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Jensen Huang says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (www.tomshardware.com)
submitted 4 months ago by to c/technology@lemmy.world
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[–] 34 points 4 months ago (8 children)

All this means is that China is now spinning up their own lithography machines so you'll eventually be able to buy a 512GB stick of DDR5 on Alibaba for $8 + $20 shipping.

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  • [–] 2 points 4 months ago (6 children)

    ASML makes the machines and they're restricted from exporting to China. Does China have the capability to make comparable ones itself?

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  • [–] 19 points 4 months ago* (1 child)

    A lot of companies make lithography machines, ASML just makes the best ones.

    As of 2023, China has domestic companies who have made 28nm process nodes: https://www.tomshardware.com/news/chinas-first-28nm-capable-scanner-to-be-delivered-by-end-of-2023

    This was top of the line around 2010. So in consumer tech terms: Apple's A7 SoC (iPhone 5S, iPad Air), Intel Sandy Bridge/AMD Bristol Ridge and DDR3 RAM .

    They have better machines in production, they just cannot manufacturer them domestically. Using those machines they're producing:

    • 14nm (2014-2019 era, Intel Broadwell-Coffee Lake, Ryzen 1000/2000, DDR4), Mass produced by SMIC
    • 7nm (2018-2021, Apple A12/A13, AMD Ryzen 3000/5000, faster DDR4), Limited production at SMIC
    • 5nm (2020-2023 iPhone 12-15, AMD Zen4, DDR5-4800), currently in development/low yields ~20%

    They do not have any EUV (sub-5nm) capacity domestically.

    China isn't that far behind current generation chips and most people are probably using devices with 14/7nm chips in them due to the AI bubble eating up all of the newest process chips and driving prices out of reach of consumers.

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  • [–] 10 points 4 months ago*

    Those are the entirelly the predictable consequences of America getting away with blocking the sale of such machines to China.

    What the fuck did those strategically inept morons expected: that a country the size of China which trains TONS of Engineers would in an area were progress has actually slowed down a lot just give up and go "yeah, we'll yield to the will of America and accept that our future is making plastic gadgets" rather than try to catch up to a competition that's barelly moving forward???

    Maybe the brainrot of Racism and Nationalism made those acephalic idiots think that Chinese are somehow inherently inferior to "our people" and couldn't possibly figure out by themselves how to progress in the area of chip making.

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  • [–] 3 points 4 months ago (1 child)

    how long is Europe going to continue to do US policy just to screw China while being directly threatened and witnessing the US lose a war in Iran?

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  • [–] 2 points 4 months ago

    Europe can't do shit unless we cut ties with US tech. Reality is, we can't antagonize Pedonald too much, or he will cut us off. Companies and governments are still too dependent on Microsoft and other US tech. Without access to that, they would be fcked.

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