Chinese semiconductor industry

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pmc

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2. Russia has no civilian electronics sector with a small but educated population. But it does have a military sector that consumes far fewer chips, but is still a large absolute amount of demand. Thus Russia requires a small semiconductor sector in limited sectors (power, analog/mixed signal, maybe some equipment and chemicals), has only sufficient demand and expertise to handle these limited sectors, and buys the rest.
I dont see any shortage of people in this field. if they had shortage of people they wouldnt invest in this field. This by itself illogical statement. It is like Russia entering Textile business and not knowing there are no people who want to work in this field.
when Russia says it is going to build 1000 Civil airliners and 800 choppers. it gives you hint to what extent they going to built. They have imposed on all the schools and government offices domestic software. Middleast has huge funds $6T of soverign wealth funds and international cities to get the best experts at one place for collaboration and have that direct air traffic to most cities in Europa.

Sergei Gruzdev, General Director of Aladdin R.D.
CNews: How do you see the future of the Russian IT industry?

Sergei Gruzdev:
Of course, it will be difficult, but we survived before, and we will survive now. Unfortunately, in recent years, many Russian companies have been imitating import substitution.

I repeat once again: we can live with what we have now. It is necessary to revise the supply chains and take electronics in other places. Focusing only on China is dangerous - large
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companies do not want to fall under secondary sanctions and refuse to supply, while small ones are focused on the domestic market and must meet quotas.
 

AndrewS

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I mean Russian didnot care about market size when they made 200 Superjet in past. and they surely not care when they make 1000 more Civilian jets. so why you think they care about money in semiconductor field?. that contradict your original point of market size.

Russia can't use 1000 Superjets and no one outside Russia really wants them.

If you have to subsidise every industrial field and they never become competitive, can you see the problem?
You just have losses that go on forever.

China's strategy is generally to subsidise first, then when the companies become competitive, the subsidies stop.
That applies to both commercial airliners and semiconductors.
 

pmc

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Russia can't use 1000 Superjets and no one outside Russia really wants them.

If you have to subsidise every industrial field and they never become competitive, can you see the problem?
You just have losses that go on forever.

China's strategy is generally to subsidise first, then when the companies become competitive, the subsidies stop.
That applies to both commercial airliners and semiconductors.
that 1000 number include all kind of Jets with many factories to ensure redundancy in the system and not rely on one jet. thats the reason there is more powerfull engine and longer range for SSJ-R so it can take routes incase other jet has problem and need to be grounded.
West has Boeing and Airbus with multiple factories and atleast two engine options.
why would there be losses when production is scaled up?. you are tellling me that Japan/Korea/France that has trade and energy deficit can maintain Semiconductor Fabs but country that has always been in Trade and energy surplus with Boat load of money from Middleast ready anytime cannot maintain few Fabs?.
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xypher

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VIA got the license because of legacy licenses from the IPs they held with Centaur and Cyrix. Even then Intel argued it wasn't valid anymore and Intel only lost the case because back then VIA got lucky as Intel was being sued for anti-trust for unlawful behavior against AMD after a pretty big scandal. "the FTC extended the Via license agreement with Intel for a total of 15 years, it now ends on April 7, 2018. Via now has clear sailing until the patents in question are expired, a huge win for the boys in Austin."

So it wasn't even until last year. The license ended almost 4 years ago. Which means any new patents, any new instructions, Intel developed since then, VIA don't have a license for them.
I know that they "inherited" x86 licenses through buying Cyrix and Centaur. I was not talking about getting new instructions and other tech from Intel, I was talking about the ability and knowledge to produce x86 CPUs. Considering that KX-6xxx entered mass production in 2019-2020, those are still valid. Obviously, I would not be talking about the ability to receive updates from Intel considering that we are talking about potential chip design sanctions there. Plus x86 license was shared with THATIC when AMD established a JV with the latter (those Zen 1 copies), so it is not the only source for China.
Man. Did you even read the article you linked to?

"Attention: we are testing an engineering processor with a partially disabled cache, the production sample should have better results."

And like I said Elbrus2K is optimized for technical computing. Look at the MP MFLOPS or HPL GFLOPS numbers. It blows the other processors out of the water in that. The HPL test is basically similar to the test used to make the TOP500 supercomputer index. Of course it won't do well in branch heavy, or, multi-threaded code. The architecture isn't made for that. That is what processors like the Baikal S are for.
Those are the only publicly available results. So you are saying that with the full cache its single-thread performance would skyrocket 2-2.5x times? I find it doubtful, the disparity is too big.

