You are right on the money. China is led by engineers unlike the US is led by lawyers. The outcome is very different: engineers solve problems and improve life quality. The lawyers make arguments and sue people for money.
@yaoypl Lawyers and sales people are commission paid. This is the mindset they get from the uni. They are not interested in solving the problem. They are interested in keeping the problem unsolved so they collect even more commission. And this is one of the reasons the US parliament has become dysfunctional.
Actually, US decline is not as this fast. But the sanction force China to be self sufficient and thus US decline has speeded up. All the problems faced by US are self inflicted.
best part : 4:12 : let me remind you China is led by Engineers unlike the US which is led by lawyers and traders so that task of replicating AI chip was a kind of a task that China is exceptionally good at. worst part: "can of worms" - to create a situation that causes a lot of problems when it starts to be dealt with? some say problems... many, many, others say opportunities?
I think you are slightly out of date. This Huawei chip is the 3rd iteration and the previous 910B has been in production and sold. Huawei and several other chip designers in China have AI chip design but no one to make them until SMIC developed the 7nm process. You can make AI chips with any process, 7nm or 4nm, the difference is power consumption and processing power. The problem is a commercial one, power vs price. If this was for military use only, they could build very large inefficient server farms that still does the job. The issue is a commercial one. And AI applications can run on analog chips or process in memory chips. AI chips design is not cutting edge, it is more like matured tech looking for improvements. And ASML is not the only producer of lithography machines, just the most advanced ones. China has its own litho producer.
China is fortunate to have the best government in the world, the CPC government. China is also fortunate to have the best opposition party in the world, the USA which force the CPC government to excel and perform at maximum capacity.
The day where China can mass produce advance AI chip and x86 cpu at half of the price is near... That day will be the beginning of the end for Intel, AMD, Nvidia, Qualcomm etc
China might be making AI chips with bigger circuits and use more energy. But that is not a huge problem with China making the most of the solar panels and producing more renewable energy than any other country.
@cfwin1776 This will be a problem in the future, when compute will be moving to the edge. Basically inference will be done not in data centers, but in devices (e.g. robots). But this is not going to happen en masse in the next few years, so China has time to improve.
I'm hearing their A.I photonic chips are only 3 years away from mass production. They even have a pilot production line for mass producing these chips in Shanghai that has been operating since last year. Probably already producing these chips for their military.
The math and architecture behind matrix multiplication isn't s secret. China has the fab capabilities already to make chips. They simply had to upgrade their tech a little bit. They hadn't been state of the art before because they didn't need to. I'm no China supporter, but this is kind of common sense.
@n8works Many key components they didn't have (lithography, optics, and many other equally important things). The equivalent of CUDA that they have is still very backward. And the key thing here was that because of the speed of the change in this industry, you can't be 5 years behind (you would be like a diplodocus). This is why first contact and attention were invented by Google, not by Baidu. The most gap you can afford is a year or two. And the winner takes it all.
Can of worms? It is the hope and dreams of the non “golden billion” to live a better life. You think Zuck, Altman, or Musk is going to do that? Black Rock?
I think a better way to explain chip making is this. carving a detailed level view of the city maps of nyc and california on a grain of sand by hand with a needle. Imagine all the instruments and meds you would need to accomplish such a feat. Then you would need all the down stream suppliers that make the instruments and meds.
I have predicted this! Watch out, I think this is just the beginning. China has been working on semiconductors for decades, much of it I believe under the public radar, like a business secret on a massive scale. What surprised me is that Alibaba now has an advanced AI chip. I knew that Alibaba was developing microchips but didn't know that they could already match Huawei.
this is not China first AI chip, Huawei is the 3rd company in China to make AI chip, Huawei itself has release 310, 510, 610, 910, 910A, 910B, and now 910C, making this the 7th chip and the 4th high performance AI chip they released. these chip are usually sold as part of a server.
@Scriptor, you were wrong! Just because you cannot do it, does not mean China's 1.4 billion cannot find a way. China will find a way to create their own AI Chips. Never bet against China with its 1.4 billion smart and hard working people. Your show is a joke😂
Great content. Do you know about the quantum network in China from Beijing to Shanghai? That is scarier than the quantum chip. It means that China can eventually transmit data and they cannot be hacked. Would love to see what you can find out about this.
