Chinese semiconductor thread II

[Eventine]

Its qctuslly crazy to see hox much china depended on US techbology and software. I understand its also because US softwre and technology has a lead over China, so chinese companies have been more eager to buy from them. Yet its crazy to see how despite all the sanctions , restrictions and embragoes China continue to rely much on this products as much as they could. I would have thought chinese companies would have ling orioritise working with local companies even if they still lag behind by abit . Yet they cant improve if they are not being used in mass.

The West had a virtual monopoly over software supply chains not just in China, but all over the world. It took serious efforts by the Chinese government to prevent the likes of US tech. companies (Google, Amazon, Microsoft, etc.) from establishing a monopoly in China, as they were very close to doing so in the early 2000s before they were forced to exit for various censorship related reasons. But even then, if you look at the rest of the software industry, anything that wasn't explicitly restricted by China or the US, relies on Western technology:

• Every "native" OS in China was originally a Linux fork
• Every popular programming language was invented in the US or Europe
• x86, ARM, RISC-V were all invented in the US or Europe
• Until the last few years, every library used for scientific, mathematical, and AI computation was Western
• Almost all productivity software (e.g. image editing, video editing, game engines, etc.) is Western

When the Trump administration talks about how the rest of the world is taking advantage of the US and how they never build anything any more, they are being extremely disingenuous and greedy. The US intentionally and purposefully shifted its economy towards services in the last 50 years, and absolutely dominated services exports. The deficit they run in manufacturing is more than made up by the surplus they run in services; the only thing is that services revenue isn't counted in typical customs calculations and so they can continue to lie about their deficit while their software & financial companies are valued in the trillions. It will take a long time for the world to disentangle itself from US platforms and technologies, if it ever happens.

 

[ansy1968]

You know I'm an extreme fanboy of Huawei and all China related tech company to a fault, BUT this time I'm cautiously optimistic about this report of Huawei 3nm GAA Chips. We know they were testing and verifying an EUVL this year and may see a full working commercial prototype by 2026, BUT a 3nm GAA chip? IF true then on this field China may have a leg up just like what happen in EV, as all major players will be starting from scratch, nullifying the huge technical lead of TSMC base silicon chip.

Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026​

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•May 29, 2025 at 09:11am EDT

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In a major move, Huawei plans to develop a high-end node for the domestic chip industry, the 3nm GAA, which would put the Chinese firm in a competitive position.

Huawei Plans To Accelerate Chip Efforts In The Coming Years, Developing a Cutting-Edge 3nm Node​

There's no doubt that Huawei is emerging as one of China's most dominant companies in innovating and adjusting product portfolios to compete with Western alternatives. The firm has a deep-rooted business, not just in the mobile segment, but also in AI and computing, making it a force not to be reckoned with. In a

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, it is claimed that Huawei has initiated R&D work for 3nm GAA, after the company's success with

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that employs a domestic 5nm process from SMIC.

The report claims that Huawei is going to opt for the GAA (Gate-All-Around) route with 3nm, and the firm is said to be moving away from traditional silicon designs for its transistor channels to employing "two-dimensional" materials, which is an approach not used for this particular node size. This could allow better performance at a smaller scale and lower power consumption than traditional silicon-based designs. Interestingly, a GAA-focused design for 3nm

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for now, so could there be a potential collaboration with Huawei?

Apart from this, Huawei is also developing a "carbon-based" 3nm design, which will feature carbon nanotubes, an alternative to silicon-based transistors and interconnects. So, it is safe to say that Huawei will likely test out a new approach, collaborating with China's biggest foundry, SMIC. Currently, these plans are in the initial stages, and Huawei is known to have come up with optimistic plans but later abandoned them. However, with the company's success in the 5nm segment, especially when it comes to integrating the node into a consumer product, it wouldn't be wrong to say that we should expect more advancements.

Huawei is emerging as a key player in the region, and the firm has managed to vertically integrate the supply chain to the point where it can now compete with the West in terms of technological superiority. Interesting times are ahead of us, especially considering the US-China technological balance.

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14 hours ago — Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026. Muhammad Zuhair

 

[GulfLander]

Do they have fabs?

