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| Name | China's rush into light-based semiconductors threatens NVidia, CHIPS Act fab plants with total loss |
| Video Uploader | Video From Inside China Business |
| Upload Date | This Video Uploaded At 07-06-2024 15:27:19 |
| Video Discription | Conventional semiconductor chips funnel electrons through gates, switching transistors on and off. Photon-based chips will use light, instead of electricity. Photon chips will be orders of magnitude faster, with dramatically reduced power requirements. Yao Yang is a dean and key policy official at Peking University, one of China's most prestigious institutions. He is one of several top industry insiders who predict that China will be the first to commercialize light-based semiconductors, leaping forward of the United States, Japan, and Europe, and in just a few years. If he is right, tens of billions of dollars in semiconductor fabrication plants will be at risk. Also at risk are Western chipmakers who build design and build convention, electron-powered chipsets. NVidia is now the world's most valuable chip design company, now with a market capitalization of around $3 trillion. But NVidia is struggling to compete against Huawei's conventional chip in China, meanwhile other Chinese researchers have announced a light-based chip 3,000 times faster than NVidia's best chip. Resources and links: Interview with Yao Yang, Chinese language (For English, open in Google Chrome or with a Firefox extension) https://caifuhao.eastmoney.com/news/20230928151741764715850 Chinese team makes quantum leap in chip design with new light source https://www.scmp.com/news/china/science/article/3259756/chinese-team-makes-quantum-leap-chip-design-new-light-source Beating US Sanctions, Chinese Scientists Achieve Mass Production Of Optical Chips At Low Cost https://www.benzinga.com/news/24/05/38789719/beating-us-sanctions-chinese-scientists-achieve-mass-production-of-optical-chips-at-low-cost China develops new light-based chiplet that could power artificial general intelligence — where AI is smarter than humans https://www.livescience.com/technology/electronics/china-develops-light-based-chiplet-power-agi-artificial-general-intelligence Large-scale photonic chiplet TaiChi empowers 160 TOPS/W general artificial intelligence https://www.science.org/doi/10.1126/science.adl1203 Chinese scientists find a way to mass-produce optical chips that the US cannot sanction https://www.scmp.com/news/china/science/article/3262355/chinese-scientists-find-way-mass-produce-optical-chips-us-can-not-sanction Chinese scientists create chip that can perform AI task 3,000 times faster than Nvidia’s A100: study https://www.scmp.com/news/china/science/article/3239998/chinese-scientists-create-chip-can-perform-ai-task-3000-times-faster-nvidias-a100-study Exclusive: Nvidia cuts China prices in Huawei chip fight https://www.reuters.com/technology/nvidia-cuts-china-prices-huawei-chip-fight-sources-say-2024-05-24/ Nvidia Slashes AI Chip Prices As Huawei Launches China Discount War https://www.zerohedge.com/markets/nvidia-slashes-ai-chip-prices-huawei-launches-price-war The Rising Cost of Semiconductor R&D https://www.aalbun.com/blog/the-rising-cost-of-semiconductor-rd NVidia stock chart from Finviz |
| Category | Science & Technology |
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