What other processors does Elbrus blow away in HPL? It is only compared to i7-2600 and older Elbruses there. You are also saying "look at HPL GFLOPS" there but then say that the results are BS, lol. Even if we go by MCST's claim of 750 GFlops on double-precision load and assume that they meant on HPL, then again it is on the
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, not EPYC 7643.
It is basically a slower clocked slightly hotter 48 core with like 85% the performance of a similar Kunpeng 920.
More than enough for a bank. Not too bad considering Baikal S was made on 16nm process and Kungpeng 920 was on 7nm.
This is again what is claimed by Baikal itself, not a real test. Plus it uses ARM cores, meaning that it is as good as dead under chip design sanctions. Like HiSilicon Kirin and Kunpeng are basically gone for now, and mostly live off the stock.
You know, there are other VLIW architectures than Itanium. Philips used to have the TriMedia processor for example. It was pretty popular back in the day to encode and decode video at a time other CPUs couldn't do it at any appreciable speed.
Itanium was just an example, the point is that there is no domination of VLIW-based processors in parallel computing meaning that being more efficient in theory does not necessarily translate to practice because writing such a compiler is very hard.
The MIC uses CPUs for technical compute. They do not run SQL databases and Java servers on weapons systems.
We are talking about real-time or as close to it as possible complex computations of trajectories, signal processing, neural networks, and crap like that.
I never disputed that usage of older Elbruses paired with additional co-processors is a viable thing for military applications. Moreover, Russia can be self-sufficient for MIC chips because they use older tech nodes. We are talking about the broad case of chip design denial - simply having indigenous chips for MIC is not enough in that case because unless you want your economy to go into a dumpster, you absolutely need more powerful CPUs for customer, corporate, and HPC markets. There, the application of co-processors is limited to the stuff you've mentioned - NN acceleration and the like.
t is like this. There are catalogs of chips. Yet it seems like there is nothing on commercial systems or system offers which uses them. The government funded the development. The architecture was originally designed for the MIC. So, what do you think. Do you think they just design CPUs, and compilers, and make a test batch with one wafer. And call it quits? Because you know what. The weapon systems only use the 90nm processors made in Russia. They don't use this 28nm or 16nm stuff. So where is it being used? Wafers are typically ordered in thousands minimum at a foundry. Each wafer can fit at least a dozen CPU dies in it. Just use your brain a bit.
Originally designed for MIC but later it was "reconfigured" as a broad import substitution solution. They were supposed to be used in commercial systems -
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and they were already working on the Elbrus 16C-based servers. Elbrus 2Cs were used in MCST-Kraftway KM-4 monoblock PCs for office work, etc. So no, they ARE being used - you just don't hear about those systems much because all of the Elbrus parties were rather tiny.
It blows the PowerPC processor used in the US F-35 flight computer out of the water. That is enough for the MIC.
The Su-57 flight computer has boards with two Elbrus-2SM chips and like 4 DSPs chips in it.

And it is quite useful for FP compute. The internet cloud sector and web services were never the target of this.
MIC self-sufficiency is a necessary but not sufficient condition. Both China and Russia are more or less self-sufficient in MIC chips, hence the main talk was about the other markets. The modern economy needs computing power and a lot of it. There China simply has a lot more options - Zen 1 licensed copies, Zhaoxins, Loongson, manycore SWs, etc. - for a variety of markets (MIC, HPC, consumer), instead of a single Elbrus. Hence it is fair to say that it is better positioned to withstand pressure.
So you are telling me the Russian MIC should be buying Zhaoxins fabbed at TSMC? Yeah that would work. Not.
Like I said. Russia has Baikal S for crap like that. And there are people working on RISC-V in Russia too.
You seem to be obsessed with x86 compatibility for whatever reason. I mean even Apple doesn't care about it.
The MIC write their own software for the weapon systems. They don't use other people's.
I was not even talking about MIC, you switched to it yourself. MIC stuff is primarily the older Elbruses, they don't use even 8Cs there. As I've said, MIC is a necessary but not sufficient condition when it comes down to indigenous chips.
Is there any doubt the real reason Huawei got banned was competition to Apple and Qualcomm? It was only when Huawei got competitive in the smartphone market that they came up with the BS they had to kill it because of security issues in every single system they made.
Of course not, it was obvious from the start. It is just funny how Americans start whining and using administrative apparatus the moment they get outcompeted - the same shit happened with Japan in the 80s when the latter got cucked by Plaza Accord because Muricans were lagging behind.

