Report: China to Pivot from AMD & Intel CPUs To Domestic Chips in Government PCs
China has initiated a policy shift to eliminate American processors from government computers and servers, reports Financial Times. The decision is aimed to gradually eliminate processors from AMD and Intel from system used by China's government agencies, which will mean lower sales for U.S.-based chipmakers and higher sales of China's own CPUs.
The new procurement guidelines, introduced quietly at the end of 2023, mandates government entities to prioritize 'safe and reliable' processors and operating systems in their purchases. This directive is part of a concerted effort to bolster domestic technology and parallels a similar push within state-owned enterprises to embrace technology designed in China.
The list of approved processors and operating systems, published by China's Information Technology Security Evaluation Center, exclusively features Chinese companies. There are 18 approved processors that use a mix of architectures, including x86 and ARM, while the operating systems are based on open-source Linux software. Notably, the list includes chips from Huawei and Phytium, both of which are on the U.S. export blacklist.
This shift towards domestic technology is a cornerstone of China's national strategy for technological autonomy in the military, government, and state sectors. The guidelines provide clear and detailed instructions for exclusively using Chinese processors, marking a significant step in China's quest for self-reliance in technology.
State-owned enterprises have been instructed to complete their transition to domestic CPUs by 2027. Meanwhile, Chinese government entites have to submit progress reports on their IT system overhauls quarterly. Although some foreign technology will still be permitted, the emphasis is clearly on adopting local alternatives.
The move away from foreign hardware is expected to have a measurable impact on American tech companies. China is a major market for AMD (accounting for 15% of sales last year) and Intel (commanding 27% of Intel's revenue), contributing to a substantial portion of their sales. Additionally, Microsoft, while not disclosing specific figures, has acknowledged that China accounts for a small percentage of its revenues. And while government sales are only a fraction of overall China sales (as compared to the larger commercial PC business) the Chinese government is by no means a small customer.
Analysts questioned by Financial Times predict that the transition to domestic processors will advance more swiftly for server processors than for client PCs, due to the less complex software ecosystem needing replacement. They estimate that China will need to invest approximately $91 billion from 2023 to 2027 to overhaul the IT infrastructure in government and adjascent industries.
CPUs
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Kioxia Details BiCS 8 NAND at FMS 2024: 218 Layers With Superior Scaling 
Kioxia's booth at FMS 2024 was a busy one with multiple technology demonstrations keeping visitors occupied. A walk-through of the BiCS 8 manufacturing process was the first to grab my attention. Kioxia and Western Digital announced the sampling of BiCS 8 in March 2023. We had touched briefly upon its CMOS Bonded Array (CBA) scheme in our coverage of Kioxial's 2Tb QLC NAND device and coverage of Western Digital's 128 TB QLC enterprise SSD proof-of-concept demonstration. At Kioxia's booth, we got more insights.
Traditionally, fabrication of flash chips involved placement of the associate logic circuitry (CMOS process) around the periphery of the flash array. The process then moved on to putting the CMOS under the cell array, but the wafer development process was serialized with the CMOS logic getting fabricated first followed by the cell array on top. However, this has some challenges because the cell array requires a high-temperature processing step to ensure higher reliability that can be detrimental to the health of the CMOS logic. Thanks to recent advancements in wafer bonding techniques, the new CBA process allows the CMOS wafer and cell array wafer to be processed independently in parallel and then pieced together, as shown in the models above.
The BiCS 8 3D NAND incorporates 218 layers, compared to 112 layers in BiCS 5 and 162 layers in BiCS 6. The company decided to skip over BiCS 7 (or, rather, it was probably a short-lived generation meant as an internal test vehicle). The generation retains the four-plane charge trap structure of BiCS 6. In its TLC avatar, it is available as a 1 Tbit device. The QLC version is available in two capacities - 1 Tbit and 2 Tbit.
