Chinese semiconductor industry


Hendrik_2000

Brigadier
@Hendrik_2000

Huawei also has a 7nm GPU, but without TSMC FAB it was place on a backburner. Hope SMIC 7nm N+2 come on line this year, they have a lot of customer lining up to use its node.

I don't know anything about Huawei GPU But this new GPU is gear more toward AI , Server and Machine learning So it is closer to NVDIA product Here is the spec. GPU is now the trend in industry supplanting CPU So this is a big break for China for once they have a product that can goes toe to toe with NVDIA

Please, Log in or Register to view URLs content!
Unlike the
Please, Log in or Register to view URLs content!
GPUs announced back in 2019, the new BI models are not specifically designed to compete with the gaming
Please, Log in or Register to view URLs content!
and
Please, Log in or Register to view URLs content!
models, as they are more tailored towards AI and HPC applications, plus other general purpose uses for the education, medicine and security sectors.

The BI packs 24 billion transistors, and it’s based on a home-made GPU architecture, the report said, offering an impressive price/performance ratio.

The chip is built with the cutting-edge 7nm process node and 2.5D CoWoS (chip-on-wafer-on-substrate) packaging.

According to tomsHARDWARE, Tianshu Zhixin commenced development on its BI chip in 2018.

The company finalized the tapeout for BI back in May 2020 and should have already underwent mass production if Tianshu Zhixin wants to meets its goal of commercializing the chip this year.

The BI solution reportedly provides twice the performance of existing mainstream products on the market, while also offering a very appealing performance-to-cost ratio, the report said.

Its main profile is, of course, machine learning and serving the HPC market, and to this end it also uses TSMC’s CoWoS technology, which puts the memory in an encapsulated graphics card, thus enabling very high memory bandwidth.

This is probably an HBM2 standard, but this has not been specifically explained, the report said.

BI supports a plethora of floating point formats, including FP32, FP16, BF16, INT32, INT16, and INT8, just to mention a few.

Tianshu Zhixin is keeping a tight lip on the BI’s performance, but the company has teased FP16 performance up to 147 TFLOPS (floating point operations per second, in trillions), the report said.

For comparison, the Nvidia A100 and AMD Instinct MI100 deliver FP16 performance figures up to 77.97 TFLOPS and 184.6 TFLOPS, respectively.


While most of the home-grown Chinese processors we have seen thus far under-delivered when it comes to direct performance comparisons with mainstream US models, if China keeps up like this on the performance side and also offers aggressive price schemes, we could be seeing some decent alternatives to the US models in just a few years.
 

ansy1968

Senior Member
Registered Member
I don't know anything about Huawei GPU But this new GPU is gear more toward AI , Server and Machine learning So it is closer to NVDIA product Here is the spec. GPU is now the trend in industry supplanting CPU So this is a big break for China for once they have a product that can goes toe to toe with NVDIA

Please, Log in or Register to view URLs content!
Unlike the
Please, Log in or Register to view URLs content!
GPUs announced back in 2019, the new BI models are not specifically designed to compete with the gaming
Please, Log in or Register to view URLs content!
and
Please, Log in or Register to view URLs content!
models, as they are more tailored towards AI and HPC applications, plus other general purpose uses for the education, medicine and security sectors.

The BI packs 24 billion transistors, and it’s based on a home-made GPU architecture, the report said, offering an impressive price/performance ratio.

The chip is built with the cutting-edge 7nm process node and 2.5D CoWoS (chip-on-wafer-on-substrate) packaging.

According to tomsHARDWARE, Tianshu Zhixin commenced development on its BI chip in 2018.

The company finalized the tapeout for BI back in May 2020 and should have already underwent mass production if Tianshu Zhixin wants to meets its goal of commercializing the chip this year.

The BI solution reportedly provides twice the performance of existing mainstream products on the market, while also offering a very appealing performance-to-cost ratio, the report said.

Its main profile is, of course, machine learning and serving the HPC market, and to this end it also uses TSMC’s CoWoS technology, which puts the memory in an encapsulated graphics card, thus enabling very high memory bandwidth.

