Huawei Shanghai Qingpu Park has been fully completed
2024-07-17
According to the official website of the Shanghai Municipal Government, on July 9th, the Huawei Shanghai Qingpu project was fully completed and officially named the "Huawei Lianqiu Lake R&D Center". At present, the R&D center is divided into multiple areas, with internal roads, small train tracks, elevated overpasses, etc. all connected. The bridge project spanning Lianqiu Lake is undergoing final work.
According to Liberation Daily, in September 2020, the Shanghai Municipal Government signed a deepening strategic cooperation framework agreement with Huawei and held the groundbreaking ceremony for the Huawei Qingpu R&D Center project. According to the framework agreement, the two sides will strengthen cooperation in technology research and development, demonstration applications, integrated innovation, etc. in the fields of integrated circuit, software and information service industry, Internet of Things, Internet of Vehicles, industrial Internet, smart city demonstration applications, expand Huawei's business scope in Shanghai, promote the innovative development of Shanghai's information industry, and promote the construction of new infrastructure and smart city.
According to previous reports, Huawei's Shanghai Qingpu R&D Center covers an area of 2400 acres with a total construction area of 2.06 million square meters. The R&D center will be built into a composite industrial community that integrates enterprise office, R&D pilot, technology incubation, production services, and supporting residential areas. It will combine modern workplaces with high-tech elements and green ecology to create Huawei's global innovation base.
RISC-V: The Effort and Destiny of a Spare Tire
2024-06-05
Article Source | Yuanchuan Technology Review
Author | He Luheng
TOB， Still a hot spot in the primary market.
In July 2019, Pingtouge, a semiconductor company under Alibaba, officially released the Xuantie 910, with the slogan of "one of the strongest RISC-V processors in the industry", claiming to have performance comparable to the Arm v8 architecture Cortex A7X series.
The onlookers cheered and asked each other, 'What is RISC-V?'?
The essence of a CPU is a chip that integrates different functional circuits. To use these functional circuits, the CPU needs to call the corresponding instructions, which are binary numbers composed of 0s and 1s. The thing used to specify instruction formats is called instruction set architecture (commonly referred to as architecture), and different architectures reflect designers' different implementation ideas for the same function. RISC-V is one of the top three instruction set architectures in the world.
However, these 'top three in the world' are full of moisture. In the other two instruction sets, the x86 architecture led by Intel is applied to the vast majority of PCs and servers; The Arm architecture of British company Arm is used in over 99% of smartphones worldwide.
In contrast, although RISC-V ranks closely behind, its actual share is still a fraction of the top two.
And these three architectures respectively represent three business models:
The x86 architecture is firmly controlled by Intel and AMD, and other chip companies cannot use it even if they want to;
Although the Arm architecture is owned by Arm Corporation, it is licensed and open, requiring payment for purchase;
RISC-V is the most unique and does not belong to any institution or country. It is open source and free, and can be used whenever you want. The operating costs are all supported by the brothers of the foundation.
In this context, the significance of RISC-V for Chinese companies in 2019 is not difficult to understand.
At that time, the domestic semiconductor industry was experiencing sanctions for the first time, and the RISC-V Foundation happened to relocate its headquarters from the United States to neutral Switzerland, due to concerns about possible geopolitical damage. Its free and open-source nature meant that no one could use "national security" as an excuse to restrict others from using RISC-V.
At the beginning of RISC-V's establishment, the only Chinese members of the Foundation were Alibaba, Huawei and the Institute of Computing of the Chinese Academy of Sciences. By 2022, chip enterprises in Chinese Mainland will occupy 12 seats among the 19 senior members of the Foundation.
The spring breeze is like a drum, urging the RISC-V spare tire to turn positive. However, four years have passed, and RISC-V still seems to have not overcome the dilemma of a spare tire.
Ten thousand word long draft of Development of Artificial Intelligence and Intelligent Computing given by Sun Ninghui, an academician of the CAE Member
2024-06-04
Chairman, Vice Chairmen, Secretary General, and Members:
In recent years, the field of artificial intelligence is experiencing an explosive development led by generative artificial intelligence models. On November 30, 2022, OpenAI launched an artificial intelligence chatbot called ChatGPT, which attracted widespread attention worldwide for its excellent natural language generation ability. Within two months, it surpassed 100 million users and immediately sparked a wave of large-scale modeling both domestically and internationally, Gemini、 ERNIE Bot, Copilot, LLaMA, SAM, SORA and other large models have sprung up, and 2022 is also known as the first year of large models. The current information age is accelerating into the development stage of intelligent computing, and breakthroughs in artificial intelligence technology are emerging one after another, gradually empowering thousands of industries and promoting artificial intelligence and data elements to become typical representatives of new quality productivity. General Secretary Xi Jinping pointed out that the new generation of artificial intelligence should be regarded as a driving force to promote technological leapfrog development, industrial optimization and upgrading, and overall productivity leap, and strive to achieve high-quality development.
