Lenovo is also designing 10 core CPUs. And this one looks pretty good too for a first attempt. I think it's for their PCs.
Chinese semiconductor thread II
- Thread starter vincent
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Lenovo is also designing 10 core CPUs. And this one looks pretty good too for a first attempt. I think it's for their PCs.
it’s over, China has crushed wolfspeed. I said this a while back that as soon as Chinese sic capacity comes up, it’s over for them
"Local [Chinese] companies are very talented and the export controls gave them the spirit and energy and government support to accelerate their development. I think the export control was a failure" Huang said.
He added that competition in China is intense and developers there are "incredibly good" at software, with capabilities that can rival those of any country.
"Huawei has the most formidable technology and they are innovating fast," Huang said. "I really do hope the U.S. government will recognize the ban on H20 is not effective and give us a chance to go back [to China]."
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Seems some Chinese still think they can buy or smooth talk their way out of being banned by the US and normalised free trade. Lool I'm afraid its only a matter of time for this companies to come under the US hammer. Lol. So they better get ready and prepare themselves for that and not fall for the free trade scam like Huawei and others did before, it took even a tech behemoth like Huawei over 5 years to fully recover from being blacklisted by the US(and the West which had to follow the US lead).
Realistically, how far away are we from a second ecosystem (non Huawei?)
Seems like a clusterf at the moment. With multiple (mostly linux based) OS like UOS, kylin, deepin
And even instruction sets like loongarch ( loongson) , arm (kunpeng, phytium), x86 (zhaoxin), mips?
Is there still no clear direction?
Even newly launched, the harmonyos pc looks much more fluid and better compatibility wise than the current spate already.
More suppliers now, easier to recover
First one is always the hardest.
Second and third ones will be a lot easier to recover. The infrastructure is already there
antiterror13
Brigadier
Cree is highly overpriced and not really superior
It would be too naive for Xiaomi to bet such a big investment on a promise by a US company.
Maybe there is also some assurance from China that if something happens Qualcomm would be kicked out and they already informed US accordingly....this could work (for a while) with the average US administration, but with Trump it is like flipping the coin. Trump can very well block TSMC and if China retaliates block also Mediatek to sell in China....this would escalate quickly and ugly.
The key point is that Xiaomi relies on an advanced 4nm N4P process node, China will not have something similar for a while. Instead Huawei relies on a localized 7nm node, already in volume production, that's a totally different scenario.
At best with the Qualcomm agreement they have bought some free months, following Huawei example, they should use these precious (and very expensive) months to stockpile furiously a couple of years of production: buy all that TSMC can produce....and then when the US hammer will come, sell for another 2 years, and then switch on what will be local SOTA around 2027.
They have started from zero and now they have a world-class 2500 people semiconductor team with proven knowledge and experience on a SOTA chip: even if they just recover the that would be already a huge win.
An interesting technical note. Xiaomi in its new XRING chip. That would be a first for UNISOC at such advanced process node and SOTA chip.
Wolfspeed is market leader with more than
US cannot just let Wolfspeed go.
Bankrupt protection is not the end of the road, they just want to restructure the debt with creditors....but I guess someone will buy them and keep them running.
US can easily force automotive manufacturers that want to sell in US to stop using China SiC (actually this is a very predictable move) and Wolfspeed will reborn into a second life.
My bet is to wait a bit for things to calm down and then even buy
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It would be too naive for Xiaomi to bet such a big investment on a promise by a US company.
Maybe there is also some assurance from China that if something happens Qualcomm would be kicked out and they already informed US accordingly....this could work (for a while) with the average US administration, but with Trump it is like flipping the coin. Trump can very well block TSMC and if China retaliates block also Mediatek to sell in China....this would escalate quickly and ugly.
The key point is that Xiaomi relies on an advanced 4nm N4P process node, China will not have something similar for a while. Instead Huawei relies on a localized 7nm node, already in volume production, that's a totally different scenario.
At best with the Qualcomm agreement they have bought some free months, following Huawei example, they should use these precious (and very expensive) months to stockpile furiously a couple of years of production: buy all that TSMC can produce....and then when the US hammer will come, sell for another 2 years, and then switch on what will be local SOTA around 2027.
They have started from zero and now they have a world-class 2500 people semiconductor team with proven knowledge and experience on a SOTA chip: even if they just recover the that would be already a huge win.
An interesting technical note. Xiaomi in its new XRING chip. That would be a first for UNISOC at such advanced process node and SOTA chip.
Wolfspeed is market leader with more than
View attachment 152667
US cannot just let Wolfspeed go.
Bankrupt protection is not the end of the road, they just want to restructure the debt with creditors....but I guess someone will buy them and keep them running.
US can easily force automotive manufacturers that want to sell in US to stop using China SiC (actually this is a very predictable move) and Wolfspeed will reborn into a second life.
My bet is to wait a bit for things to calm down and then even buy
is it worth it? SiC stuff is low tech and peanuts. Companies in US need to make good money.