Kioxia also noted that while the number of layers (218) doesn't compare favorably with the latest layer counts from the competition, its lateral scaling / cell shrinkage has enabled it to be competitive in terms of bit density as well as operating speeds (3200 MT/s). For reference, the latest shipping NAND from Micron - the G9 - has 276 layers with a bit density in TLC mode of 21 Gbit/mm2, and operates at up to 3600 MT/s. However, its 232L NAND operates only up to 2400 MT/s and has a bit density of 14.6 Gbit/mm2.
It must be noted that the CBA hybrid bonding process has advantages over the current processes used by other vendors - including Micron's CMOS under array (CuA) and SK hynix's 4D PUC (periphery-under-chip) developed in the late 2010s. It is expected that other NAND vendors will also move eventually to some variant of the hybrid bonding scheme used by Kioxia.
Storage
Kioxia Details BiCS 8 NAND at FMS 2024: 218 Layers With Superior Scaling
Kioxia's booth at FMS 2024 was a busy one with multiple technology demonstrations keeping visitors occupied. A walk-through of the BiCS 8 manufacturing process was the first to grab my attention. Kioxia and Western Digital announced the sampling of BiCS 8 in March 2023. We had touched briefly upon its CMOS Bonded Array (CBA) scheme in our coverage of Kioxial's 2Tb QLC NAND device and coverage of Western Digital's 128 TB QLC enterprise SSD proof-of-concept demonstration. At Kioxia's booth, we got more insights.
Traditionally, fabrication of flash chips involved placement of the associate logic circuitry (CMOS process) around the periphery of the flash array. The process then moved on to putting the CMOS under the cell array, but the wafer development process was serialized with the CMOS logic getting fabricated first followed by the cell array on top. However, this has some challenges because the cell array requires a high-temperature processing step to ensure higher reliability that can be detrimental to the health of the CMOS logic. Thanks to recent advancements in wafer bonding techniques, the new CBA process allows the CMOS wafer and cell array wafer to be processed independently in parallel and then pieced together, as shown in the models above.
The BiCS 8 3D NAND incorporates 218 layers, compared to 112 layers in BiCS 5 and 162 layers in BiCS 6. The company decided to skip over BiCS 7 (or, rather, it was probably a short-lived generation meant as an internal test vehicle). The generation retains the four-plane charge trap structure of BiCS 6. In its TLC avatar, it is available as a 1 Tbit device. The QLC version is available in two capacities - 1 Tbit and 2 Tbit.
Kioxia also noted that while the number of layers (218) doesn't compare favorably with the latest layer counts from the competition, its lateral scaling / cell shrinkage has enabled it to be competitive in terms of bit density as well as operating speeds (3200 MT/s). For reference, the latest shipping NAND from Micron - the G9 - has 276 layers with a bit density in TLC mode of 21 Gbit/mm2, and operates at up to 3600 MT/s. However, its 232L NAND operates only up to 2400 MT/s and has a bit density of 14.6 Gbit/mm2.
It must be noted that the CBA hybrid bonding process has advantages over the current processes used by other vendors - including Micron's CMOS under array (CuA) and SK hynix's 4D PUC (periphery-under-chip) developed in the late 2010s. It is expected that other NAND vendors will also move eventually to some variant of the hybrid bonding scheme used by Kioxia.
Storage
Kioxia Details BiCS 8 NAND at FMS 2024: 218 Layers With Superior Scaling
Kioxia's booth at FMS 2024 was a busy one with multiple technology demonstrations keeping visitors occupied. A walk-through of the BiCS 8 manufacturing process was the first to grab my attention. Kioxia and Western Digital announced the sampling of BiCS 8 in March 2023. We had touched briefly upon its CMOS Bonded Array (CBA) scheme in our coverage of Kioxial's 2Tb QLC NAND device and coverage of Western Digital's 128 TB QLC enterprise SSD proof-of-concept demonstration. At Kioxia's booth, we got more insights.
