Interesting that the tone of announcements between US and Chinese providers is converging.
GLM has in the past been more technical rather than speculation about future development on RSI etc.
Also curious whether those 100k accelerators are entirely locally made. If that's genuinely end to end on all components including lithography, memory, design etc then that is quite a feat.
Ziphu (who make GLM) use Huawei Ascend processors made by SMIC. Huawei use a combination of domestic memory from CXMT and leftover (pre-sanctions) memory from Samsung.
Just like the rest of the world, including the US (Intel, Micron), SMIC are currently using ASML lithography equipment (DUV, not EUV), but Shanghai Aishengna are now moving into early production with their own DUV machines, with SMIC and CXMT as early customers.
There is also a state sponsored Chinese EUV development underway.
Havoc · · focus · HN ↗
GLM has in the past been more technical rather than speculation about future development on RSI etc.
Also curious whether those 100k accelerators are entirely locally made. If that's genuinely end to end on all components including lithography, memory, design etc then that is quite a feat.
HarHarVeryFunny · · focus · HN ↗
Just like the rest of the world, including the US (Intel, Micron), SMIC are currently using ASML lithography equipment (DUV, not EUV), but Shanghai Aishengna are now moving into early production with their own DUV machines, with SMIC and CXMT as early customers.
There is also a state sponsored Chinese EUV development underway.
wiz21c · · focus · HN ↗