TL;DR: If you were talking strictly about MIC chips, then sorry - I misunderstood you and you are correct about Russia's self-sufficiency in that. However, in other sectors, China has a lot more to work with. I think we are derailing the thread now, hope we don't get banned, lol.
 

gelgoog

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None of Russian airliner projects have a chance of succeeding outside of Russia now.
The adoption of superjet is what caused Interjet to go out of business. It will be a long time before any reputable airline outside of Russia and it's allies are willing to take a chance on another Russian airliner.
Actually it has a better chance of success outside Russia now. Or will have once they finish indigenizing it all. The main cause of issues with the Superjets at Interjet was low reliability of Sam146 engine. I think it was the exhaust mixer in the hot part of the engine. Well something in the hot part. Made by French SAFRAN. And they refused to fix it or cannot fix it. They make more money fixing broken engines I guess. Between that and own ineptness of Sukhoi/Powerjets in keeping a proper spare engine supply and providing support it was the cause of the problems. Russia is going to replace the Sam146 with the PD-8 engine. And it is going to use a Russian hot section which does not have those issues.

Russia can't use 1000 Superjets and no one outside Russia really wants them.

If you have to subsidise every industrial field and they never become competitive, can you see the problem?
You just have losses that go on forever.

China's strategy is generally to subsidise first, then when the companies become competitive, the subsidies stop.
That applies to both commercial airliners and semiconductors.
You don't get it. Aviation is a strategic transportation sector for Russia much like high-speed rail was for China. It does not need to make financial sense. Not when the alternative is 90kph trains over the longest country on Earth. And the impacts of having a vibrant civilian air transportation sector are significant in terms of the results it has on the core economy of the MIC.

x86 license was shared with THATIC when AMD established a JV with the latter (those Zen 1 copies), so it is not the only source for China.
THATIC is gone. US government forced AMD to stop all cooperation. What you got is what you got.

What other processors does Elbrus blow away in HPL? It is only compared to i7-2600 and older Elbruses there. You are also saying "look at HPL GFLOPS" there but then say that the results are BS, lol. Even if we go by MCST's claim of 750 GFlops on double-precision load and assume that they meant on HPL, then again it is on the
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, not EPYC 7643.
Just examine the results. You don't know what BLAS is I see. It is a maths library for linear algebra. You know what, it can be compiled linked to a hand tuned lower level library specific to the CPU, provided by the vendor, which is what they did with Intel MKL in that i7 score you have there, or you can use the stock ANSI C implementation of the base library which is the default. Which has no proper architecture specific optimizations at all and is generated by the compiler. Which is what that guy did in the Elbrus score. Apples and oranges.

This is again what is claimed by Baikal itself, not a real test. Plus it uses ARM cores, meaning that it is as good as dead under chip design sanctions. Like HiSilicon Kirin and Kunpeng are basically gone for now, and mostly live off the stock.
I know. I was just saying that the idea the Russian chip design industry is somehow hopelessly behind the Chinese one, is kinda BS, especially when you consider the huge, huge, difference in size of both. Russia has plenty of variety. Or did when they could use foreign foundries.

simply having indigenous chips for MIC is not enough in that case because unless you want your economy to go into a dumpster, you absolutely need more powerful CPUs for customer, corporate, and HPC markets. There, the application of co-processors is limited to the stuff you've mentioned - NN acceleration and the like.
Sure. It would be nice to have. Want to duplicate the entire Western semi tools, materials, etc, semiconductor sector? With luck it might only take a trillion dollars and two decades. By which time the West will have something better. China has enough economic heft to do it, Russia doesn't. Until Russia has access to more modern fabs, they will just get chips in the gray market, that is also a thing.

