Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. Thi…
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?
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”.