Traditionally, fabrication of flash chips involved placement of the associate logic circuitry (CMOS process) around the periphery of the flash array. The process then moved on to putting the CMOS under the cell array, but the wafer development process was serialized with the CMOS logic getting fabricated first followed by the cell array on top. However, this has some challenges because the cell array requires a high-temperature processing step to ensure higher reliability that can be detrimental to the health of the CMOS logic. Thanks to recent advancements in wafer bonding techniques, the new CBA process allows the CMOS wafer and cell array wafer to be processed independently in parallel and then pieced together, as shown in the models above.
The BiCS 8 3D NAND incorporates 218 layers, compared to 112 layers in BiCS 5 and 162 layers in BiCS 6. The company decided to skip over BiCS 7 (or, rather, it was probably a short-lived generation meant as an internal test vehicle). The generation retains the four-plane charge trap structure of BiCS 6. In its TLC avatar, it is available as a 1 Tbit device. The QLC version is available in two capacities - 1 Tbit and 2 Tbit.
Kioxia also noted that while the number of layers (218) doesn't compare favorably with the latest layer counts from the competition, its lateral scaling / cell shrinkage has enabled it to be competitive in terms of bit density as well as operating speeds (3200 MT/s). For reference, the latest shipping NAND from Micron - the G9 - has 276 layers with a bit density in TLC mode of 21 Gbit/mm2, and operates at up to 3600 MT/s. However, its 232L NAND operates only up to 2400 MT/s and has a bit density of 14.6 Gbit/mm2.
It must be noted that the CBA hybrid bonding process has advantages over the current processes used by other vendors - including Micron's CMOS under array (CuA) and SK hynix's 4D PUC (periphery-under-chip) developed in the late 2010s. It is expected that other NAND vendors will also move eventually to some variant of the hybrid bonding scheme used by Kioxia.
Storage
![](https://twitter.com/share?url=https://compbuddey.blogspot.com/2024/04/report-china-to-pivot-from-amd-intel_87.html&text=Report: China to Pivot from AMD & Intel CPUs To Domestic Chips in Government PCs <p align="center"><a href="https://www.anandtech.com/show/21323/china-to-ban-usage-of-amd-and-intel-cpus-in-government-pcs"><img src="https://images.anandtech.com/doci/21323/intel-wafer-semiconductor-custom-cpu-generic-678_575px.jpg" alt="" /></a></p><p><p>China has initiated a policy shift to eliminate American processors from government computers and servers, reports <a href="https://www.ft.com/content/7bf0f79b-dea7-49fa-8253-f678d5acd64a">Financial Times</a>. The decision is aimed to gradually eliminate processors from AMD and Intel from system used by China's government agencies, which will mean lower sales for U.S.-based chipmakers and higher sales of China's own CPUs.</p>
<p>The new procurement guidelines, introduced quietly at the end of 2023, mandates government entities to prioritize 'safe and reliable' processors and operating systems in their purchases. This directive is part of a concerted effort to bolster domestic technology and parallels a similar push within state-owned enterprises to embrace technology designed in China.</p>
<p>The list of approved processors and operating systems, published by China's Information Technology Security Evaluation Center, exclusively features Chinese companies. There are 18 approved processors that use a mix of architectures, including x86 and ARM, while the operating systems are based on open-source Linux software. Notably, the list includes chips from Huawei and Phytium, both of which are on the U.S. export blacklist.</p>
<p>This shift towards domestic technology is a cornerstone of China's national strategy for technological autonomy in the military, government, and state sectors. The guidelines provide clear and detailed instructions for exclusively using Chinese processors, marking a significant step in China's quest for self-reliance in technology.</p>
<p>State-owned enterprises have been instructed to complete their transition to domestic CPUs by 2027. Meanwhile, Chinese government entites have to submit progress reports on their IT system overhauls quarterly. Although some foreign technology will still be permitted, the emphasis is clearly on adopting local alternatives.</p>