If Biden tech sanctions help CN tech development, then the CN govt should ban use of advanced US chips in the country Necessity is the mother of innovation.
You don't understand about AI chip. AI chip is just a chip that capable to do matrix computation fast. In general purpose processor the arithmetic logic unit (ALU) only capable processing 2 variable (64 bit variable for 64 bit processor) at one time.
AI is the new real estate in China now. Unlimited amount of funding. for both application and GPU development. According to the feedback from the implemented computer centre. The Chinese computational GPU is about 70% of Nivida offering. but you can scale up to make up the performance difference.
@rogersliu1200 The question is how they do scaling and parallel computing in the absence of CUDA. They do have home-made equivalents, but how good they are remains an open question.
Huawei has successfully developed 3nm chips already by using just the DUV machines with SDQP technology. Do keep a close eye on the next flagship Mate 70 Pro from Huawei.
Maybe not now but very very soon....i remember ASML ceo said 1 year ago really can China build photolithograph machines ......🤣🤣🤣🤣🤣 Yes they can and better....🤣🤣🤣🤣🤣
@PIT72100 Yes, this is all about time. The question is, by the time China gets the technology, will the West be somewhere far away? The speed of tech progress accelerates almost exponentially.
china is 1.43 billion population... With ageing population and its demographic decline in past 8 years... 2024 is china dragon baby boom which will lead a little surplus in it population a bit sign of a relief compare to its mortality rate surging up.. China engineering graduates 1.3 million yearly... Also there are over 45,000 chinese student purchasing engineering undergraduate, 40,000 master student'd and 36,000 phd holdersholders in STEM feilds in USA which mostly like will return back to china... Even if 20% of that student get jobs in usa firms even 1% of them involve in espoinage.. It can easily overcome its technology barriers as it is already a manufacturing hub..
![BLACK BAG - Official Trailer [HD] - Only in Theaters March 14](http://i.ytimg.com/vi/Du0Xp8WX_7I/mqdefault.jpg)
You are right on the money. China is led by engineers unlike the US is led by lawyers. The outcome is very different: engineers solve problems and improve life quality. The lawyers make arguments and sue people for money.
China is led by the West. Whatever the West does, China does it too.
@yaoypl Lawyers and sales people are commission paid. This is the mindset they get from the uni. They are not interested in solving the problem. They are interested in keeping the problem unsolved so they collect even more commission. And this is one of the reasons the US parliament has become dysfunctional.
Yes, so true - good comment
How many lawyers does it take to change a light bulb?
@dimelo3027 An infinite number
Actually, US decline is not as this fast. But the sanction force China to be self sufficient and thus US decline has speeded up. All the problems faced by US are self inflicted.
@liamporter1137 I would call it an inconsistent policy.
Yes, true
@@Scripter_storytoo many US "cooks" spoiling the political soup.
@@Scripter_story to be expected when the patients are running the lunatic asylum. 😂
the US politicians still live in the times of cold war. but the space time is different.
@JackieUUU It is a familiar trope that is easy to use.
Yes indeed - you are right
the world should celebrate because CHINA will make it affordable!!
@sguser65 That is true.
best part : 4:12 : let me remind you China is led by Engineers unlike the US which is led by lawyers and traders so that task of replicating AI chip was a kind of a task that China is exceptionally good at. worst part: "can of worms" - to create a situation that causes a lot of problems when it starts to be dealt with? some say problems... many, many, others say opportunities?
@michaelluger2127
I was sceptical about the worms, too))
I think you are slightly out of date. This Huawei chip is the 3rd iteration and the previous 910B has been in production and sold.
Huawei and several other chip designers in China have AI chip design but no one to make them until SMIC developed the 7nm process.
You can make AI chips with any process, 7nm or 4nm, the difference is power consumption and processing power. The problem is a commercial one, power vs price. If this was for military use only, they could build very large inefficient server farms that still does the job. The issue is a commercial one.
And AI applications can run on analog chips or process in memory chips. AI chips design is not cutting edge, it is more like matured tech looking for improvements.
And ASML is not the only producer of lithography machines, just the most advanced ones. China has its own litho producer.
