The Truth about China’s Latest AI Chips

Let me know what you think and please share this video with those who might be interested !

lalala the us had better see the competition in china is real.

let Africa close its borders for 1 year and see how the chip business goes. People think these chips pop up out of thin air

7:05 I don't think they want to use particle accelerators per se (which they already do for ion implantation), they want to use free electron lasers, which are a special adaptation of an electron accelerator. It has been technically possible for 40 years, it's just been a question of economics. Now that a handful of xray free electron lasers have been in use for about a decade (e.g. SwissFEL, XFEL, etc.), the industry can consider incorporating such a system into a litho facility and not go broke trying to fix fundamental issues with the FEL itself.

So who’s chip did HuaWei rip off?😮

They are also engaging new minds? So new thiughts.
China has nithing to lose, only to gain?

The only hurdle left for China is making 5nm, after that no longer need Taiwan semi and US no longer can contain China in technology.

China leads the world in photonic chips R&D and is expected to start rolling them out for mass production within the next 3 years.
This will practically render current chip tech obsolete.

Anastasia are you wearing Cartier Santos watch?

🎯 Key Takeaways for quick navigation:

00:00 🤖 Restrictions on Critical Semiconductor Manufacturing Equipment
– Overview of the economic competition between the US and China regarding semiconductor technology.
– Restrictions on the most critical semiconductor manufacturing equipment produced by companies like ASML, LAM Research, KLA.
00:29 🧠 Domestic Developments of Advanced AI Chips in China
– The US restrictions have stimulated domestic developments of advanced AI chips in China.
– Companies like Huawei, Alibaba, Meta X, and various startups are developing their own AI chips to compete with NVIDIA GPUs.
01:28 🛠️ Challenges in Designing, Manufacturing, and Software for New Chinese AI Chips
– Designing chips without the use of American EDA tools like Synopsys and Cadence is a challenge.
– Manufacturing capabilities and capacity at SMIC are limited compared to TSMC.
– Developing software stacks to efficiently utilize the new hardware is a key challenge.
03:21 🐯 Huawei's 910B GPU: Powerful but Facing Challenges
– Huawei's 910B GPU is a competitive AI GPU, with higher performance than NVIDIA's H20 GPU.
– However, Huawei is facing challenges in manufacturing capacity and software optimization.
– SMIC's limited capacity may not be able to meet the high demand for the 910B GPU.
05:06 🏭 Challenges in Manufacturing and Packaging for Chinese AI Chips
-MIC's limited manufacturing capacity and access to advanced lithography tools like EUV are obstacles.
– Chinese companies are exploring alternative techniques like using particle accelerators for lithography.
– Developing high-bandwidth memory solutions is another critical challenge.
07:46 🤖 Software Stack Development: A Key Challenge for Chinese AI Chip Companies
– Building a software stack from scratch to efficiently utilize the new hardware is a major challenge.
– Companies like Huawei and Biren are investing in developing their own software stacks.
– Compatibility with existing platforms like NVIDIA's CUDA is also an important consideration.
09:56 🔍 Biren's BR100 GPU: Promising but Facing Limitations
– Biren's BR100 GPU was considered one of the most competitive in China, with performance comparable to NVIDIA's latest GPUs.
– However, the company faced challenges with the advanced packaging technology required for their design.
– TSMC's suspension of manufacturing the BR100 due to export regulations has forced Biren to pivot their design.
11:42 🆕 Other Chinese AI Chip Startups and Their Efforts
– Startups like Intelifusion and Hygen are developing new AI chips, some of which claim compatibility with NVIDIA's platforms.
– These startups face challenges in securing manufacturing capacity, which is likely prioritized for Huawei.
13:30 🔜 Future Outlook: China's Potential for Domestic AI Chip Development
– Despite the current challenges, the author is confident that China will overcome the manufacturing and software hurdles in the next 5 years.
– This could lead to China's ability to domestically design and manufacture AI chips capable of training large language models similar to GPT-4.

Made with HARPA AI

Why waste your valuable time making this video. YouTube are for loafers. Apply to join Huawei or China Academy of Scientists who need chip design engineers

Westerners constantly underestimate the Chinese. Time and again, the Chinese have proven that they can overcome any obstacle the West throws at them.

When it comes to lithography, DUV/EUV cannot be the only technology that gets the job done. As a physicist, I know that the universe is not so limited. If it's not particle beams, it'll be something else the Chinese can innovate.

China has a vast pool of scientific and engineering talent that completely dwarfs the United States. Let's not be so smug.

The problem that China faces is lithography. Without EUV, SMIC is limited to multi-patterning. Intel ran into problems at 10nm because multi-patterning was difficult to use and reach high yield. The most recent Huawei mobile processor had very significant yield issues because of massive multi-patterning. China may develop other technologies to rival ASML. I hope that they do. There have been many different "light" sources for lithography. These include x-ray, direct write E-beam, etc. The only one that is in use today uses a plasma from molten tin being hit by a high power laser. This is EUV.

Greedy Americans!

Stasi secret police https://www.youtube.com/watch?v=YGv6uo89yMY

Anastasi were also a fascinating Indian tribe in New Mexico that mysteriously left their homes for no apparent reason.