Foreign media: US chip hegemony is beginning to crumble
2024-05-30
Because semiconductors originated in the United States, the US has a great advantage in the field of chips, possessing many semiconductor basic technologies and patents. Basically, global chip companies cannot do without American technology, which is why chip sanctions can be implemented.
The United States not only imposes chip restrictions on us, but also imposes chip sanctions on Russia after the outbreak of the Russia-Ukraine conflict, which is called the hegemony of American Core. However, news from Russia, SMIC, and Nvidia suggests that the dominance of American chip manufacturers is beginning to crumble!
Under the call of the United States, Russia has been completely blocked, and many technology giants have announced supply cuts. American giants such as Google, Microsoft, Apple, and Oracle have stopped providing services, while chip giants such as Qualcomm and Intel have stopped supplying chips.
Semiconductor manufacturing giants such as TSMC and Samsung have also stopped chip manufacturing in order to make chips unusable in Russia.
Photolithography giant ASML is no exception, despite the backwardness of domestic wafer foundry in Russia, which reportedly only has two chip manufacturing companies - one with a maximum production capacity of 65nm and the other with only 90-250nm - they cannot do without lithography machines.
Photolithography machines are crucial for chip manufacturing, but currently only four companies from three countries in the world can produce lithography machines for chip manufacturing, namely ASML from the Netherlands, Nikon and Canon from Japan, and Shanghai Microelectronics from China.
But the highest process of Shanghai Microelectronics in our country is only 90nm, so lithography machines are purchased from ASML, Nikon, and Canon.
However, after the US imposed sanctions on Russia, both Dutch and Japanese companies are unable to export advanced lithography machines to Russia, and even cannot provide after-sales maintenance. In this situation, Russia can only solve the chip problem by developing its own lithography machine.
Russia naturally understands this very well, as there have been reports indicating that they have started developing lithography machines. Recently, Russian media reported that the situation is indeed the case. Russia has not only made up its mind to develop its own lithography machine, but also completed its first lithography machine.
Russian officials have stated that the first domestically produced lithography machine has been manufactured and is currently undergoing testing to ensure the production of 350nm chips. Although it is only a very mature process, it can still meet the needs of some automotive, energy, and communication industries.
Not only that, Russia also plans to achieve 130nm lithography machines by 2026, followed by 65nm lithography machines.
The reason why Russia is developing lithography machines from 350nm to 65nm is because the demand for chips in this range is still high, accounting for about 60% of the entire market, and the demand for such lithography machines in the global market will be high for at least 10 years.
Besides us, Russia has also joined the competition for lithography machines, causing the situation of lithography machines controlled by the United States to begin to crumble.
Speaking of the second piece of news, recently authoritative market institutions released a global wafer market research report, in which the ranking of wafer foundry giants has changed. TSMC still ranks first in the world, Samsung ranks second, and SMIC ranks third.
For many years, SMIC ranked fifth globally, with occasional changes in third and fourth place for UMC and Gexin. However, in the first quarter of this year, there was a significant change as SMIC's market share suddenly increased, entering the top three globally for the first time.
In terms of revenue, TSMC increased by 12.9% year-on-year in the first quarter, Samsung increased by 2% year-on-year, and SMIC increased by 19.7% year-on-year. SMIC's growth is due to the recovery of the domestic market, and Chinese enterprises are more inclined towards domestic manufacturing.
It is worth mentioning that SMIC has surpassed American company Gexin, indicating that US restrictions cannot stop our chip development.
The third news is that Nvidia has encountered a downturn in the mainland market due to poor sales of the H20 series AI chip specially designed for the mainland market, forcing Nvidia to lower its prices. This is because the US continues to increase restrictions, and Nvidia has modified its AI chip for the second time.
The first modified A800 and H800 had good sales due to their decent functionality, but were soon restricted from shipment by the US. The H20 series, which has been modified again, is not being accepted by mainland manufacturers due to excessive feature castration.
On the one hand, mainland manufacturers are increasing their self-developed AI chips, and on the other hand, they are beginning to purchase domestically produced chips, especially the Huawei Ascend series.
The key point is that the price of the Ascend 910B is similar to that of the Nvidia H20, but its performance is actually better. Therefore, there are not many people interested in buying the H20, and instead they rush to buy the 910B. As a result, the global AI giant Nvidia has had to lower its prices.
From the above three messages, it can be seen that the US chip restrictions have not only failed to achieve their goal of obstruction, but have also aroused the determination of many regions to independently develop breakthroughs. Russia's lithography machines have broken through, and our chips have rapidly risen, while American companies have suffered more losses.
Regarding this, some foreign media directly commented that the dominance of American chips is beginning to crumble, and the restrictions on American chips will ultimately end in failure!
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