Nvidia is started by Chinese.. ... USA is screwed
He’s from Taiwan but I agree the US empire is on its last legs
@@sladewilson377He's from China do your research
@@sladewilson377Go do your research and you will find Taiwan is part of China, not what you've heard from western mainstream propaganda.
@@sladewilson377 Taiwan is China.
The chip in question is called Ascend 910C.
Thank you, GANGSTER for giving China no choice but to do it oneself no matter what.
At least Huawei's AI chip is cheaper than NVIDIA's.
Well, it's too early to talk about the price. We haven't seen the chip yet.
@@Scripter_story
Case study: Chinese EVs. 😂
China is fortunate to have the best government in the world, the CPC government. China is also fortunate to have the best opposition party in the world, the USA which force the CPC government to excel and perform at maximum capacity.
@nmew6926 There are different thoughts about it, but I can see the logic of your point.
The day where China can mass produce advance AI chip and x86 cpu at half of the price is near... That day will be the beginning of the end for Intel, AMD, Nvidia, Qualcomm etc
@Rubicon365 Perhaps, you are right.
Hopefully soon, I can get 2 4090”s
China has the massive advantage of mainstreaming their chips by integrating them into everything they manufacture.
Western chip producers are doomed.
8月13日，据媒体报道，华为即将推出新一代AI芯片“升腾910C”。报道称，该芯片性能可媲美NVIDIA的“H100”，并计划最快于10月向客户交付。据悉，字节跳动、百度、中国移动等公司均有意洽购，预计订单量将超过7万颗。
@weimingfeng2284, 正如你所提到的，这是我所指的新闻
China might be making AI chips with bigger circuits and use more energy. But that is not a huge problem with China making the most of the solar panels and producing more renewable energy than any other country.
@cfwin1776 This will be a problem in the future, when compute will be moving to the edge. Basically inference will be done not in data centers, but in devices (e.g. robots). But this is not going to happen en masse in the next few years, so China has time to improve.
I'm hearing their A.I photonic chips are only 3 years away from mass production.
They even have a pilot production line for mass producing these chips in Shanghai that has been operating since last year.
Probably already producing these chips for their military.
The math and architecture behind matrix multiplication isn't s secret.
China has the fab capabilities already to make chips. They simply had to upgrade their tech a little bit. They hadn't been state of the art before because they didn't need to.
I'm no China supporter, but this is kind of common sense.
@n8works Well, that true - matrix multiplication is easy, But only until the point you need to scale it and make it energy efficient.
@@Scripter_story yes, but it's not like they had to build chip manufacturing supply chains from scratch either. Right?
@n8works Many key components they didn't have (lithography, optics, and many other equally important things). The equivalent of CUDA that they have is still very backward. And the key thing here was that because of the speed of the change in this industry, you can't be 5 years behind (you would be like a diplodocus). This is why first contact and attention were invented by Google, not by Baidu. The most gap you can afford is a year or two. And the winner takes it all.
@@Scripter_story ok.
Not a China supporter?.....................................why not?...........................love 'n peace..u.k.
Can of worms? It is the hope and dreams of the non “golden billion” to live a better life. You think Zuck, Altman, or Musk is going to do that? Black Rock?
AWESOME FOR HUAWEI & MOTHERLAND, CHINA ALL THE WAY!👍🏼🤣🌏☮️🙂❗️
China is tightening rare earth minerals for export.
@Mar-ec7et Well, nothing new here. China has been threatening to do this for years.
Latest: China banned antimony exports to US ..aside from two previous rare earth minerals .
@@Scripter_story Relentless print a paper for free minerals is a good deal. But now NO.
They should, I agree
An inevitability.
This news would makes a lot of indian upset again..a sleepless night for them...red eye getting even more red now..pity.
But Indians reminded themselves Mumbai must buck up as Shanghai is catching up to Mumbai fast. LMAO.
Always on comments saying they are the most talented people in India. Laugh until my ball drop.😂
Go read my comments hours ago on your other chip war video. The Chinese say learn to get along with your neighbors, because you cannot change them.
@mahakleung6992 Agree. 回來了indeed.
You can bet that if China is ready to launch this. They are already working on the next launch
@AY2121-i4y Of that we should have no doubt.
