DeepSeek aims to make its own AI chip
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DeepSeek aims to make its own AI chip
1–10 of 18 posts
Re: DeepSeek aims to make its own AI chip
#2I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby.
This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
Re: DeepSeek aims to make its own AI chip
#3I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
I’m considering moving my family to China to be proximate and to witness the next rise of a superpower. I was too young for the 80’s US computer boom, and in collage for the .com one. The Web 2.0 rise only produced a small handful of winners. China seems boundless.
Re: DeepSeek aims to make its own AI chip
#4I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
This is what companies with high demand for chips do because they want to cut costs by cutting the man in the middle which is the fabless chip company like Nvidia. There is a lot of agility and cost saving to be gained from in sourcing
Re: DeepSeek aims to make its own AI chip
#5I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
I’m considering moving my family to China to be proximate and to witness the next rise of a superpower. I was too young for the 80’s US computer boom, and in collage for the .com one. The Web 2.0 rise only produced a small handful of winners. China seems boundless.
Are you Chinese, or do you just think it’s an easy thing to change worlds?
Re: DeepSeek aims to make its own AI chip
#6China still doesn’t have EUV. How will they make competitive chips? Is TSMC allowed to make them?
Re: DeepSeek aims to make its own AI chip
#7I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
I’m considering moving my family to China to be proximate and to witness the next rise of a superpower. I was too young for the 80’s US computer boom, and in collage for the .com one. The Web 2.0 rise only produced a small handful of winners. China seems boundless.
Mainland or HK?
Re: DeepSeek aims to make its own AI chip
#8I follow chinese EVs and it feels like every company there is making their own chips. Nio, xpeng, liauto, geely and of course byd. Now companies like deepseek want to make their own chips. It's like they are all now possessed with chip making as a hobby. This is all about design but they are similarily making progress on manufactureing. Within a decade, I am certain that the west will be behind.
Are the custom chip designs giving them substantial benefits to balance out the overhead, no to mention many companies potentially duplicating the same effort ?
I would expect electric vehicle companies to compete on better batteries, motors and vehicle construction, not necessarily on having better chips in the vehicle, with maybe the exception of some gains on motor controllers or safety features.
Re: DeepSeek aims to make its own AI chip
#9China still doesn’t have EUV. How will they make competitive chips? Is TSMC allowed to make them?
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Re: DeepSeek aims to make its own AI chip
#10China still doesn’t have EUV. How will they make competitive chips? Is TSMC allowed to make them?
Who says you need EUV? I assume these will be model on chip not general purpose like GPUs. Hence you can get crazy performance even with larger dies.