<p>The move away from foreign hardware is expected to have a measurable impact on American tech companies. China is a major market for AMD (accounting for 15% of sales last year) and Intel (commanding 27% of Intel's revenue), contributing to a substantial portion of their sales. Additionally, Microsoft, while not disclosing specific figures, has acknowledged that China accounts for a small percentage of its revenues. And while government sales are only a fraction of overall China sales (as compared to the larger commercial PC business) the Chinese government is by no means a small customer.</p>
<p>Analysts questioned by Financial Times predict that the transition to domestic processors will advance more swiftly for server processors than for client PCs, due to the less complex software ecosystem needing replacement. They estimate that China will need to invest approximately $91 billion from 2023 to 2027 to overhaul the IT infrastructure in government and adjascent industries.</p>
</p> CPUs){kind=link}
![](https://www.pinterest.com/pin/create/button/?url=https://compbuddey.blogspot.com/2024/04/report-china-to-pivot-from-amd-intel_87.html&media=https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_srkP6ZDeP5gzmIabzmagWXHLfCRFrTxGY0-Wm1okpAaInjgnm76c0mw03k-oNQRCjD4myd0ITUJjRHgrW50OQOnyjPoRFf5ac3HXBqtWJuC0wBEw09Gv1z4iUkhjHXz6Y9TX7IJsfRlzx7iSaI99fvdnscRYRg8l05iUwVKJzkXgtCxDs&description=Report: China to Pivot from AMD & Intel CPUs To Domestic Chips in Government PCs <p align="center"><a href="https://www.anandtech.com/show/21323/china-to-ban-usage-of-amd-and-intel-cpus-in-government-pcs"><img src="https://images.anandtech.com/doci/21323/intel-wafer-semiconductor-custom-cpu-generic-678_575px.jpg" alt="" /></a></p><p><p>China has initiated a policy shift to eliminate American processors from government computers and servers, reports <a href="https://www.ft.com/content/7bf0f79b-dea7-49fa-8253-f678d5acd64a">Financial Times</a>. The decision is aimed to gradually eliminate processors from AMD and Intel from system used by China's government agencies, which will mean lower sales for U.S.-based chipmakers and higher sales of China's own CPUs.</p>
<p>The new procurement guidelines, introduced quietly at the end of 2023, mandates government entities to prioritize 'safe and reliable' processors and operating systems in their purchases. This directive is part of a concerted effort to bolster domestic technology and parallels a similar push within state-owned enterprises to embrace technology designed in China.</p>
<p>The list of approved processors and operating systems, published by China's Information Technology Security Evaluation Center, exclusively features Chinese companies. There are 18 approved processors that use a mix of architectures, including x86 and ARM, while the operating systems are based on open-source Linux software. Notably, the list includes chips from Huawei and Phytium, both of which are on the U.S. export blacklist.</p>
<p>This shift towards domestic technology is a cornerstone of China's national strategy for technological autonomy in the military, government, and state sectors. The guidelines provide clear and detailed instructions for exclusively using Chinese processors, marking a significant step in China's quest for self-reliance in technology.</p>
<p>State-owned enterprises have been instructed to complete their transition to domestic CPUs by 2027. Meanwhile, Chinese government entites have to submit progress reports on their IT system overhauls quarterly. Although some foreign technology will still be permitted, the emphasis is clearly on adopting local alternatives.</p>
<p>The move away from foreign hardware is expected to have a measurable impact on American tech companies. China is a major market for AMD (accounting for 15% of sales last year) and Intel (commanding 27% of Intel's revenue), contributing to a substantial portion of their sales. Additionally, Microsoft, while not disclosing specific figures, has acknowledged that China accounts for a small percentage of its revenues. And while government sales are only a fraction of overall China sales (as compared to the larger commercial PC business) the Chinese government is by no means a small customer.</p>
<p>Analysts questioned by Financial Times predict that the transition to domestic processors will advance more swiftly for server processors than for client PCs, due to the less complex software ecosystem needing replacement. They estimate that China will need to invest approximately $91 billion from 2023 to 2027 to overhaul the IT infrastructure in government and adjascent industries.</p>