Originally designed for MIC but later it was "reconfigured" as a broad import substitution solution. They were supposed to be used in commercial systems - Elbrus 8C servers by Sitronics and they were already working on the Elbrus 16C-based servers. Elbrus 2Cs were used in MCST-Kraftway KM-4 monoblock PCs for office work, etc. So no, they ARE being used - you just don't hear about those systems much because all of the Elbrus parties were rather tiny.
I know they are being used. I have seen videos of them using Elbrus-8C as a controller in industrial robots made in Russia even. It is just none of those applications explains where the missing chips are. The numbers don't match. And it has been a secret hidden in plain sight that the Russian government does not publish TOP500 scores. They did it at one point, I think, it was like two decades ago. First time a Russian system showed up in TOP500. It was a supercomputer at some university. The system builder got sanctioned by the US. It was before all this crap. Ever since that little episode the Russian government does not publish TOP500 scores. So. Where are the Chinese exascale machines? If they aren't in the TOP500 list of course they must not be real.

I suppose this must just be a product that exists as a filler for the catalog too then.
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The modern economy needs computing power and a lot of it. There China simply has a lot more options - Zen 1 licensed copies, Zhaoxins, Loongson, manycore SWs, etc. - for a variety of markets (MIC, HPC, consumer), instead of a single Elbrus. Hence it is fair to say that it is better positioned to withstand pressure.
China is better positioned than Russia because it has a way more mature semi industry. Simple as that. Which was not what the guy in the article was talking about. He was talking architecture and ISA. That Zen 1 licensed copy was made at TSMC. Remember? And that's gone too. I can purchase 2nd hand chips on the gray market today more cheaply than bothering fabbing a chip like that.
And it is not just Elbrus2K. Russia has its own MIPS32/64 and SPARC64 designs. The patents on either ISA are totally gone. The cores were designed in Russia. So Russia can modify the sources, unlike what AMD provided to Hygon, which is a black box. And like I said they also have people working on RISC-V. Syntacore design chip cores which are being used for industrial microcontrollers and the like. But if you look at their later designs they are getting more complicated. The Russian industry has been financing them to work on larger more complex core designs for servers. Remains to be seen where they will be made if they design is done however.
 

AndrewS

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You don't get it. Aviation is a strategic transportation sector for Russia much like high-speed rail was for China. It does not need to make financial sense. Not when the alternative is 90kph trains over the longest country on Earth. And the impacts of having a vibrant civilian air transportation sector are significant in terms of the results it has on the core economy of the MIC.

For China, high-speed rail does actually make economic sense as the rail stations are where new cities will be built.
The increase in land values and future cashflows will likely more than pay for this.

Note that Sukhoi Superjets only have a range of 4500km, whereas distances in Russia can be a lot further.

Plus I wouldn't say Russia has a vibrant civilian air transportation sector, even before Ukraine and the pandemic.
Because of the low population density and the modest overall population, Russia only accounts for 3% of global aircraft.
It means Russia can only sustain production of <10 Superjets per year, when they need to be producing 3x more in order to breakeven
It also means that Russia has a large number of air routes which are monopolised by a single airline.

Granted, the Superjet could be justified on strategic grounds as it helps unify the Russian nation. But would improved road and rail infrastructure be a better option, given that most of the population lives in European Russia within 600km of Moscow?
A standard 160km/h passenger train could do that journey in 4hours.
 

