• 2 Posts
  • 1.45K Comments
Joined 2 years ago
cake
Cake day: June 18th, 2023

help-circle
  • what would be the purpose to hide it?

    To avoid further retaliations from USA that might prevent their progress.
    And to not disclose industry secrets.

    I am probably on the pessimistic side and you maybe on the optimistic

    True, I’m an optimist on their behalf, because China has done such impressive progress already, but I also know this is way harder than sending a man to the moon.
    I agree 100% about restricting the tech is a huge mistake, and yes physics are indeed the same everywhere.
    Hopefully when China figures it out, consumers everywhere will benefit. The Political implications however, is an open question.





  • AFAIK Canon has a process (nano imprint) that competes with EUV too, maybe not as advanced as ASML.
    When I say China will have a competitive EUV system within 5 years, I don’t mean competitive in how advanced it is compared to the best ASML has to offer like the new NA process TSMC hasn’t even decided to buy yet.
    But an EUV that allows a production process that will be competitive down to just below 2nm. Meaning competitive with the EUV process TSMC is currently using.
    Depending on how much China is investing in this, they could be working on different processes in parallel.
    Obviously anything as hard as this with a 5 year time span is very uncertain, we recently saw how bad things went for Intel with their 10nm process, being both multiple years delayed, and on top of that pretty bad when they finally announced it was ready.

    As I stated next year would be very fast, but in reality we don’t know how close they are. Your claim that they would advertise it is speculation. What would be the purpose of that?

    China is already competitive in 8 out of 10 key industries, and since China is prevented from even using western parts for chip making or even just buying the chips, they are pulling ressources to catch up. China will do this because they have massive talent mass and ressources, and because they have to.


  • I’m pretty sure this article is one big lie,

    the school soon faced political pressure from Israeli ambassador Ron Prosor

    This sounds like complete bullshit, the Israeli ambassador has zero power over a school, and outside interference would be regarded as intolerable.

    and Berlin’s conservative mayor Kai Wegner, who demanded that its leadership “cancel the event

    This does not sound right at all, this would be a major attack on freedom of speech, which is protected in Germany not only by German law but also by EU requirement to observe human rights.

    The university then did call off the talk, vaguely citing “security concerns.”

    There is no way a school would just give in to such obviously illegal pressure. If true this would be a huge scandal in Germany.

    Yet many people here seem to swallow the story with zero critical thinking. 🙄



  • AFAIK the competition is mostly AMD, but AMD is not near Nvidia in popularity for AI or in datacenters in general, even if they may be offering reasonable value.
    AMD is not nearly giving the competition to Nvidia they do to Intel. They are working on it, and I think they can take some marketshare. But for now AMD has sold mostly based on Nvidia not having allocated enough production to satisfy the market.
    AMD also isn’t anywhere near Nvidia in profits or profit margins, and that’s a major parameter in estimating the level of competition they can provide.


  • It’s funny how the article asks the question, but completely fails to answer it.

    About 15 years ago, Nvidia discovered there was a demand for compute in datacenters that could be met with powerful GPU’s, and they were quick to respond to it, and they had the resources to focus on it strongly, because of their huge success and high profitability in the GPU market.

    AMD also saw the market, and wanted to pursue it, but just over a decade ago where it began to clearly show the high potential for profitability, AMD was near bankrupt, and was very hard pressed to finance developments on GPU and compute in datacenters. AMD really tried the best they could, and was moderately successful from a technology perspective, but Nvidia already had a head start, and the proprietary development system CUDA was already an established standard that was very hard to penetrate.

    Intel simply fumbled the ball from start to finish. After a decade of trying to push ARM down from having the mobile crown by far, investing billions or actually the equivalent of ARM’s total revenue. They never managed to catch up to ARM despite they had the better production process at the time. This was the main focus of Intel, and Intel believed that GPU would never be more than a niche product. So when intel tried to compete on compute for datacenters, they tried to do it with X86 chips, One of their most bold efforts was to build a monstrosity of a cluster of Celeron chips, which of course performed laughably bad compared to Nvidia! Because as it turns out, the way forward at least for now, is indeed the massively parralel compute capability of a GPU, which Nvidia has refined for decades, only with (inferior) competition from AMD.

    But despite the lack of competition, Nvidia did not slow down, in fact with increased profits, they only grew bolder in their efforts. Making it even harder to catch up.

    Now AMD has had more money to compete for a while, and they do have some decent compute units, but Nvidia remains ahead and the CUDA problem is still there, so for AMD to really compete with Nvidia, they have to be better to attract customers. That’s a very tall order against Nvidia that simply seems to never stop progressing. So the only other option for AMD is to sell a bit cheaper. Which I suppose they have to.

    AMD and Intel were the obvious competitors, everybody else is coming from even further behind. But if I had to make a bet, it would be on Huawei. Huawei has some crazy good developers, and Trump is basically forcing them to figure it out themselves, because he is blocking Huawei and China in general from using both AMD and Nvidia AI chips. And the chips will probably be made by Chinese SMIC, because they are also prevented from using advanced production in the west, most notably TSMC. China will prevail, because it’s become a national project, of both prestige and necessity, and they have a massive talent mass and resources, so nothing can stop it now.

    IMO USA would clearly have been better off allowing China to use American chips. Now China will soon compete directly on both production and design too.





  • Isn’t GAA one of the most advanced types?
    If they can really do this next year, there is no doubt China must have their own EUV lights.

    So 6nm for example might just be a slightly refined 7nm node.

    Absolutely true but AFAIK SMIC usually make their numbers comparable to TSMC. Even Intel changed their numbering to follow TSMC, and SAMSUNG and TSMC have always been close in their numbering.

    We will have to see if the process is actually good, but I have little doubt that China will become competitive in EUV within 5 years. But if they have it already next year, that will be very fast.




  • Buffalox@lemmy.worldtoTechnology@lemmy.world*Permanently Deleted*
    link
    fedilink
    English
    arrow-up
    54
    arrow-down
    3
    ·
    edit-2
    5 days ago

    This happened last time Trump was president too.
    Except this time it’s way quicker, and probably way more urgent.
    This time it’s not just because USA is unpopular, now there are also people who simply don’t want to take the risk of being sent to some prison they may never get out of.
    It’s exactly the same as for tourism, which AFAIK has dropped almost 30%. If this translates to conferences, they can expect that 30% of foreigners invited that would normally show, will not want to go to USA.





  • There is still no good definition for what “consciousness” is

    This is absolutely the main problem, the only “definition” we have is “I think therefore I am”, but that only works subjectively.
    We have no way currently to prove consciousness in an AI. And as you say, we don’t even have a solid definition commonly agreed upon.

    I believe we will achieve consciousness on a human level in AI within a decade.
    I also believe consciousness is a gradual thing, and just because animals aren’t as smart as we are, doesn’t mean they aren’t “conscious”.

    But with AI things are a bit reversed, because AI became smart first, and will only become conscious later.