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Chip engineer worked on a wafer. Compared to the export-limited chips of NVIDIA, the performance gap between Huawei and H20 is less than a full generation, “said Dylan Patel, founder, CEO and semi-analysis heading analyst.
Sinology | An Getty Pictures
Purchasing advanced semiconductors used in the development of the United States, Pekin Huawei hopes for local alternatives.
The task has limited the technology that restricts the technology that is important to prevent a large number of benefits to create a large number of benefits to create a large number of benefits to China’s access to the world’s best chips.
These restrictions cover the entire semiconductor value chain of design and production equipment used to produce AI chips to support elements such as memory chips.
Beijing was mobilized ten billions of Although the dollar can try to fill in these gaps, but in the opinion of the experts, there is still a long way to go.
“Export departments in the leading NVIDIA in the United States encouraged to develop Alternatives to develop alternatives, as well as in order to develop local companies,” Paul Triolo, DGA-Albridge for China Partner and Senior Vice President for China
China is collected against the rest of the world in four main segments where to build AI chips.
AI chip design
NVidia is accepted as the world’s leading AI chip company, but it is important to understand that it does not produce physical chips used for AI training and calculation.
On the contrary, the company designs AI chips or more accurately, graphic processing units. The company’s patented GPU design orders are then sent to chip casters specializing in mass production of semiconductor products of other companies.
American competitors offer various alternatives such as AMD and Broadcom, GPU designs from NVIDIA are widely known as a standard. The demand for NVIDIA chips is so strong that Chinese customers continue to buy one of the chips of the company they could receive their hands.
However, NVIDIA fights Washington’s hardening restrictions. The company appeared in April Additional curtains Prevented the H20 processor from selling to Chinese customers.
Nvidia’s H20 was a more complex version of the H100 processor, specially designed for previous export controls. Nevertheless, experts say that this was still more developed than anything else. But China hopes to change it.
In response to restrictions, more Chinese semiconductor players enter the AI processor arena. They raised a wide range of Enflame Technology and Biren Technology Billions of dollars in the GPU of Nvidia.
However, no Chinese company, Huawei’s chip design arm seems closer to the real alternative to NVIDIA than Hisilicon.
In mass production, Huawei’s most advanced GPU rose to 410B. The next generation rose was 910c It was reported to have something It is expected to start mass supply in early May, although no updates appear.
Dylan Patel and Chief Analyst, Semakti and Chief Analyst, which are behind the CNBC NVIDIA, show that Huawei is a significant progress behind the Hvidian.
“The performance gap between NVIDIA’s export-limited chips is less than a full generation. Huawei was not behind the products, NVIDIA was allowed to be sold to China.
He added that 910B, as last year, was behind Nvidia for two years, and Ascend 910C was back for a year.
However, if China offers GPU design capabilities, it has taken great steps, the design is only one aspect that stands in the way to create a competitive AI chip ecosystem.
AI chip fiction
To produce the GPU, the world’s largest contract chip casting, which produces most of the world’s largest plugs, trusts the Casting TSMC.
TSMC is in accordance with US chip control, and it is prohibited from any chip order from companies in the US trade blacklist. Huawei was listed in 2019.
It caused Chinese chip designers like Huawei, to attract local chip casting, which is the largest.
Smic is very far behind TSMC – it is known to be able to produce 7-nanometer Chips that require less development than the production of TSMC’s 3 nanometers. Small nanometer sizes cause the power and efficiency of larger chip processing.
There are signs that make signature progress. The company is in doubt that Huawei’s Mate is behind 5 nanometer 5g chip for 60 Pro crushing confidence Chip management in the US in 2023. The company has a long way, a long way to produce a costly GPU.
According to the independent Chip and Technology Analyst Ray Wang, SMIC’s known operation capacity is the dwarf of TSMC.
“Huawei is a very good chip design company, but they still noted that Wang, Huawei’s without a good local chipmaker It was reported to have something Works on its own production capabilities.
However, the lack of basic production equipment stands in the way of both companies.
Advanced chip equipment
The ability to meet SMIC’s Huawei’s GPU requirements is limited to the familiar problem of export control, but from the Netherlands.
The Netherlands cannot be outstanding semiconductor designers or manufacturers, home AsmlA developed ChipMmesing provider of the world’s leading supplier – machines using light or electronic rays to transfer complex patterns to silicone wapters, which form the basis of microchips.
According to US export control, the country has agreed to block the sale of the most advanced ultraviolet (EUV) lithographic machines in the ASML. Tools are important to make a scale and effective advanced GPU.
EUV is an analytical in which China is the most important obstacle to the production of advanced chip, Jeff Koch, an analytics. “Most of them have a lot of existing ones, but lithography restricts the ability to process 3nm and below,” CNBC said.
SMIC found Methods of working around Lithographic restrictions using less developed deep ultraviolet lithographic systems of ASML, which has seen less restrictions.
It is not good to produce chips in 7 Nm through this “cruel force”, but the foothills are not good, and the strategy is likely to “not accelerate enough internal to satisfy the demand for the current product,” the strategy.
Sicarrier Technologies has a Chinese company working on lithographic technology It was reported to have something Associated with Huawei.
Koch may take years to imitate existing lithography vehicles, if not decades, decades. Instead, it is likely to track different lithography methods to push more than other technologies and different lithography methods.
AI Memory Components
GPUs are often defined as the most critical components in the AI calculation, but are far from them. To operate AI education and computing, GPUS should work with memory chips that can keep the information inside a wider “ChipSet”.
A specific memory type known as HBM in AI applications has become an industry standard. South Korean Sk hynix He accepted the industrial management in HBM. Basic in Samsung and the United States to other companies in the field Micron.
“At this stage of the AI progress, the high bandwidth memory was important to prepare and operate AI models,” said analytical wang.
As in the Netherlands, South Korea has collaborated with US chip restrictions and began to adapt fresh curls In December, in the sale of certain HBM memory chips to China.
In response to this, Chinese memory chip maker Changxin memory technologies or CXMT, Tongfu microelectronics or test company, Tongfu microelectronics Report by Reuters.
Wang has been three to four years behind the global leaders in the CXMT’s HBM development, which is also facing highway barriers, including export control in chipmmesing equipment.
Semicolar Estimated in April This CXMT has moved away from the spread of any reasonable volume.
China Casting Wuhan Xinxin is semiconductor production It was reported to have something Build a factory to produce HBM Gofret. One report Although Huawei technologies from SCMP did not confirm the partnership, Huawei technologies said that Huawei technologies are partners with the company while producing HBM chips.
Huawei leaned in suppliers such as Samsung, HBM STOCKS led to HBM STOCKS, Ascend 910C said in April in April reportAlthough the chip is prepared in the local, there is still a rely on foreign products, despite the restrictions.
“There are hbm from Samsung -Nam, from TSMC or equipment from the TSMC or the American, the Netherlands and Japan, there is a great confidence from the foreign industry,” he said.
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