Strategic implications of Chinese/US AI development


ASML reportedly has a fire recently that will delay delivery of machine to China. the fire probably made up and cause the delay due to US pressure.
The delay would impact everybody, not only China. Or perhaps the fire was where the Chinese orders were being made ... sabotage :p:p:p
 
now I read
China's core AI industry to exceed 145 bln USD by 2030: report
Xinhua| 2018-12-09 03:19:48
Please, Log in or Register to view URLs content!

The value of China's core Artificial Intelligence (AI) industries could exceed 1 trillion yuan (145.47 billion U.S. dollars) by 2030, with that of AI-enabled industries more than 10 trillion yuan, a latest report by Bloomberg Intelligence (BI) said.

Titled "China's great tech leap forward", the report said that China's push to commercialize AI technologies, supported by the rollout of the world's biggest 5G network, could position the country as a global leader for technology and innovation.

"Based on the growth trajectory in the past decade, China may overtake the U.S. in global technology-patents share by 2025," said the report.

AI-related industries may exceed 6 percent of China's GDP by 2030, according to the report.

In the report, BI analysts said the country's abundance of data may fuel the acceleration of the industry.

China's breakneck pace of consumer-lifestyle digitization potentially gives researchers unique access to Chinese-language data generated by its 1.4 billion people as they go about their daily activities both online and offline.

Vey-Sern Ling, senior industry analyst at Bloomberg intelligence, said China may overtake global peers in the commercialization of AI technologies, as large amount of capital is likely to continue pouring into the industry.

According to Tsinghua University, private funding for Chinese AI-related companies in 2017 totaled 27.7 billion dollars, equivalent to 70 percent of global investments in the industry.

Data showed China's cumulative venture-capital investments in AI startups had already caught up with the United States by 2016.

Ling, also the lead analyst of the report, said the top-down support is an important factor apart from the multi-faceted user data and the funding available in China to the industry's fast development.

"I don't think anywhere else in the world you have the government so strongly behind, identifying the technology pillar and bearing full weight," said Ling.

He added that China's potential dominance in AI by 2030 may be led by developments in transportation, corporate services, health care and finance.
 

Weaasel

Junior Member
Registered Member
Here the global times news on the same subject via JSCh

CAS shatters super-res record with latest lithography equipment
Source:Globaltimes.cn Published: 2018/11/30 2:34:10


A researcher shows a device produced with the lithography equipment on November 29. Photo: VCG

Researchers with the Chinese Academy of Sciences (CAS) in Southwestern China's Sichuan Province announced their latest breakthrough after setting a new world-record in lithography resolution nanotechnology on November 29, Xinhua News Agency reported.

Vice-Director Hu Song said the breakthrough shatters traditional research methods by creating new pathways in nanometer optical lithography technology, and China now owns the complete intellectual property rights.

Researchers developed lithography equipment that can produce 10-nanometer chips with double exposure technology.

The tests achieved a world record-setting resolution at 22 nanometers developed by researchers with the Institute of Optics and Electronics at CAS.

Scientists at the Technical Institute of Physics and Chemistry said the project establishes a new research direction in the development of high-resolution and large-scale nanometer lithography equipment, surpassing intellectual property barriers set by foreign countries.

Lithography equipment is essential for chip manufacturing, a sector China is now beginning to emerge.

Higher lithography resolution allows increased chip integration levels; while it is hard to increase resolution through traditional lithography technology due to the optical diffraction effect.

Reports said the super-resolution optical lithography equipment has already proven effective in projects at universities and institutions like Shanghai Academy of Spaceflight Technology, University of Electronic Science and Technology of China, West China Hospital and Shanghai Institute of Microsystem and Information Technology.
This is seems to be a very big breakthrough, as this equipment can make chips of the highest specifications that are comparable to what ASML does. 10 nm and below is current state of the art.

How much advertisement has this gotten from the Chinese written media and Chinese language social media sources? Because for something as sophisticated as this, which shows that China has developed chip manufacturing equipment that can greatly reduce its dependency on imported sources, it has hardly elicited commentary among English language platforms.

Various Chinese chip makers and chip designers should test this equipment out and it should after that be reproduced on a commercial scale and used to make high specs chips. Jinhua Fujian will definitely welcome this for sure if it proves to be effect.
 
