It is reported that Yeufang Technology's strategy of focusing on industrial and IoT operations benefited their rapid growth. Jiang Zhaohui sees the opportunity to resolve energy crisis scenarios and assist with more innovative energy options for consumers, enterprises, and industrial organizations. It is also easier to supply the demand for SoC chiplets in focused marketplaces, such as the industrial markets that utilize RISC-V chips in larger quantities.
China X86 Chips Hitting The Market
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Due to the fierce competition in the market for consumer chips, they will focus on cost and then consider functional differentiation and supply chain security. Industrial chips are just the opposite. Customers will first consider supply chain security, then differentiation, and finally, It's a cost advantage.
From the perspective of CPU performance, the CPU performance of NB2 is between Arm Cortex A55 and Cortex A72. It is anticipated that NB2 will eventually replay higher-end Arm Cortex M series chips on the market. However, current software limitations are slowing the process down at this time.
Having studied the rise of the United States, Japan, and Taiwan as industrial giants, China wants to create a richer economy for itself (in terms of depth, breadth, and GDP), and all of its market reforms over the past two decades have aimed at this goal. Provided its economy does not collapse under the burden of the debts it has used to prop up its real estate and manufacturing sectors, China will have the funds to keep investing in itself and learning how to get better at making things like chips.
As we have said before, if you look at the profit pools in the systems market, the only ones really making a lot of money in systems are Intel with its server chips, chipsets, and motherboards, and Microsoft, Red Hat, and VMware with their software. Microsoft gets to double dip with profits from its Azure public cloud, provided there are any. China is not going to knock off these big, US-based software suppliers, but it can make competitive Power or ARM processors and use them internally and export them.
All of this circles back to our thoughts on the Chinese economy. We believe that ARM and OpenPower have the best chances to succeed in the server in China first, and even moreso if the Chinese economy gets weaker. If ARM and Power chips can be brought to market in the 2017 timeframe in volumes and server makers can build systems and the software stack is more mature, what happens if a recession hits in maybe 2017 or 2018? (And there are lots of economists who are thinking a recession can happen around then.) What could happen, if these X86 alternatives offer advantages, is a massive shift to these other architectures as the Chinese governments try to save money while they build out their provincial clouds.
Current U.S. sanctions on China have extended their reach to strike at HPC and sectors such as aerospace, automotive market, and military industry. TrendForce indicates, the market for high-end computing chips (including CPU, GPU, etc.) has borne the brunt of these restrictions at this stage, while those providing related storage such as DRAM and NAND Flash also face potential supply disruption. At present, this not only includes domestic companies in mainland China but also extends to related US-based suppliers. Among them, server companies that rely on high-intensity computing will face greater scrutiny.
Huawei and Sugon, two companies that have received attention at this stage due to the US ban, have previously withdrawn from the x86 server market and turned into cloud business providers and whole server delivery has been transferred to other domestic OEMs and outsourced computing power leasing, so as not to be affected by sanctions. However, due to the previous CPU ban, Sugon has turned to AMD to obtain authorization for localized chips, which may be significantly curtailed by this ban. In 2022, Sugon's market share in the overall server market will be approximately 2.3% and 8.5% of the Chinese market.
(Reuters) - Silicon Valley startup SiFive Inc on Tuesday launched three new products aimed at the automotive market, which is emerging as one of the hottest areas for chip makers with electric and self-driving cars expected to boost the number of chips needed.
1. Licensing deal with Tianjin: AMD will license its x86 processor and SoC technology to a newly formed JV with China based Tianjin Haiguang Advanced Technology Investment Co. In exchange, AMD will receive a licensing fee of $293 million (spread out over multiple payments that are contingent on the joint venture hitting certain milestones) plus royalties on sales of any chips developed by the venture.
Yangtze Memory Technologies Corp (YMTC) is a Chinese semiconductor integrated device manufacturer specializing in flash memory (NAND) chips. Founded in Wuhan, China in 2016, the company received backing from Tsinghua Unigroup. Prior to YMTC, China had no company capable of producing flash memory. Its consumer products are marketed under the brand Zhitai.
