Chinese companies are reportedly reluctant to adopt homegrown chips — domestic solutions are technologically too far behind
Chinese companies are reportedly reluctant to adopt homegrown chips — domestic solutions are technologically too far behind
The financial support is there so I think it's a matter of time for local manufacturing to catch up. It's happened in pretty much every area they've been in. Restricting chip imports puts higher pressure on iterating faster towards homegrown capabilities.
It would be interesting to see whether China will undercut ASML on the world market once they have competitive EUV, or wherever they'll keep it for themselves.
This is especially interesting in the wake of the Chinese Government's new ban on AMD and Intel chips in government computers.
Ban so they have justification for confiscation. It's not a real 'ban'. Like how russian missiles 'aren't' made with western components but actually are.
Well, you have to dogfood it sometime...
Well the requirements for government IT stack is really more about security and reliability than performance.
They just banned them and Nvidia for medium sized businesses, too.
That's very important context that I wasn't aware of. Makes the other comment about it being used as an avenue to search/seize that hardware much more believable.
This is exactly why they want Taiwan. They can make chips, just not the greatest ones. Taiwan literally helped invent the most advanced way of growing platters around.
I was under the impression that most chips don't need to be high end - just something good enough for the thing to work. Unless these have very high failure rates or catch on fire they should be fine, right?
These chips are in everything too. Electric vehicles need them, factories and businesses want them.
This is exactly why they want Taiwan
The US wants to destabilize every country as long as destabilization means hatred of non US dominance institutions. It is not critical to China to take Taiwan by force, Taiwanese polling supports status quo at 80%, and so they don't want to be come Ukraine puppet. Taiwan's current parliament will not support stupid for next 4 years. Still, the danger of breaking US-China trade, or failing in extreme ultimatums against Europe, is ignoring of US export controls to the avantage of EU and Taiwan tech.
China does have a delete America program but it could license CUDA, and Nvidia driver compatibility for purposes of giving it away to its GPU industry. Main problems listed in OP is Nvidia's mature ecosystem that affects AMD as well. There is a "delete America" program in China that is forced by US short sightedness. It is catching up. Drivers will get stable, and yields improve. But by tariffing energy, the US becomes a terrible place to build datacenters. Solar is perfectly fine for 24/7 datacenters in any country with decent grid because the bottleneck is daytime/peak transmission, and a small battery is enough to get to low night demand that can use grid peaker resources and spare transmission capacity. Placing datacenters in non US colony countries is path to utilizing them for entire world's AI/computing needs, as alluded to in OP.
The shortsighted US "national security" measures look stupider the more time passes without war on China, and "delete America" progresses. US hasn't been serious about national security in last 40 years. Just in funneling the most money possible to oligarchy with little military value returned. Naval warfare/force projection is dead strategy. China's wealth (PPP) advantage and military production rate/value is well ahead of US, and as a manufacturing power, can be increased as well. Its aims of economic abundance are clearly more humanist than US approach, and clearly more welcome to anyone/nation not corrupt and evil.
OP issues may be real, but if China were forced to improve the stability/ecosystem of domestic options, they can right now. China has banned Nvidia (and intel/amd) in certain sectors this week. Bosch and other German Auto sectors are investing huge in China manufacturing, and to compete in Chinese supply chain. Chinese EV, self driving, and robotics are well ahead of west even with sanctions, so that sector seems safe. Betting on China dominance 5-10 years from now is a bet you can give 10:1 odds on. Nuclear annihilation means you won't have to pay. Time is on China's side.
wHaTaBoUt the USA?!
Your post sounds like AI slob. Taiwan Ukraines puppet? I just stopped there...
Greatest hits
For people coming from Google or the future: From his sources: "About Focus Taiwan (CNA English News) : The national news agency of the Republic of China"
I hope they catch up. I personally probably wouldn’t ever buy a Chinese chip, but it’d be nice if nvidia, AMD, and Intel had some real competition.
Edit: weirdly contentious. I just want 1080ti pricing back
Yeah the main thing about Chinese's companies dependency of Western chips is that it's another venue for putting political pressure to avoid conflicts in the area. Once the Chinese don't need anymore Western chips, they can safely ignore some type of embargoes.
Well that’s not good for me. Hopefully some European company can compete then.
The chinese understand that this is a matter of national security, as can be seen by the US limiting their access to high quality chips. This power over other nations production shouldn't be there.
See, this was always the problem with Chinese efforts to indigenize their semiconductor industry. Each individual Chinese firm had no incentive to use Chinese suppliers, rather than their more established Western competitors. Well, guess what, the US Government has solved that coordination problem for them. Just about every Chinese company, up and down the supply chain, now has an excellent reason to buy Chinese. Sure, they'll take years to work out the kinks, and there will be lots of chances to point and laugh in the meantime. But in the long run, the Sullivan-Blinken strategy of squeezing the Chinese chip industry might end up being one of the most counterproductive geostrategic ideas of all time.