xypher

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THATIC is gone. US government forced AMD to stop all cooperation. What you got is what you got.
Yes, and what China got was Zen 1 processors which are great value general use processors. They can be a perfect substitution while indigenous designs are catching up. No one was expecting AMD to hand over newer designs.
Just examine the results. You don't know what BLAS is I see. It is a maths library for linear algebra. You know what, it can be compiled linked to a hand tuned lower level library specific to the CPU, provided by the vendor, which is what they did with Intel MKL in that i7 score you have there, or you can use the stock ANSI C implementation of the base library which is the default. Which has no proper architecture specific optimizations at all and is generated by the compiler. Which is what that guy did in the Elbrus score. Apples and oranges.
I know what BLAS is, examine what results? MCST has provided zero of them, aside from their claims about 1.5 TFlops on single-precision and 750 GFlops on double-precision loads.
I know. I was just saying that the idea the Russian chip design industry is somehow hopelessly behind the Chinese one, is kinda BS, especially when you consider the huge, huge, difference in size of both. Russia has plenty of variety. Or did when they could use foreign foundries.
When it comes down to CPUs (not co-processors), Russia primarily has Elbrus and Baikal which are competitive, with the latter being built on top of licensed ARM cores. China has Loongson (indigenous, LongArch architecture with MIPS compatibility), Hygon (Zen 1 copy), Zhaoxin (x86), Kunpeng (ARM), Kirin (mobile, ARM), Sunway (indigenous, Sunway architecture), Phytium (ARM), etc.
Sure. It would be nice to have. Want to duplicate the entire Western semi tools, materials, etc, semiconductor sector? With luck it might only take a trillion dollars and two decades. By which time the West will have something better. China has enough economic heft to do it, Russia doesn't. Until Russia has access to more modern fabs, they will just get chips in the gray market, that is also a thing.
I was talking about chip design only. If we take the whole semiconductor chain into account, then the gap between China and Russia becomes too big across the entirety of it.
I know they are being used. I have seen videos of them using Elbrus-8C as a controller in industrial robots made in Russia even. It is just none of those applications explains where the missing chips are. The numbers don't match. And it has been a secret hidden in plain sight that the Russian government does not publish TOP500 scores. They did it at one point, I think, it was like two decades ago. First time a Russian system showed up in TOP500. It was a supercomputer at some university. The system builder got sanctioned by the US. It was before all this crap. Ever since that little episode the Russian government does not publish TOP500 scores. So. Where are the Chinese exascale machines? If they aren't in the TOP500 list of course they must not be real.
If you have the precise information on the chip party sizes to determine that there is a huge mismatch, then by all means share them, it would be interesting to see. You can PM me if you don't want to make that information public, for example.

The supercomputer you are talking about is Lomonosov and "some university" is Moscow State University. Both Lomonosov and Lomonosov 2 use Intel Xeons + NVIDIA GPUs. The system builder was T-Platforms - Baikal Electronics was its subsidiary before 2021 btw. They did get sanctioned in 2013 (4 years after the launch of Lomonosov) but successfully appealed in 2014 and launched Lomonosov 2 the same year. It is now again sanctioned within the broad sanctions package targeting the entirety of Russian aerospace and electronic industries after the war started.

So, let me set it straight. On one hand, we have Chinese exascale computers - we know the architecture of both Sunway OceanLight & Tianhe 3, even some of the tech specs, and we have actual test information, just not from the TOP500 ranking. On the other hand, you are saying that Russia somehow built a supercomputer from leftover Elbruses in secrecy and it is competitive against other supercomputers based on a server-blade offering from a Russian company. And you are saying that those two things are the same, did I get you correctly?
China is better positioned than Russia because it has a way more mature semi industry. Simple as that. Which was not what the guy in the article was talking about. He was talking architecture and ISA. That Zen 1 licensed copy was made at TSMC. Remember? And that's gone too. I can purchase 2nd hand chips on the gray market today more cheaply than bothering fabbing a chip like that.
He was talking about China having a better position than Russia when it comes down to having the chip design restricted. Why Zen 1 is important there? Well, because while they cannot really upgrade over it (similarly to the IBM USSR stole back in the 20th century), it could be used as a rather good general use substitution for the time being, giving the necessary time. That is in the vacuum of chip designs. When we add fabbing into the scope, then China has 14 nm fabs, and Russia has only 90 nm. Considering that AMEC, Naura, etc. are already covering most of the chain, the primary bottleneck is whether SSA800 exists and works. If it does, then China can fab most of the stuff we were talking about with fully indigenous tech. Russia has close to zero in that regard.
And it is not just Elbrus2K. Russia has its own MIPS32/64 and SPARC64 designs. The patents on either ISA are totally gone. The cores were designed in Russia. So Russia can modify the sources, unlike what AMD provided to Hygon, which is a black box. And like I said they also have people working on RISC-V. Syntacore design chip cores which are being used for industrial microcontrollers and the like. But if you look at their later designs they are getting more complicated. The Russian industry has been financing them to work on larger more complex core designs for servers. Remains to be seen where they will be made if they design is done however.
You are talking as if Hygon is the only CPU design that China can produce, lol. Talking about MIPS, China has Loongson which was based on it and then evolved into an indigenous MIPS-compatible architecture. And since we are now taking the manufacturer's claims at face value, then the quad-core
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. They are reportedly fabbed by SMIC.

