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I cannot read the TechInsights article myself. I would love to look at it, and figure out if this claim of Huawei using TSMC fabbed chips via a 3rd party holds water or not. I personally kind of doubt it.
The Kirin 9000S they use in the smartphones fabbed at SMIC is 207 mm2. They can easily...
Hua Hong should be filling a brand new ~100,000 wpm 40nm gigafab at Wuxi right now. Their second on that site.
Hua Hong bet their previous gigafab on 55nm but other companies expanding in China at a similar node mean competition is fierce and that is why the ASP went down.
SMIC is focused on...
More customers for SMIC I guess. It seems the US will force companies like Horizon Robotics to use Chinese foundries instead of Taiwanese ones like TSMC. China consumes like 30 million cars a year so a tremendous market opportunity.
I am fairly certain TSMC will find some way to keep its fabs...
It is right there in #1. Positive operating profit of $170 million USD.
It was also positive on Q2 2024 and Q3 2023 with the lower gross margins. But with a lower profit of course.
TSMC has a de facto monopoly on high density processes and lots of clients. SMIC is also taking market share to fill its fabs so they had to lower prices. If anything it is a good sign their gross margins are recovering.
According to your table net revenue share in China for TSMC has shrank...
Revenue was $2,171 million
– Up 14.2% QoQ from $1,901 million in 2Q24
– Up 34.0% YoY from $1,621 million in 3Q23
Gross margin was 20.5%
– Compared to 13.9% in 2Q24
– Compared to 19.8% in 3Q23
Profit from operations was $170 million
– Compared to $87 million in 2Q24
– Compared to $87 million in...
The Mate 60 series are not the only smartphones Huawei makes which use SMIC FinFET processors. They also make the Pura, Nova series. Not to mention tablets like the MatePad series. At this point all the mobile devices Huawei sell probably use SMIC chips.
Yole estimates 43 million smartphones...
They mean the German government spending that was allocated for that will be used elsewhere.
From what I understand the site in Germany that Intel chose had issues which would delay construction of the fab shell. With cash running out Intel decided to focus on existing sites.
Taking people's coffee and tea is a stupid idea anyway. Do you want sleepy workers?
Not offering food on site will also mean people will eat elsewhere, and will take more time moving to and from work to eat. Further reducing their productivity.
Europe lost the Russian market, and now they are losing the Chinese market. In addition their economy is in a downwards spiral as high energy prices push up the price of basic necessities reducing the money available for consumer discretionary spending on durable goods. If you do not sell cars...
Sure. But why this nonsensical argument that Sophgo ordered Huawei Ascend 910B chips? It looks just farcical to me.
Huawei can make tens of millions of smartphone SoCs at SMIC and we are to believe they cannot make some AI accelerator chips if they so wanted. The lengths US regulators go to...
Except Sophgo is a competitor to Huawei that designs its own AI chips. So explain me that.
They launched their first AI chip (BM1680) in 2017, before the US sanctions started, still under the Bitmain brand.
Huawei launched their first AI processor, the Ascend 310, using the Da Vinci...
At this point you have loads of CUDA software developed. It is kind of like X86 in that it has a huge application library available that other architectures lack. As simple as that.
To be perfectly honest IBM and Intel did not have a good relationship after Intel started supplying their processors to the PC clone market. IBM balked at Itanium as well, rightly continuing PowerPC development. Samsung, IBM, and GlobalFoundries used to collaborate on process development as an...
Exactly. There is precedent for these things. In some cases the company headquarters can be relocated and the company HQ move to the US, but this would seem difficult in the case of TSMC.
TSMC is building another fab with 3nm process next to the existing one but it will take years to start...
That is a good idea. It would cut R&D on CPUs by like half without losing much in terms of market coverage.
I also think Intel should trim down their middle management.
In the long term Intel will also need proper PDKs for DUV FinFET, 3nm, and 18A processes so they will be able to capture...
A merger with AMD would be retarded. You would basically nuke one company's CPU and GPU designers, probably Intel's, leading to a massive hemorrhage of US talent. And what would be left would be the fab business, which is the main funding drain. So this would solve nothing.
I also think that if...
I never quite got why Intel do not use their own 7nm process for the I/O die instead of outsourcing it to TSMC. That is lame as heck. Are the economics of Intel 7 that bad? Other than the Foveros base tiles what other uses for DUV will continue moving forward with new products?