This is probably an HBM2 standard, but this has not been specifically explained, the report said.

BI supports a plethora of floating point formats, including FP32, FP16, BF16, INT32, INT16, and INT8, just to mention a few.

Tianshu Zhixin is keeping a tight lip on the BI’s performance, but the company has teased FP16 performance up to 147 TFLOPS (floating point operations per second, in trillions), the report said.

For comparison, the Nvidia A100 and AMD Instinct MI100 deliver FP16 performance figures up to 77.97 TFLOPS and 184.6 TFLOPS, respectively.


While most of the home-grown Chinese processors we have seen thus far under-delivered when it comes to direct performance comparisons with mainstream US models, if China keeps up like this on the performance side and also offers aggressive price schemes, we could be seeing some decent alternatives to the US models in just a few years.
@Hendrik_2000

WoW!!! thanks for the info bro, That's why I loved this thread, China always surprise me, we only starting the year 2021 and bang!!! out of the blue an unknown company challenges NVIDIA hahaha :cool:. @gadgetcool5 bro welcome to reality;)
 

JSL

New Member
Registered Member
I have one answer: fuck Japan. We should not source critical and strategical material from a country that since 1894 has only brought one or the other way misery upon us. What Japan can realize with or without cooperation is not my concern. My concern lies wholly with China and the establishment of a domestic semiconductor supply chain. We should have learned our lessons the past generations when dealing with USSR, West-Europe, Japan and USA. I prefer realism and not doves who again want to lay critical levers in the hands of a stooge of the American Empire.

I agree with you 100%.

The fact is that the US has japan grabbed by the nuts and also pointing a gun in japan's head. Japan has no answer for it, there is NOTHING they can do about it !! Just god look for how many US military bases are in Japan and how many US spies and fifth columnists are inside japan right now. lol

As long as this fact remain, there should be ZERO cooperation between China and Japan at the moment !!
 

JSL

New Member
Registered Member
Before the trade war. China needs "license" from the white man to buy DUV from Netherland western (white country).

After the trade war, Netherland western (white country) needs license from the Chinese MAN to sell their DUV in China.

:cool:

:rolleyes:
 

ansy1968

Senior Member
Registered Member
@gadgetcool5 @Hendrik_2000

Another one, boy oh boy 2021 is starting to be a good year for China domestic IC.

from cnTechPost

Cambricon's first AI training chip starts mass production with TSMC's 7nm process​

January 21, 2021 By:
Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!
0

On January 21, Chinese AI company Cambricon's MLU 290 and accelerator card, Xuansi 1000 smart accelerator debuted after mass production.
The MLU 290 smart chip is Cambricon's first training chip, using TSMC's 7nm process, integrating 46 billion transistors. It supports AI training, inference, or hybrid AI compute acceleration tasks.
Cambricon's first AI training chip starts mass production with TSMC's 7nm process-cnTechPost

Cambricon is the first AI chip stock in China. Previously Cambricon has launched MLU 100 and MLU 270 in the cloud, both on a 16nm process.
MLU 290 is fully upgraded in terms of architecture, memory, and interface. Compared to MLU 270, MLU 290 achieves a 4x increase in peak arithmetic power, 12x increase in memory bandwidth, and 19x increase in inter-chip communication bandwidth.
Based on MLU 290, Cambricon has also launched MLU290-M5 intelligent accelerator card and Xuansi 1000 intelligent accelerator.


The accelerator card adopts Cambricon's self-developed MLU-Link technology, providing AI arithmetic power up to 1024 TOPS with maximum heat dissipation of 350W; the Xuansi 1000 intelligent accelerator integrates four MLU 290s, with a maximum AI arithmetic power of over 4.1 PetaOPS INT4.
It is worth noting that Huawei and NVidia have long launched the same type of chip with a 7nm process. After losing Huawei as a major customer, Cambricon's revenue in the first three quarters of last year was RMB 158 million, only 35% of 2019, with a loss of more than RMB 300 million.
However, the launch of the advanced process chip has stimulated capital markets, with Cambricon up about 18% today.

