I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby.
This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
This is what companies with high demand for chips do because they want to cut costs by cutting the man in the middle which is the fabless chip company like Nvidia. There is a lot of agility and cost saving to be gained from in sourcing
I’m considering moving my family to China to be proximate and to witness the next rise of a superpower. I was too young for the 80’s US computer boom, and in collage for the .com one. The Web 2.0 rise only produced a small handful of winners. China seems boundless.
Are the custom chip designs giving them substantial benefits to balance out the overhead, no to mention many companies potentially duplicating the same effort ?
I would expect electric vehicle companies to compete on better batteries, motors and vehicle construction, not necessarily on having better chips in the vehicle, with maybe the exception of some gains on motor controllers or safety features.
I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
This is what companies with high demand for chips do because they want to cut costs by cutting the man in the middle which is the fabless chip company like Nvidia. There is a lot of agility and cost saving to be gained from in sourcing
I’m considering moving my family to China to be proximate and to witness the next rise of a superpower. I was too young for the 80’s US computer boom, and in collage for the .com one. The Web 2.0 rise only produced a small handful of winners. China seems boundless.
Are you Chinese, or do you just think it’s an easy thing to change worlds?
Isn't everyone's dream to move their family to the perceived next superpower /s
May you live in interesting times and gain the attention of powerful people
there's some thing between supa-power and sign-language I guess
Make sure to report back and let us know how you get on.
Mainland or HK?
Are the custom chip designs giving them substantial benefits to balance out the overhead, no to mention many companies potentially duplicating the same effort ?
I would expect electric vehicle companies to compete on better batteries, motors and vehicle construction, not necessarily on having better chips in the vehicle, with maybe the exception of some gains on motor controllers or safety features.
China still doesn’t have EUV. How will they make competitive chips? Is TSMC allowed to make them?
Who says you need EUV? I assume these will be model on chip not general purpose like GPUs. Hence you can get crazy performance even with larger dies.
Can you be competitive with DUV? They are pushing it to the limit, but will it make sense?
TPUs are on the 7nm node. I assume that this what their chips will be like.
China has EUV.
Source?
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