The reason is the west cannot answer "What is a woman?"
The greedy always will lose in the end.
The curse of wisdom is there too.
Just watching from my window.
@urimtefiki226 Not always. This is just another role - being greedy. Somebody has to do it. It is like a biological niche. It has its purpose.
Good comment
I won’t use the word short cut, I will say China develop smarter ways. 🤣🤣🤣
@user-bt3iz7vi7q Yeah, we can say it this way, too. 孫子
Comparable as in a fraction of the performance/efficiency.
I think a better way to explain chip making is this.
carving a detailed level view of the city maps of nyc and california on a grain of sand by hand with a needle.
Imagine all the instruments and meds you would need to accomplish such a feat. Then you would need all the down stream suppliers that make the instruments and meds.
@Emphasis213 Yeah, I think that's an accurate way of explaining it)) The most complex mechanism built by humankind.
Wait till it comes to the market.
Finally. Affordable computers for everyone. 👏🏼
I have predicted this! Watch out, I think this is just the beginning. China has been working on semiconductors for decades, much of it I believe under the public radar, like a business secret on a massive scale. What surprised me is that Alibaba now has an advanced AI chip. I knew that Alibaba was developing microchips but didn't know that they could already match Huawei.
@Anders01 It just feels like China has a few jokers in its sleeve.
this is not China first AI chip, Huawei is the 3rd company in China to make AI chip, Huawei itself has release 310, 510, 610, 910, 910A, 910B, and now 910C, making this the 7th chip and the 4th high performance AI chip they released. these chip are usually sold as part of a server.
Look up the Taichi photonic chip also being developed in China.
Thousands of times faster and more efficient than its Nvidia equivalent the H100.
different paradigm, more suitable for inference than training
@@erkinalpindeed, better suited for AGI.
Are you suggesting Huawei's new chip is something Nvidia developed?
@Rich65501 No. I am suggesting Huawei may have found a shortcut.
@Scriptor, you were wrong! Just because you cannot do it, does not mean China's 1.4 billion cannot find a way. China will find a way to create their own AI Chips. Never bet against China with its 1.4 billion smart and hard working people. Your show is a joke😂
@user-mhgu6om9mj2t Thank you for your comment.
Great content. Do you know about the quantum network in China from Beijing to Shanghai? That is scarier than the quantum chip. It means that China can eventually transmit data and they cannot be hacked. Would love to see what you can find out about this.
@fredfrond6148 The only thing I can say here is that I am sceptical about this technology.
@@Scripter_story while I am skeptical too. We should be skeptical about all new tech. I am just curious to find out what is going on.
中国本来就有自己的半导体制造设备供应链，只是除了刻蚀机（台积电的部分刻蚀机就是中微半导体供应）等少部分设备达到最先进制程，大部分都只涉足成熟制程，可是拜登制裁的神操作，把整个市场空出来了，这下好了，市场、资金、人才，三要素齐了，以前造成熟制程设备的企业马上开始争夺高端制程设备的市场空白，开始了产品的研发、改良迭代。前几年国家疯狂投资都没用，现在市场的力量开始展现，感谢拜登
@GuangzhouGuy 有拜登制裁或没有，中国终将达到目标。制裁只是让追赶的过程更快了。总的来说，中国通过向那些只为佣金驱动的贪婪销售人员购买西方技术的策略已经奏效
@@Scripter_story中国过去几年还是走过弯路的，一开始他们倾向于让大学的科研团队解决问题，问题是这些人远离市场，远离最新技术前沿最终很多问题也没有得到解决或者不能规模量产。现在的共识是让成熟的大公司企业团队去解决问题这是最有效率的
If Biden tech sanctions help CN tech development, then the CN govt should ban use of advanced US chips in the country
Necessity is the mother of innovation.