Maybe. Like kento one, claim to engage in r&d, production ..

Hubei KENTO Electronic Stock Corporation is located in the hometown of Quyuan (a famous patriotic poet) and The Three Gorges dam in Hubei Zigui. The enterprise is renowned as its integrated R&D, design, production, selling performance of LAMP-LED, LED lighting, optocoupler products and SMD series.KENTO implements the division as main structure of modern enterprise system, the establishment of lamp LED, LED application and JinCheng Division. A wholly-owned subsidiary of Shenzhen JinCheng

You can try to search in google or CN search engine or email them directly if youre really interested.

 

[PopularScience]

From the horse mouth

Huawei's chip performance has reached the H200 level!

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[huemens]

Is reported that the first GPU chip of Lisuan Technology has been packaged and successfully powered on.​

According to senior executives of Lisuan Technology, Lisuan Technology's first GPU chip has been packaged and successfully lit up.
A person familiar with the matter said, "It lit up within 24 hours after the packaging was returned."

From the first reports of operational difficulties last year, to the announcement of capital injection from investors such as listed company Dongxin Semiconductor, to the successful packaging and lighting of its products, Lisuan Technology has finally seen the light of day.
Founded in 2021, Lisuan Technology is a company that develops high-performance GPUs. It focuses on self-developed architecture and fully proprietary intellectual property rights. It has a deep understanding of the architecture, design, software development and know-how of large GPU chips, and has profound experience in processor ecosystem status and ecosystem construction.

It is reported that the founding team of Lisuan Technology has accumulated profound technical capabilities and engineering experience in the old Silicon Valley GPU company S3. Lisuan Technology co-founder and co-CEO Xuan Yifang graduated from National Chiao Tung University in Taiwan and has 28 years of GPU R&D experience. He has led the mass production of 15 generations of GPU chips; Lisuan Technology co-founder and co-CEO Kong Dehai was admitted to the undergraduate major of the Department of Radio at Tsinghua University in 1984. He has been engaged in GPU chip R&D since 1992 and is China's first generation of very large-scale integrated circuit (VLSI) designers; Lisuan Technology CTO Niu Yixin joined S3 in 1994 and is the developer of the first S3D engine and the person in charge of ViRGE, the world's first generation of 3D accelerated GPU chips. Previously, he served as the deputy general manager of GPU R&D for 18 years, leading GPU hardware design and supporting all DirectX, OpenGL, and OpenCL standards.

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More info/rumors about it.

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Lisuan Unveils G100, China's 6 nm GPU Targeting RTX 4060-Level Performance

The company describes the G100 as China's first domestically designed 6 nm GPU, marking a significant milestone in its effort to challenge established industry players. With the first silicon now operational, Lisuan is moving into driver development, software validation, and broader system integration testing. Although Lisuan has provided few formal specifications, rumors indicate that SMIC is fabbing the G100 die, currently the only Chinese foundry capable of producing a 6 nm node under US export restrictions. Rumors describe the performance as being on par with NVIDIA's GeForce RTX 4060 in mid-range gaming tests, alongside generous onboard memory, efficient power consumption, and support for DirectX 12, Vulkan 1.3, and OpenGL 4.6. If accurate, these features could position the G100 for both gaming and general-purpose GPU workloads.

 

[Hyper]

From the horse mouth

Huawei's chip performance has reached the H200 level!

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As good as H200 is, it's inefficient because of fp64 cores which is useless for AI.

 

[tokenanalyst]

The country's largest silicon carbide wafer factory went into production in Optics Valley, which can supply the "heart" for 1.44 million new energy vehicles each year​

