Sources: Huawei has increased its AI chip yield to nearly 40%, up from 20% about a year ago, meaning its Ascend chips are now profitable for the first time
Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent manufacturing advances
@teortaxesTex I wouldn't trust the numbers from FT. It's all rumors and the reporters aren't chip experts. But directionally it's plausible that SMIC/HW are improving Ascend yields a lot. I think SemiAnalysis has even larger projections for 910C shipments in 2025.
FT on Huawei / SMIC Ascend 910C chip yields: doubled to 40% and now targeting 60%. TSMC H100 yield is ~60% ? When I was in Shanghai I had dinner with one of the top SMIC guys involved with leading edge chip fabrication. The team has a big Taiwanese component with experience at [i…
> Ascend 910C achieving a 40% yield, up from 20% a year ago. > plans to further improve yields to 60% > plans to produce 100K Ascend 910C, 300K 910B chips this year That's like 12K wafers, 1000 WPM. They're claimed to have 30K WPM for N7. Numbers don't work out. @dylan522p