Nothing is impossible even cloning of Animals is successful.
Now Yellan is in China begging China to slowdown on EV production's.
Huawei was victimized by sanctions because of its fast growing dominance that makes US and Western countries afraid. Likewise, TikTok is also suffers the same faith.
Everything from China became a national thread to this inferior complex US and Western countries.
Crane at Ports, Garlic 🧄, cotton, solar panels, wind turbine and even students these losers Imperial Colonial pirates are afraid of.😅😂

As far as I know they don't depend on ASML for lithography machines anymore, they've produced their own…

China doesn't need a faster chip than Nvidia, if they just produce enough of what they already know how to make and run them in parallel.

China makes its own EDA Tools. Bye Bye Synopsis & Cadence! Yangtze's memory is doing quite well. TK!

Excellent video and information as usual. Bravo Zulu. However, allow me to indulge a bit. The China angle reminds me of a sore spot concerning western innovation and China somehow catching up in a short span of time, relative to the West’s long, costly, and hard-won innovations and advancements, with resultant national pride and inspiration for future generations. Simply put…why the western world allowed a pure hardline communist country to be admitted into the WTO ~22 years ago, favored nation status, and granted access to western finance, technological know-how, and all other critical innovations of the western world, is beyond comprehension. Thinking China would somehow become this democratic utopia and leave the communist ideology after it tasted the good fruit of Capitalism. Ultimately, as predicted by wiser minds, China militarized their good fortune at a break neck pace while ignoring international protocol/agreements along the way, hardening their stance as a hardline communist nation, and smiling while brazenly doing it (Spratly Islands anyone?). Fascinating really.

They should have been left the dirt road country they were and let them figure it out on their own at a pace commensurate with becoming a global partner by hard work and a genuine desire to disengage from communistic ideologies, or be left behind. That’s the price of communism. Tough global love if you will. Left alone, the Chinese people could have forced change while seeing the western world fly by as they lived in the past. But no … cheap labor (a.k.a. enslavement of their own people) and cheap products (both in price and quality, .99 cent stores, Walmart, Amazon, etc., and EU equivalents) for western nations’ consumption, in order to allow huge global corporations to become far richer and politically powerful at the expense of global peace and stability (Multistakeholder Concept = Marxism … thank you WEF Klaus ‘you will own nothing and like it’ Schwab … Lucifers spawn and consummate hypocrite … little man).

This short sighted and demented thinking has allowed these hardline communists to translate immense access to western financial and technological prowess, into military capabilities with a feverish quest for world domination. Period. The Chinese domestic success they extol to the world, gained by the same treachery on both sides, is just a front for the foul deeds behind the red curtains. Yes. President for life Xi (a.k.a. Tyrannical Dictator) has no intentions of being a multinational/multistakeholder (Schwabism) global partner nor play fair in the tech business arena, or any arena for that matter. Restrictions? “How much do they want for it?” If that doesn’t work? Steal it. The West’s response? “We don’t see anything”. Gotta keep that cheap labor and products flowing ya know.

Since WTO entry, China has abused that privilege by using the best parts of capitalism, and disregarding the parts that all nations must abide by. Clearly giving them a significant advantage and a major reason for their astronomical growth in such a short time span. Again, what did the West do? Turn the other cheek. Lovely. They steal, buy illegally, extort western companies to give proprietary technical knowledge in exchange for permission to do business in China, receive technology that is restricted but accessed by treacherous citizens of western nations, for monetary gain, etc., etc. Communists never play by the rules. They laugh at our naivete' and marvel at it at the same time.

It has been immensely irresponsible of western global leaders to have allowed this, and without doubt we see the results, and it will not get any better. It's too late. Ironically, it will be too late when China and other bad actors bear the rotten fruit of AI abuse in their quest for global domination. Well under way actually. Global domination is their goal, such as it is for the western Great Reset/NWO cabal. Not competition and growth achieved by fair means to benefit mankind. Of course not. Though no saints themselves by any measure, the western powers' Great Reset/NWO cabal are going to regret letting the Chinese into the first-world-country family fold to be sure, if they are not already wringing their collective old uber-rich fossil hands as they see the monster they created. Alas, we will all pay for it in the not-too-distant future. We ignore at our own peril. Sad indeed. Take care all.

“Today the House of Representatives has taken an historic step toward continued prosperity in America, reform in China, and peace in the world. . . it will open new doors of trade for America and new hope for change in China.”

Bill Clinton, U.S. President

That didn’t age well … 🤔

Other than that … things are going pretty good. 😬

China is 20 years behind the US. This is propaganda

I believe these will be overcome eventually. These Chinese chips may not be the fastest or most efficient energy wise, but it is not like these 'quasi state owned' enterprises are in a hurry to offer comparable ROI to their shareholders.
By stopping western chip and equipment makers from offering Chinese customers their best products, it will only foster the accelerated development on the local makers with the support of the state. The Chinese AI companies are 'forced' to go local as the reliance on foreign chips and designs carries far greater risks should they become unavailable. They learnt this the hard way when the chips sanctions came online. Don't think they will make the same mistake twice.

Just FYI, the H in Huawei is not silent. It is "HWA-WEI", not "WAH-WEI". I have no idea why Westerners think the H is silent. I suspect it's because Cantonese pronounce it that way. But in Mandarin, the H is voiced clearly. I am a native Mandarin speaker.