamic RAM DDR4) technology even at 32nm process. their technology at that field is minimal.

A big difference between have and have-not. So, the current priority is to have.


If China mastered DRAM technology even at 32nm, it will be a breakthrough.

The 10, 7, and 3nm you talking about is for logic chip, China is doing better than logic chip but very little knowledge in the dynamic RAM area,.

THey are doing better at NAND flash with YMTC doing the 64 layers NAND chips. So now priority is in DRAM.

Actually there are quite few DRAM manufacturers in China and DRAM industry in China is quite advanced but of course is not as advanced as Samsung or Micron (yet)

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Anlsvrthng

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Actually there are quite few DRAM manufacturers in China and DRAM industry in China is quite advanced but of course is not as advanced as Samsung or Micron (yet)

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The DRAM manufacturing is stagnating as well.


If anyone wants to see the current sorry state of semiconductor industry then just check this table :
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Memory price:
1991: 45$/mb --> 1997 : 4.5$/mb->2001: 0.75/mb -> 2007: 0.078$/mb -> 2012 : 0.0048$/mb ->2018->0.0068$/mb


The semiconductor industry dead.
In the past 7 years they haven't managed to show $/transistor cost decrease.

Prior of 2012 there was a magnitude cost decrease in every 4-6 years. In the past 7 years nothing.

There is same watt/transistor benefit growth, but that has marginal effect on the market outside of the mobile, and that fading (ed) as well.


The whole talk about semi industry is like talk about the whales as the most important source of industrial lubricant and the base of the future economical development.
 

tidalwave

Senior Member
Registered Member
finally banning of Huawei from buying US chips!

Huawei should get involved in chip production early on. Well late than not do anything as it plans to build a small R&D fab in cambridge for optical chip, the ones that Huawei currently buying from US.

Huawei reported to open a chip plant in Cambridge

Huawei is expected to open a 400-person chip research and development factory outside Cambridge, in the heart of the UK's silicon chip industry, according to a Saturday report by the Financial Times.

Located in the village of Sawston, about 7 miles from Cambridge, the plant is built for the research and development of broadband networks chips.

The facility is due to operate by 2021 and to create up to 400 jobs by then.

The London-based newspaper concluded that Huawei's decision to make chips in Cambridge would create powerful competition for the region's semiconductor talents.

The news is yet to be confirmed by the company, but its founder Ren Zhengfei did mention during an interview with the BBC in February this year, that the company would open an optical chip plant in Britain after purchasing around 500 acres of land in the county of Cambridge, in a bid to export optical chips to other western countries without transporting chips from China.

Huawei wanted to lead the world on optical chips, and was determined to expand its investment in the United Kingdom. And the company would manufacture and sell optical chips to other western countries under the oversight of the UK government, Ren added.

China has called on western countries to resist external pressure and make the right decisions independently on whether to involve Huawei in building its 5G communication network.

Chinse Ambassador to the UK, Liu Xiaoming made the comments in his signed article published in the Sunday Telegraph newspaper, last month.

The ambassador added that "Huawei has had a good track record on security over the years."
 

tidalwave

Senior Member
Registered Member
iT IS OFFICIAL !
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It shouldn't be a surprise.

US wait for the trade deal impasse and make it official against Huawei.

Huawei buy FPGA, memory chip, optical chip, from US vendor

From now on, Huawei should strike to be a Semiconductor company like Samsung who is the most aggressive tech company out there . for long time TSMC is leading foundry for chip manufacturing but Samsung has caught up with 5nm and recently announces 3nm process ready with GAA process different than Finfet originated by TSMC covering process from 16nm all to the way to 5nm.

Huawei has to involve in chip manufacturing and process development. No more only relying on others for chip manufacturing.

It's even possible for US to get TSMC to stop manufacturing for Huawei!!
 

tidalwave

Senior Member
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Complete Ban of Intel in China market is what's really needed to send a jolt to US and take the easy way out company like Lenovo, too many Chinese companies are taking this route.

I actually like this component banning on Huawei who still so what relying on US components but it has the foundation to completely wean itself from US tech. It will take some time.
 

chlosy

Junior Member
Registered Member
Complete Ban of Intel in China market is what's really needed to send a jolt to US and take the easy way out company like Lenovo, too many Chinese companies are taking this route.

I actually like this component banning on Huawei who still so what relying on US components but it has the foundation to completely wean itself from US tech. It will take some time.

Therein is the problem... it will take some time. I hope Huawei has a good plan B in place, and proceed. I would very much love to give Sen. Cotton and his group the royal salute.
 

tidalwave

Senior Member
Registered Member
Therein is the problem... it will take some time. I hope Huawei has a good plan B in place, and proceed. I would very much love to give Sen. Cotton and his group the royal salute.

Plan B would be massive layoff. The cellphone business would continue to operate.
It's telecom equipment would be greatly affected and scale down and go into hiatus for a few years.
Work with domestic suppliers and self develop to come up with solutions.

There will be damage for sure.

If I am Xi I would let any ZTE and Huawei burn down nd then reincarnated from ashes

Don't let US use those companies as hostage for bad trade deal.
 

tidalwave

Senior Member
Registered Member
Huawei has tons of cash , just go out and buy domestic supplier gowinsemi , the most promising FPGA domestic supplier and integrate it with hisilicon and come up with desgn meet the spec. The amount resource is enough.
That should be most logical soultion.

As for optical component, Huawei has R&D design unit at Belgium and plan to build R&D fab at Cambridge england.

At least two to three years before come up with alternate solution .

Looks like Huawei is not really prepared for trade war otherwise, they would done those alteady
 
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