Foreign media chip shipment events reversed
The reversal of chip shipments has arrived.
After the change in chip rules meant that more than 4,000 chip semiconductor companies around the world could not ship freely, the United States, Japan and the Netherlands also signed a tripartite agreement to further restrict the shipment of advanced semiconductor products.
Japan announced that it would restrict shipments of 23 types of semiconductor products, and the Netherlands also announced that it would cooperate with the United States to carry out shipments of related semiconductor products.
Therefore, when the Huawei Mate60Pro went on the market, ASML announced that it had received permission to continue shipping the 2000i and other lithography machine models.
Samsung, SK hynix and others have been granted permanent exemptions, and TSMC is also applying for permanent exemptions.
Most critically, the United States plans to continue shipping chips and other products to the country, with the exception of high-end chips.
But the latest news is that Nvidia will continue to ship special edition chips.
The United States first restricted Nvidia from shipping high-end AI chips such as A100, and Nvidia replaced it with products such as A800, and then A800 chips were also restricted from shipment.
Huawei's Ascend 910B chip has been confirmed, and Nvidia has also reached a message, saying that it will continue to ship special chips to China, and it is expected that there will be three, which are more neutral versions of A800 chips.
According to the news released by iFLYTEK, it can be seen that Huawei's Ascend 910B chip is comparable to Nvidia's A100 chip in AI and other aspects, and it has already cooperated with Huawei.
Domestic manufacturers have begun to use Huawei's Ascend 910B chip to replace Nvidia A100 and other products.
Therefore, foreign media said that the chip shipment incident has reversed, and more and more manufacturers are shipping ideas and accelerating shipments.
For example, after the signing of the tripartite agreement, ASML accelerated the shipment of domestic lithography machines, which was only 8% in the first quarter.
In the second and third quarters, there was a significant increase, and the proportion increased to %.
ASML said it will ship 5.5 billion euros of domestic lithography machines this year, accounting for more than 20%, and has shipped more than 5.2 billion euros so far, and is optimistic about its Chinese business in 2024.
TSMC has accelerated the domestic shipment of AI chips since the beginning of the year, and ZTE Microelectronics' chip orders alone have doubled, and Wei Zhejia also led a team to visit domestic customers, with the goal of getting more orders and shipping more chips.
Naturally, the chip shipment incident reversed, mainly because Huawei was able to make a breakthrough in conjunction with the second industry, catching up with the domestic manufacturing of chips such as Kirin 9000s.
The emergence of Hongqiao 900 and Tengsheng 910B chips further proves the breakthrough in the production of domestic semiconductor chips, and a large number of advanced process chips are manufactured in China, and the production capacity is still the best.
TSMC's Zhang Zhongmou suddenly reversed course and openly supported the United States in launching a chip war against ChinaIntel's CEO said that if there is no chip orders from domestic manufacturers, it is useless to build the world's largest wafer foundry.
Xu Zhijun announced that Huawei's wafer self-sufficiency rate has reached 70%, and called on domestic manufacturers to use more domestic wafers and other products to promote the development of the national industrial chain.
This means that our country must have more advanced chip technology.
The key is that SMIC also announced that the wafer expansion has been basically completed, and it is expected to reach a monthly output of more than 100 million chips by the end of this year, and dare to compete with international leading manufacturers in chips that have been mass-produced.
You must know that SMIC has already completed the 7nm R&D task and mass-produced N+1 chips similar to the 7nm process, and the 5nm R&D task has begun to take shape.
ASML also insists on shipping lithography models such as 2000i in China, which can reduce the chip process to 5nm, and the results can be imagined. Therefore, the chip giants have the idea of domestic shipments.