HiSilicon is reputed to be the largest domestic designer of integrated circuits in China.[33] In 2020, the U.S. instituted rules that require American firms providing certain equipment to HiSilicon or non-American firms who use American technologies that supply HiSilicon to have licenses[34] and Huawei announced it will stop producing its Kirin chipset from 15 September 2020, onwards.[35] HiSilicon has since been overtaken by Chinese rival UNISOC in terms of mobile processor market share.[36]
The company was founded in 1969 by Jerry Sanders and a group of other technology professionals. AMD's early products were primarily memory chips and other components for computers. The company later expanded into the microprocessor market, competing with Intel, its main rival in the industry. In the early 2000s, AMD experienced significant growth and success, thanks in part to its strong position in the PC market and the success of its Athlon and Opteron processors. However, the company faced challenges in the late 2000s and early 2010s, as it struggled to keep up with Intel in the race to produce faster and more powerful processors. In the late 2010s, AMD regained some of its market share thanks to the success of its Ryzen processors which were well-received by consumers and reviewers. AMD's processors are used in a wide range of computing devices, including personal computers, servers, laptops, and gaming consoles. While it initially manufactured its own processors, the company later outsourced its manufacturing, a practice known as going fabless, after GlobalFoundries was spun off in 2009.
AMD's main products include microprocessors, motherboard chipsets, embedded processors, graphics processors, and FPGAs for servers, workstations, personal computers, and embedded system applications. The company has also expanded into new markets, such as the data center and gaming markets, and has announced plans to enter the high-performance computing market.[citation needed]
Beginning in 1982, AMD began volume-producing second-source Intel-licensed 8086, 8088, 80186, and 80188 processors, and by 1984, its own Am286 clone of Intel's 80286 processor, for the rapidly growing market of IBM PCs and IBM clones.[11][53] It also continued its successful concentration on proprietary bipolar chips.[54] In 1983, it introduced INT.STD.1000, the highest manufacturing quality standard in the industry.[13][48]
By mid-1985, the microchip market experienced a severe downturn, mainly due to long-term aggressive trade practices (dumping) from Japan, but also due to a crowded and non-innovative chip market in the United States.[60] AMD rode out the mid-1980s crisis by aggressively innovating and modernizing,[61] devising the Liberty Chip program of designing and manufacturing one new chip or chipset per week for 52 weeks in fiscal year 1986,[48][62] and by heavily lobbying the U.S. government until sanctions and restrictions were put in place to prevent predatory Japanese pricing.[63] During this time, AMD withdrew from the DRAM market,[64] and made some headway into the CMOS market, which it had lagged in entering, having focused instead on bipolar chips.[65]
AMD had some success in the mid-1980s with the AMD7910 and AMD7911 "World Chip" FSK modem, one of the first multi-standard devices that covered both Bell and CCITT tones at up to 1200 baud half duplex or 300/300 full duplex.[66] Beginning in 1986, AMD embraced the perceived shift toward RISC with their own AMD Am29000 (29k) processor;[67] the 29k survived as an embedded processor.[68][69] The company also increased its EPROM memory market share in the late 1980s.[70] Throughout the 1980s, AMD was a second-source supplier of Intel x86 processors. In 1991, it introduced its own 386-compatible Am386, an AMD-designed chip. Creating its own chips, AMD began to compete directly with Intel.[71]
In February 1982, AMD signed a contract with Intel, becoming a licensed second-source manufacturer of 8086 and 8088 processors. IBM wanted to use the Intel 8088 in its IBM PC, but its policy at the time was to require at least two sources for its chips. AMD later produced the Am286 under the same arrangement. In 1984, Intel internally decided to no longer cooperate with AMD in supplying product information to shore up its advantage in the marketplace, and delayed and eventually refused to convey the technical details of the Intel 80386.[95] In 1987, AMD invoked arbitration over the issue, and Intel reacted by canceling the 1982 technological-exchange agreement altogether.[96][97] After three years of testimony, AMD eventually won in arbitration in 1992, but Intel disputed this decision. Another long legal dispute followed, ending in 1994 when the Supreme Court of California sided with the arbitrator and AMD.[98][99]
Llano was AMD's first APU built for laptops. Llano was the second APU released,[124] targeted at the mainstream market.[123] It incorporated a CPU and GPU on the same die, as well as northbridge functions, and used "Socket FM1" with DDR3 memory. The CPU part of the processor was based on the Phenom II "Deneb" processor. AMD suffered an unexpected decrease in revenue based on production problems for the Llano.[125] More AMD APUs for laptops running Windows 7 and Windows 8 OS are being used commonly. These include AMD's price-point APUs, the E1 and E2, and their mainstream competitors with Intel's Core i-series: The Vision A- series, the A standing for accelerated. These range from the lower-performance A4 chipset to the A6, A8, and A10. These all incorporate next-generation Radeon graphics cards, with the A4 utilizing the base Radeon HD chip and the rest using a Radeon R4 graphics card, with the exception of the highest-model A10 (A10-7300) which uses an R6 graphics card. 2ff7e9595c
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