@weimingfeng2284 是的，这就是中国所建立的混合模式的优势--上层的中央规划和下层的利润驱动商业模式。将会很有趣的是，看看这种结构能否在人工智能芯片竞争中与自由市场竞争。
@@edwinkant 这方面的转变很明显，前几年政府大量砸钱投资半导体，结果出现大量贪腐问题，现在的政策是减少政府直接投资，而是政府无上限投资：北方华创、华为、中芯，然后再由这三家去投资真正有实力能做事的企业，例如华为哈勃，专业的事情交给专业的人做，哈勃投资了一大堆相关的科技企业，他们知道哪些企业值得投资哪些是骗补贴或者骗政绩的
You don't understand about AI chip. AI chip is just a chip that capable to do matrix computation fast. In general purpose processor the arithmetic logic unit (ALU) only capable processing 2 variable (64 bit variable for 64 bit processor) at one time.
@anistardi Thank you for sharing this valuable knowledge.
AI is the new real estate in China now. Unlimited amount of funding. for both application and GPU development. According to the feedback from the implemented computer centre. The Chinese computational GPU is about 70% of Nivida offering. but you can scale up to make up the performance difference.
@rogersliu1200 The question is how they do scaling and parallel computing in the absence of CUDA. They do have home-made equivalents, but how good they are remains an open question.
Huawei presented woman with microphone as AI breakthrough as well.
Not too bad...
The paid off some senior engineers at Nvidia/TSMC/ASML
@michaelnurse9089 Yeah, they recruit aggressively.
If that is the solution then it will be tried
Yea very good too.......Far better than paying Billions towards "Zelenskys" pension pot.
I thought the Nvidia H100 is a mass-produced by TSMC using a 3 nm process. China (like most countries) can't manufacture chips at this process ?
@danielodey7775 H100 is produced in TSMC's fabs using 4nm. It was believed that China was way behind.
Huawei has successfully developed 3nm chips already by using just the DUV machines with SDQP technology. Do keep a close eye on the next flagship Mate 70 Pro from Huawei.
But but it cannot go below 7nm...lol
why is it a bad thing when China can do it?
@sguser65 Did I say it was a bad thing?
The US is already lost long times ago..........!!!!!!!!!!!
it put the world right side up, u r wrong
Jai Hinduja. We give a f*CK who wins who loses. What really matters to consumers is whether they are the Winners.
@chaz4609 I wish it was so straightforward.
According to news China and USA is first ever other day. Time will show
@matsforsberg6287 I think October will tell
Wtf... who is paying you? 0_o
The ccp, so that he can afford to pay your mómă for the night😂
Always buy American 🇺🇸
You missed a word: garbage
Maybe not now but very very soon....i remember ASML ceo said 1 year ago really can China build photolithograph machines ......🤣🤣🤣🤣🤣 Yes they can and better....🤣🤣🤣🤣🤣
@PIT72100 Yes, this is all about time. The question is, by the time China gets the technology, will the West be somewhere far away? The speed of tech progress accelerates almost exponentially.
china is 1.43 billion population... With ageing population and its demographic decline in past 8 years... 2024 is china dragon baby boom which will lead a little surplus in it population a bit sign of a relief compare to its mortality rate surging up..
China engineering graduates 1.3 million yearly...
Also there are over 45,000 chinese student purchasing engineering undergraduate, 40,000 master student'd and 36,000 phd holdersholders in STEM feilds in USA which mostly like will return back to china... Even if 20% of that student get jobs in usa firms even 1% of them involve in espoinage.. It can easily overcome its technology barriers as it is already a manufacturing hub..
@elie1sh537 Deep sleepers, indeed
❤
🌍ThankS🌎
🤍☸ ☯ ☸🤍
& MarXisM &
Merit☯cracY
💚🐉🇨🇳🐉💚
Wish 🧞i was
Chinese.
western bias.!!!!!
ameriKKKans must pull back from TSMC
You praise the product which is not launched yet. Wait untill it will be delivered, It looks as if you praised Iphone 16.
@darek795 I think we all look forward to seeing what happens in October.
The West was celebrating victory that has been won when they said China will be left in the Stone Age.
Fake, they copied tensor core which are already in Pixel Phones
@blackhole4813 Can you give more details?
Even if that is true, it doesn't matter. If it can do what it claims it can do, it is huge.
The greedy always will lose.
Stealing invention is a the highest crime.
Chinese people are very smart and no country can stop them to advance.
@hoplam9717 This will be very interesting time, I agree with you.
The west ? 😄include europ? Russia? 😄 just usa