This is seems to be a very big breakthrough, as this equipment can make chips of the highest specifications that are comparable to what ASML does. 10 nm and below is current state of the art.

How much advertisement has this gotten from the Chinese written media and Chinese language social media sources? Because for something as sophisticated as this, which shows that China has developed chip manufacturing equipment that can greatly reduce its dependency on imported sources, it has hardly elicited commentary among English language platforms.

Various Chinese chip makers and chip designers should test this equipment out and it should after that be reproduced on a commercial scale and used to make high specs chips. Jinhua Fujian will definitely welcome this for sure if it proves to be effect.
Weaasel
you're new here, so, if I were you, I'd be careful about
Source:Globaltimes.cn
 

Hendrik_2000

Brigadier
Weaasel
you're new here, so, if I were you, I'd be careful about
Source:Globaltimes.cn
Weasel might be new here But he is knowledgeable long time and keen China watcher in CDF
No it is not propaganda
Chinese semiconductor research has been going on for some time Recently beef up by returnee from US, Japan and other western university
Before that have hard time convincing the establish semi elite because those elite worshiped western tech
But now they no choice As I said this trade war and effort to slow down Chinese progress is futile and blessing in disguise for Chinese tech
 
Semi releated to the subject is the latest "top 500" list of the worlds most powerful supercomputers.
Usa in blue and China in red.
The last few years progress is remarkable considering how long it took them to even get a single entry to stay on the list.
congrats
Derpy

dug out Jul 29, 2018
Yesterday at 9:39 PM
in perspective:


EDIT
Nov 28, 2016 predicted a zetta-computer (1e21) would be attained around 2035 LOL
Please, Log in or Register to view URLs content!
works
 

Weaasel

Junior Member
Registered Member
Weaasel
you're new here, so, if I were you, I'd be careful about
Source:Globaltimes.cn
The proof of the pudding is in the eating. If China and Chinese tech companies like Huawei are truly worried about semiconductor tech restrictions and exclusions being placed on it by the US and its allies, as they should be, they should really check this equipment out.

I know of Global Times, and while nationalistic, a lot of what it says has some truth, and this not an opinion piece, it is a report. Additionally, Hendrik_2000 did earlier give a posting of an even more detailed source on the same issue.

If a Chinese entity does have the capability of EUV technology and making chips of 10 nm it is something that should be applied and replicated commercially.
 

gelgoog

Senior Member
Registered Member
It is one thing to announce you have some results and another to make a production worthy system. For example ASML has supplied their first EUV litho prototypes several years ago and only now are some chip manufacturers using limited rate production tools and only in a few steps of the production process.

All I'm saying is, it's nice that there is progress in the Chinese litho tools sector but do not expect this to be used in production in the short term. Also the clients be would either semiconductor foundries or someone who has their own fabs like memory manufacturers. Huawei outsources their chip production. What Huawei could and IMHO should do is to use partners in China, like SMIC, to manufacture as many chips as they can. I am fairly certain not every single chip product they manufacture or require needs a leading edge manufacturing process.
 

Weaasel

Junior Member
Registered Member
It is one thing to announce you have some results and another to make a production worthy system. For example ASML has supplied their first EUV litho prototypes several years ago and only now are some chip manufacturers using limited rate production tools and only in a few steps of the production process.

All I'm saying is, it's nice that there is progress in the Chinese litho tools sector but do not expect this to be used in production in the short term. Also the clients be would either semiconductor foundries or someone who has their own fabs like memory manufacturers. Huawei outsources their chip production. What Huawei could and IMHO should do is to use partners in China, like SMIC, to manufacture as many chips as they can. I am fairly certain not every single chip product they manufacture or require needs a leading edge manufacturing process.
This is a step in the right direction nonetheless. It will take a few years before this equipment becomes commercially capable, but if this report is true, coupled with the fact that with respect to semiconductors Moore's law is coming near its limits, it is indeed a big breakthrough for China and proves that China is capable of making state of the art chips. And as you say Chinese tech companies like Huawei should as much as possible try to produce their own high tech chips and it is in China's national interest, given a determined US plotted conspiracy to selectively control and deny it access to advanced tech such as chips and chip making equipment from sources throughout the world, that there be alternative robust domestic Chinese owned suppliers for ALL aspects of tech. Then the US will not be able to blackmail China as it is doing now.
 

Top