Microelectronics and Rare Earth Elements Sectors

Rodeo

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Keep in mind this is still made with DUV machines, with a sort of tinkering to reach the limits of what duvs can offer. It's not as efficient as EUV 7nm chips (and the transistor size as the video mentions is most times a marketing gimmick as what Nvidia calls 10nm, intel can call 14nm and what they call 7nm, Nividia calls 5nm as the criteria they use for measurements are different; another crucial point is that transistor size is the most important factor for performance and efficiency of chips but it's not the only factor; manufacturing know-how in limiting power leakage, enhancing switching speeds, interconnect resistance and capacitance all matter. For power consumption there are also techniques independent of transistor size, like DVFS and some other technical stuff that I read about but I forgot. All in all this Huawei chip was not expected by West but it doesn't mean China has closed the gap by that much. They are still about 10 years behind (as the performance and techniques and machines used are more than a decade out of date; but still it shows unexpected speed of development).
It's not that I disagree with the professor @Bogeyman quoted. China has been sanctioned heavily and has to develop the entire supply-chain itself. This is a humongous undertaking and the most important element is the lithography machines, imho. I wish their research would be more fruitful and we see a fully vertically-integrated chip manufacturing that will drive the price-gouging NVIDIA out of market. NVIDIA's cupidity has to end and the Chinese are the only hope so that I, maybe, can run my sidekick AI on my GPU clusters at home someday.
 

Nilgiri

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It's not that I disagree with the professor @Bogeyman quoted. China has been sanctioned heavily and has to develop the entire supply-chain itself. This is a humongous undertaking and the most important element is the lithography machines, imho. I wish their research would be more fruitful and we see a fully vertically-integrated chip manufacturing that will drive the price-gouging NVIDIA out of market. NVIDIA's cupidity has to end and the Chinese are the only hope so that I, maybe, can run my sidekick AI on my GPU clusters at home someday.

Cost regarding that can only change if PRC manages to convince the world to adopt Yuan far more, so pricing can even attempt to bypass USD (and the vast seignoriage US has here by default).

Problem for PRC is its total debt level is already at 300% of GDP (this is huge problem showing up in real estate for a reason)....and thats all part of reason PRC holds onto US forex (just like Xi Jinping sending his daughter to harvard) against what it tries to broadcast instead.

Then there is problem of where the value addition is regarding these things. 10 billion out of 13 billion PRC earns from world in IP (with PRC still paying 45 billion to the world for their IP) was from huawei related comms. i.e there are huge tech tiers regarding the actual operationalising of the chips into products...compared to the component apex themselves. These are the things (human intellectual services related to the components) that are far more sanction proof in end too as they can be applied/licensed to other components (and their price levels defended in other countries etc).

PRC is lagging here, the paper publ. to IP earning ratio shows it....among the larger domestic fiscal problems PRC has grown for itself with its overwrought approach to statist control and bureaucracy.
 

fushkee

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Türkiye should invest such projects which produce chips. I know it costs huge budget. But we should start with Çakil project and develop it with new investments.
 

Bogeyman 

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