Chinese semiconductor thread II

tonyget

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Yin Zhiyao, founder of Shanghai AMEC, renounces US citizenship and resumes Chinese citizenship

The United States implemented export restrictions on chip technology in October 2022, and also banned American technology and talents from participating in China's advanced semiconductor process development to prevent American chip technology from promoting China's military development. Yin Zhiyao, founder of Chinese semiconductor equipment manufacturer Shanghai AMEC, decided to give up his American citizenship.

The South China Morning Post reported that according to the annual report released by Shanghai AMEC on Friday (18th), the founder, chairman and CEO Yin Zhiyao has given up his American citizenship and restored his Chinese citizenship.

Yin Zhiyao is a veteran in the semiconductor industry and has worked for Applied Materials, Lam Research and Intel. In AMEC's 2022, 2021 and 2020 annual reports, he was identified as a US citizen, but the 2023 annual report did not disclose Yin Zhiyao's nationality.

The report believes that the change of nationality by Yin Zhiyao, 81, is the latest sign of the growing differentiation of the US-China semiconductor supply chain against the backdrop of the escalating technological war between the world's two largest economies.

In fact, as early as October 2022, when the U.S. Department of Commerce introduced the chip ban, it had already implemented a series of export controls on chips and related production technologies, including restrictions on the flow of people, prohibiting U.S. citizens, permanent residents, and people living in the United States from supporting the research and development of China's advanced process chips without permission. This regulation puts relevant people in a dilemma of keeping their jobs or keeping their U.S. citizenship.

Last year, two American executives of AMEC, Ni Tuqiang and Yang Wei, resigned from their positions as "core technical personnel." At the time, AMEC claimed that their departure would not have a significant adverse impact on the company's R&D progress, operational capabilities, or competitiveness.
 

Topazchen

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CloudMatrix is not a chip, it's a rack scale architecture just like Nvidia's Grace Blackwell series. That is to say, both of them are preconfigured systems made up of 100+ chips linked together in a specific network topology. The GPUs in question here are Ascend 910Cs.

And speaking of Huawei, they are well positioned to capture more market share from Nvidia thanks to new restrictions.

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"Mr. Allen said that the U.S. government’s restrictions also could help Huawei bring on customers like DeepSeek, a leading Chinese A.I. start-up. Working with those companies could help Huawei improve the software it develops to control its chips. Those kinds of tools have been one of Nvidia’s strengths over the years"

Congrats to them for finally realizing that sanctions are doing China’s internal coordination a huge favor
 

Hyper

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CloudMatrix is not a chip, it's a rack scale architecture just like Nvidia's Grace Blackwell series. That is to say, both of them are preconfigured systems made up of 100+ chips linked together in a specific network topology. The GPUs in question here are Ascend 910Cs.

And speaking of Huawei, they are well positioned to capture more market share from Nvidia thanks to new restrictions.

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Grace Blackwell is not a rack scale system. GB72NVL is the rack scale system.
 

Hyper

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New chip came out called Ascend 920 AI Chip.

Another new chip called CloudMatrix 384 which performs faster than GB200 NVL72, but not faster than GB300. Catching up fast


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Numbers seem to be a bit off. 910C is 60% of H100. So maybe extrapolate numbers from that fact.
 

european_guy

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ASML Raises China Sales Forecast on Robust Demand

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ASML Holding said it expects China to account for more than a quarter of its total sales this year

The company had net sales of EUR7.7 billion (USD8.2 billion) in the three months ended March 31, in line with its guidance, while net income came in at EUR2.4 billion. ASML said it expects full-year revenue of between EUR30 billion and EUR35 billion, with growth projected to continue into next year.

So EUR30B in 2025 and 25% on China -> China will buy at least EUR7.5B of litho machines in 2025!

Just for reference this is the double of NAURA revenues!

Wafer capacity is going to grow solidly also this year.
 

tokenanalyst

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ASML Raises China Sales Forecast on Robust Demand

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So EUR30B in 2025 and 25% on China -> China will buy at least EUR7.5B of litho machines in 2025!

Just for reference this is the double of NAURA revenues!

Wafer capacity is going to grow solidly also this year.
Still significantly down compared the past years.
 
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