Chinese semiconductor thread II

huemens

Junior Member
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Nvidia is working on China-tailored chips again after US export ban, The Information reports​

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Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules
The chip giant has spoken with customers, including Alibaba Group, TikTok-parent ByteDance and Tencent Holdings, the report said, citing three people involved in the conversations.
Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing
Nvidia has told customers that a sample of the new chip will be available as soon as June
The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell
 

tokenanalyst

Brigadier
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The Ministry of Industry and Information Technology released the key points of automobile standardization work in 2025 to accelerate the formulation and revision of automobile chip standards​


The Equipment Industry Department of the Ministry of Industry and Information Technology issued the Key Points for Automobile Standardization Work in 2025 (hereinafter referred to as the "Key Points") to improve and implement the standard system in key areas such as intelligent connected vehicles and automotive chips.
The key points of the work list 23 items in five aspects around automobile standardization, among which the aspect of "accelerating the formulation and revision of automobile chip standards" has attracted much attention.
The key points of the work require accelerating the formulation of general specifications for automotive chip environment and reliability, information security, consistency testing, and improving the basic evaluation methods for automotive chips.
Promote the release and implementation of standards such as safety chips and power driver chips for electric vehicles, and complete the review and approval of standards for smart cockpit computing chips, satellite positioning chips, infrared thermal imaging chips, chassis control chips, etc.
Accelerate the development of product standards for control chips, sensor chips, communication chips, storage chips, etc. to meet the application needs of automotive chip product selection and matching.
In recent years, my country's automotive chip industry is accelerating the breakthrough of technical barriers and promoting the process of domestic substitution. At the recently held 2025 Shanghai Auto Show, a number of domestic automotive chips made their debut, demonstrating the independent breakthrough of the core technology of smart cars. For example: Horizon released the Journey 6P flagship intelligent driving chip, and Black Sesame Smart launched the Wudang C1296 multi-domain fusion chip. Driven by the wave of new energy vehicles and intelligent connected vehicles, my country's automotive chip industry is ushering in a historic development opportunity. The 2025 automotive standardization work points issued by the Ministry of Industry and Information Technology listed "accelerating the formulation and revision of automotive chip standards" as one of the core tasks. This move not only lays the foundation for the standardized development of the industry, but also marks that my country's automotive chip industry is transforming from "scale expansion" to "quality leap".
The vigorous development of my country's automotive chip industry has undoubtedly injected strong impetus into the era of intelligent connected vehicles. However, the leapfrog development of the industry urgently needs to be based on standardization. In the MIIT's 2025 automotive standardization work points, the requirements for the formulation and revision of standards for automotive chip environmental reliability, information security, functional safety, etc. are like fastening a "seat belt" for the industry to run at high speed. Only by building a standard system covering the entire chain of design, production, testing, and application can we ensure that domestic automotive chips will have a leap in performance while building a solid safety bottom line and achieving healthy and sustainable development.

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Eventine

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Jensen really does not want to be locked out of the Chinese market, I guess it makes sense as unlike American elites confident in their innate superiority, he realizes deep down as a person of Chinese heritage, that if he can do something, then other Chinese can do it too, so it’s only a matter of time before China has its own TSMC and NVIDIA.

With how much the global electronics, computing, and now AI industry runs through China, pulling NVIDIA and its CUDA ecosystem out of China would be equivalent to dismantling its global monopoly; so he’s willing to skirt even US sanctions to get his products into China.
 

manqiangrexue

Brigadier
Jensen really does not want to be locked out of the Chinese market, I guess it makes sense as unlike American elites confident in their innate superiority, he realizes deep down as a person of Chinese heritage, that if he can do something, then other Chinese can do it too, so it’s only a matter of time before China has its own TSMC and NVIDIA.

With how much the global electronics, computing, and now AI industry runs through China, pulling NVIDIA and its CUDA ecosystem out of China would be equivalent to dismantling its global monopoly; so he’s willing to skirt even US sanctions to get his products into China.
I don't think American elites are confident at all. If they say they are, they're whistling past the graveyard. Let's be honest; Chinese people scare the shit out of them because they know what we can do in all their higher education institutes and they have seen their kids ragdolled academically by Chinese peers despite every advantage afforded to them. If they were confident, they would challenge us to innovate against them, just USA vs China solo competition everyone with the same tools available, but instead they scurry the world looking to form alliances against us and deny us the tools they have access to. Everything they do shows lack of confidence and fear of China because deep down, they know they don't measure up.

And I have a good feeling about Jensen for some reason. If he were just offering standard shit, he wouldn't need to come to China and meet all the important people. If he wasn't there to do something great, nobody would want to meet him either. He was there to offer something special that would get him potentially locked up if they found out in the US. He knows where the future is but his company needs to navigate that transition. I think Jensen might have a flicker of Dragon fire in his eyes (allusion to this post Trump 2.0 official thread).
 
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tokenanalyst

Brigadier
Registered Member

Qingyue Technology's silicon-based OLED production line is in the early stages of mass production​


An investor asked Qingyue Technology on an interactive platform: The global VR market is expected to reach US$57 billion in 2025. Is the company's silicon-based OLED production capacity sufficient to support the needs of leading customers?

The company responded that the yield and production capacity of the company's 8-inch silicon-based OLED microdisplay production line are still in the early stages of mass production, and need to be gradually ramped up through continuous optimization and improvement. It will take a long time to reach full production. The current production capacity can meet the needs of existing customers.

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henrik

Senior Member
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Jensen really does not want to be locked out of the Chinese market, I guess it makes sense as unlike American elites confident in their innate superiority, he realizes deep down as a person of Chinese heritage, that if he can do something, then other Chinese can do it too, so it’s only a matter of time before China has its own TSMC and NVIDIA.

With how much the global electronics, computing, and now AI industry runs through China, pulling NVIDIA and its CUDA ecosystem out of China would be equivalent to dismantling its global monopoly; so he’s willing to skirt even US sanctions to get his products into China.

Actually, pulling NVIDIA and its CUDA ecosystem out of the US would be a better choice.
 

tokenanalyst

Brigadier
Registered Member

Design and optical performance evaluation of a variable attenuator in a lithography illumination system​

Abstract​


The variable attenuator controls the lithography illumination system’s transmittance and is an important optical component in the dose control process. The coatings of the variable attenuator are critical to its function. In this study, we propose a design approach for a nonpolarizing optical coating whose transmittance varies with the incident angle. The designed variable attenuator achieved a wide transmittance range of 92.4% to 1.1% and excellent linearity within its adjustment range, satisfying the requirements for ArF lithography. Simulation results show that its optical performance is robust when the wavelength and polarization of the incident light change. Furthermore, a method for evaluating the optical performance of the variable attenuator is presented, and a test system is established for experimental validation. The experimental results confirm the conclusions of the simulation, and the developed test system demonstrates superior accuracy compared to the spectrophotometer.

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