Btw, what are the Russian CPUs based on MIPS32/64 or SPARC64 designs?
 

gelgoog

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Granted, the Superjet could be justified on strategic grounds as it helps unify the Russian nation. But would improved road and rail infrastructure be a better option, given that most of the population lives in European Russia within 600km of Moscow?
A standard 160km/h passenger train could do that journey in 4hours.
There already is such a service between Moscow and St. Petersburg which are the two largest cities in European Russia.
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It runs at 200-250kph.

There are plans for a newer faster track. Probably 350kph. And there were plans for HSR expansion to Kazan. But Kazan is way less dense than either of those cities.

In a lot of places they use electric locomotives which can easily push 160kph or more.
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Just not on heavy cargo freight lines like the Transiberian.
 

pmc

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Note that Sukhoi Superjets only have a range of 4500km, whereas distances in Russia can be a lot further.
This was designed at the time with French engine capabilities. The airframe is wide enough in A320 class that bigger and longer range versions can easily created. They already certified SBJ for 7,200km. The fundamental engineering behind SSJ is sound.
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Plus I wouldn't say Russia has a vibrant civilian air transportation sector, even before Ukraine and the pandemic.
Because of the low population density and the modest overall population, Russia only accounts for 3% of global aircraft.
This 3% figure was low as Russia allowed the big hubs airlines to carry flights. This flydubai not the big one like Emirates.
now the fundamental nature of business changed. at some point Russia will put the foot on these things once it can offer alternative.
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It means Russia can only sustain production of <10 Superjets per year, when they need to be producing 3x more in order to breakeven
It also means that Russia has a large number of air routes which are monopolised by a single airline.

Granted, the Superjet could be justified on strategic grounds as it helps unify the Russian nation. But would improved road and rail infrastructure be a better option, given that most of the population lives in European Russia within 600km of Moscow?
A standard 160km/h passenger train could do that journey in 4hours.
The have fast trains and access control freeways among big cities. they already passed that point. that extra spending is more in strategic in nature to have effective military capabilities. As i said they have too much money for Railways and Road construction. i am sure they can spare couple of hundred billions for Semiconductors.
 

gelgoog

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Btw, what are the Russian CPUs based on MIPS32/64 or SPARC64 designs?
For MIPS there are two Russian architecture designers.

One is the ELVEES Multicore design.
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It uses its own core architecture "RISCore32" with optional DSPs also of its own design.
There are rad-hard versions of it for space applications. One of the versions is used as the main processor unit in the MIC's digital radios.

Another is NIISI KOMDIV-32 and KOMDIV-64 which are 32-bit and 64-bit MIPS designs.
These also have their own core architecture with no foreign IP blocks.
The 32-bit ones were used in fighter avionics like the Baget series of avionics computers. Used in the MiG-31BM.
There are also rad-hard versions of it for space applications.
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Then there are commercial MIPS chips using licensed cores from Imagination Technologies made by Baikal. Like the Baikal-T1.
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These are used in civilian applications like small set top boxes or small routers.

For SPARC32/64 there are the MCST designed cores aka Elbrus-90micro. MCST also design Elbrus2K.
The most recent design is an 28nm octa-core. The R2000.
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I have heard claims some of the older designs, probably some variant of the 90nm quad-core the R1000, are used in the S-400 SAM system for signal processing.

Other than that Elbrus-2 architecture was designed for signal processing on the Don-2N radar protecting Moscow in Soviet times.
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It was a supercomputer not compatible with either Elbrus-90micro, or Elbrus2K, it is an earlier design.
Just has that name because it was made at same research institute.

I have heard the Don-2N radar supercomputer was replaced with an Elbrus2K computer in later upgrades. So it might be they use Elbrus2K for radar signal processing in the Voronezh radar stations as well. But I am not sure.

There are also all sorts of curious designs with ARM cores with or without DSPs made by several vendors for industrial control but AFAIK these ARM cores all use core designs licensed from ARM Ltd. Then you have weird crap like this.
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Dual core PowerPC 470. Uses a licensed PPC core. And also has its own Russian design quadruple NeuroMatrix DSPs.
I assume it is used for civilian transport aircraft. Because Russia does not manufacture 28nm chips for military applications. Because those cannot be sourced inside Russia.

This chip is way more powerful than the PPC processor used in the latest Lockheed Martin F-35 flight computer.
 
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