In 2024, my country's new energy vehicle production will reach 13.168 million units, and the production in the first quarter of this year alone has reached 7.561 million units, far ahead of the world. However, a reality that cannot be ignored is that more than 90% of the core chips in vehicle power systems are imported in my country.
Now, this situation is expected to change. On May 28, the YOFC Wuhan Advanced Base located in Hubei Optics Valley Science Island went into production, with its first 6-inch silicon carbide wafer rolling off the production line.
Zhuang Dan, executive director and president of Changfei Optical Fiber and chairman of Changfei Advanced, introduced that this wafer will be manufactured into the main drive chip of new energy vehicles to provide power for the vehicles, which is equivalent to the engine of fuel vehicles and the heart of the human body. The base can produce 360,000 6-inch silicon carbide wafers annually. After reaching full production, it can supply the "heart" for 1.44 million new energy vehicles annually, becoming the largest silicon carbide wafer factory in the country, which is expected to break the international monopoly and fill the gap in Hubei's high-end silicon carbide device manufacturing.
Silicon carbide is a semiconductor material. Compared with traditional silicon, chips made of silicon carbide can work stably under high voltage and high temperature. As the charging voltage of new energy vehicles is getting higher and higher, and the mileage after charging is getting longer and longer, silicon carbide has become the "new favorite" of the new energy vehicle industry and a new industry track that the world is competing for.
"Although we have just started production, the yield rate of our first chip has reached 97%, which is at the international advanced level." Li Gang, general manager of YOFC Wuhan Fab, said that this is due to the fact that the base is the first in the world to deploy an A3-level overhead crane system, which can realize automatic production, automatic transportation and automatic dispatching, greatly reducing manual interference. "In a workshop of 12,000 square meters, only more than 20 people are needed to ensure the smooth operation of the production line."

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[tokenanalyst]

JBD successfully reduced the number of bad pixels per MicroLED screen to ≤3​

JBD announced that it had successfully reduced the number of bad pixels in MicroLED displays from ≤ 100 per screen to ≤ 3. This breakthrough not only marks that MicroLED displays have reached the quality control level of mature display technologies such as LCD, but also sets a new benchmark for bad pixel indicators in the MicroLED display industry.

The number of bad pixels and dark pixels has always been a key indicator for measuring the reliability and technical maturity of MicroLED micro-display products. Previously, due to the limitations of technical level and production process, the industry generally faced a technical bottleneck of nearly 100 bad pixels per screen, which to some extent hindered the popularization and application of consumer-grade AR terminals. In order to break this technical constraint, JBD has continued to conduct in-depth research on the core technology of MicroLED micro-display in recent years, reducing the number of bad pixels of micro-display screens to ≤3 per screen, and significantly increasing the proportion of perfect screens with 0 bad pixels.

In addition, dark spots are also a long-ignored technical challenge in the field of MicroLED micro-display, which directly affects the uniformity of the picture and the image quality. Through technological upgrades, JBD has reduced the single-screen dark spot rate from as high as 0.4% to an extremely low level of 0.03%, and combined with JBD's unique Demura pixel brightness compensation algorithm, it has greatly improved the uniformity of pixel brightness.

On the technical level, JBD has achieved uniform distribution of material density by improving the epitaxial structure. At the same time, innovative processes ensure uniform driving at the pixel level. In terms of equipment and manufacturing, advanced equipment has been introduced to improve processing accuracy. In terms of production management, inspection processes have been added to each process, and key links have been strictly monitored and accurately managed to ensure that the entire production process meets the highest quality standards.
The above is not only a reflection of JBD's technological innovation and significant improvement in production processes, but also a sign that MicroLED microdisplay is entering a mature application stage. With the rapid development of AI technology, people's demand for lightweight AR glasses as all-weather AI assistants is growing.

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[SanWenYu]

Seriously though how did china allow american/Western software companies to control up to 70% of their market despite the national security risks and hostility from the other party ?
The US wont even allow a chinese company to control 1% of a critical field like this in their market without taking measures against them. Its actually interesting to see this.

How did the US, and the west collectively, allow China to control up to 90% of their critical minerals market despite national security risks?

 

[sunnymaxi]

Chinese Chip Design Software Shares Jump Amid US Export Controls on Synopsys and Cadence

Shares of Chinese developers of electronic design automation software rose after American EDA giants Synopsys and Cadence Design Systems said they are evaluating the potential impact of new export restrictions.

Primarius Technologies gained 4.3 percent in Shanghai today after surging 20 percent yesterday. Semitronix dipped 3.2 percent, walking back part of yesterday's 20 percent jump. Empyrean Technology fell 4.6 percent today after climbing 14.7 percent yesterday.

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