Cambricon currently has a market cap of RMB 68 billion, although it is still below the highest market cap of RMB 100 billion reached after the company's IPO.



Please, Log in or Register to view URLs content!

The MLU 290 smart chip is Cambricon's first training chip, using TSMC's 7nm process, integrating 46 ...
Please, Log in or Register to view URLs content!
 

Hendrik_2000

Brigadier
Playing fast and loose with tariff will only backfired and end up shooting oneself in the foot
Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

Please, Log in or Register to view URLs content!

Qualcomm’s chip market share plunges in China after Huawei sanctions; MediaTek takes No. 1 spot
PUBLISHED THU, JAN 21 202112:57 AM ESTUPDATED THU, JAN 21 202112:58 AM EST
Arjun Kharpal

KEY POINTS

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, according to CINNO Research.

Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei but also domestic smartphone makers like Oppo, Vivo and Xiaomi looking to alternative from rival MediaTek.

Qualcomm’s market share of China’s smartphone chip market plunged in 2020 due to U.S. sanctions on Huawei, according to a new report.

As a result, the country’s domestic mobile players turned to alternatives such as Taiwan’s MediaTek, according to CINNO Research.

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, the report said.

SOC is a type of semiconductor that contains many components required for a device to work on a single chip, such as a processor. They are a critical component for smartphones.

Qualcomm’s shipments in China shrank 48.1% year-on-year, CINNO Research said without releasing details on the number of Qualcomm chips shipped. The U.S. giant’s market share in China fell to 25.4% in 2020 versus 37.9% in 2019.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei.

The Chinese telecommunications giant was put on a U.S. blacklist known as the Entity List in 2019, which restricted American firms — including Qualcomm — from exporting certain components to Huawei. Huawei used some Qualcomm chips in its devices.
 

WTAN

Junior Member
Registered Member
Playing fast and loose with tariff will only backfired and end up shooting oneself in the foot
Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

Please, Log in or Register to view URLs content!

Qualcomm’s chip market share plunges in China after Huawei sanctions; MediaTek takes No. 1 spot
PUBLISHED THU, JAN 21 202112:57 AM ESTUPDATED THU, JAN 21 202112:58 AM EST
Arjun Kharpal

KEY POINTS

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, according to CINNO Research.

Qualcomm’s shipments in China shrank 48.1% year-on-year a report from CINNO said.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei but also domestic smartphone makers like Oppo, Vivo and Xiaomi looking to alternative from rival MediaTek.

Qualcomm’s market share of China’s smartphone chip market plunged in 2020 due to U.S. sanctions on Huawei, according to a new report.

As a result, the country’s domestic mobile players turned to alternatives such as Taiwan’s MediaTek, according to CINNO Research.

Last year, 307 million smartphone so-called system on chips (SOC) were shipped in China, down 20.8% year-on-year, the report said.

SOC is a type of semiconductor that contains many components required for a device to work on a single chip, such as a processor. They are a critical component for smartphones.

Qualcomm’s shipments in China shrank 48.1% year-on-year, CINNO Research said without releasing details on the number of Qualcomm chips shipped. The U.S. giant’s market share in China fell to 25.4% in 2020 versus 37.9% in 2019.

Part of the reason for Qualcomm’s declining market share is due to U.S. sanctions on Huawei.

The Chinese telecommunications giant was put on a U.S. blacklist known as the Entity List in 2019, which restricted American firms — including Qualcomm — from exporting certain components to Huawei. Huawei used some Qualcomm chips in its devices.
I see Qualcomms market share in China shrinking further. Thank you Trump.
The only way to reverse this situation will be for Qualcomm to be allowed to supply 5G Chips to Huawei.
But of course, if Qualcomm does this, Huawei will produce more Premium Mobile Phones with its new Harmony OS.
This will then be a threat to Google Android.
Looks like the new US Admin has some hard choices to make.
 

Top