humanspiral@lemmy.ca to Hardware@lemmy.worldEnglish · 24 days agoHuawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72semianalysis.comexternal-linkmessage-square4fedilinkarrow-up111arrow-down10
arrow-up111arrow-down1external-linkHuawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72semianalysis.comhumanspiral@lemmy.ca to Hardware@lemmy.worldEnglish · 24 days agomessage-square4fedilink
minus-squarehumanspiral@lemmy.caOPlinkfedilinkEnglisharrow-up1·edit-224 days agoOTOH, they should be able to improve yield over time. Certainly will get free money to throw at yield improvement. They are reporting 40% yield for 910C chip, and profitability, on feb 25. Enough to increase production capacity if national importance. https://www.digitimes.com/news/a20250225PD224/huawei-ascend-ai-chip-yield-rate.html#%3A~%3Atext=Yield+improvement+and+profitability+milestone%2Cprofitable+for+the+first+time. improvement from 20% yield in just 6 months.
minus-squareAlphane Moon@lemmy.worldMlinkfedilinkEnglisharrow-up2·24 days agoI am sure SMIC will improve, but based on the article in your OP, 910C was fabbed (exclusively) by TSMC via some sort of scheme to work around sanctions?
minus-squarehumanspiral@lemmy.caOPlinkfedilinkEnglisharrow-up2·24 days agowasn’t exclusive. But they got a lot of extra ones from “schemes”.
OTOH, they should be able to improve yield over time. Certainly will get free money to throw at yield improvement.
They are reporting 40% yield for 910C chip, and profitability, on feb 25. Enough to increase production capacity if national importance.
https://www.digitimes.com/news/a20250225PD224/huawei-ascend-ai-chip-yield-rate.html#%3A~%3Atext=Yield+improvement+and+profitability+milestone%2Cprofitable+for+the+first+time.
improvement from 20% yield in just 6 months.
I am sure SMIC will improve, but based on the article in your OP, 910C was fabbed (exclusively) by TSMC via some sort of scheme to work around sanctions?
wasn’t exclusive. But they got a lot of extra ones from “schemes”.