</p> CPUs){kind=link}
![](https://web.whatsapp.com/send?text=Report: China to Pivot from AMD & Intel CPUs To Domestic Chips in Government PCs <p align="center"><a href="https://www.anandtech.com/show/21323/china-to-ban-usage-of-amd-and-intel-cpus-in-government-pcs"><img src="https://images.anandtech.com/doci/21323/intel-wafer-semiconductor-custom-cpu-generic-678_575px.jpg" alt="" /></a></p><p><p>China has initiated a policy shift to eliminate American processors from government computers and servers, reports <a href="https://www.ft.com/content/7bf0f79b-dea7-49fa-8253-f678d5acd64a">Financial Times</a>. The decision is aimed to gradually eliminate processors from AMD and Intel from system used by China's government agencies, which will mean lower sales for U.S.-based chipmakers and higher sales of China's own CPUs.</p>
<p>The new procurement guidelines, introduced quietly at the end of 2023, mandates government entities to prioritize 'safe and reliable' processors and operating systems in their purchases. This directive is part of a concerted effort to bolster domestic technology and parallels a similar push within state-owned enterprises to embrace technology designed in China.</p>
<p>The list of approved processors and operating systems, published by China's Information Technology Security Evaluation Center, exclusively features Chinese companies. There are 18 approved processors that use a mix of architectures, including x86 and ARM, while the operating systems are based on open-source Linux software. Notably, the list includes chips from Huawei and Phytium, both of which are on the U.S. export blacklist.</p>
<p>This shift towards domestic technology is a cornerstone of China's national strategy for technological autonomy in the military, government, and state sectors. The guidelines provide clear and detailed instructions for exclusively using Chinese processors, marking a significant step in China's quest for self-reliance in technology.</p>
<p>State-owned enterprises have been instructed to complete their transition to domestic CPUs by 2027. Meanwhile, Chinese government entites have to submit progress reports on their IT system overhauls quarterly. Although some foreign technology will still be permitted, the emphasis is clearly on adopting local alternatives.</p>
<p>The move away from foreign hardware is expected to have a measurable impact on American tech companies. China is a major market for AMD (accounting for 15% of sales last year) and Intel (commanding 27% of Intel's revenue), contributing to a substantial portion of their sales. Additionally, Microsoft, while not disclosing specific figures, has acknowledged that China accounts for a small percentage of its revenues. And while government sales are only a fraction of overall China sales (as compared to the larger commercial PC business) the Chinese government is by no means a small customer.</p>
<p>Analysts questioned by Financial Times predict that the transition to domestic processors will advance more swiftly for server processors than for client PCs, due to the less complex software ecosystem needing replacement. They estimate that China will need to invest approximately $91 billion from 2023 to 2027 to overhaul the IT infrastructure in government and adjascent industries.</p>
</p> CPUs | https://compbuddey.blogspot.com/2024/04/report-china-to-pivot-from-amd-intel_87.html){kind=link}
![](mailto:?subject=Report: China to Pivot from AMD & Intel CPUs To Domestic Chips in Government PCs <p align="center"><a href="https://www.anandtech.com/show/21323/china-to-ban-usage-of-amd-and-intel-cpus-in-government-pcs"><img src="https://images.anandtech.com/doci/21323/intel-wafer-semiconductor-custom-cpu-generic-678_575px.jpg" alt="" /></a></p><p><p>China has initiated a policy shift to eliminate American processors from government computers and servers, reports <a href="https://www.ft.com/content/7bf0f79b-dea7-49fa-8253-f678d5acd64a">Financial Times</a>. The decision is aimed to gradually eliminate processors from AMD and Intel from system used by China's government agencies, which will mean lower sales for U.S.-based chipmakers and higher sales of China's own CPUs.</p>
<p>The new procurement guidelines, introduced quietly at the end of 2023, mandates government entities to prioritize 'safe and reliable' processors and operating systems in their purchases. This directive is part of a concerted effort to bolster domestic technology and parallels a similar push within state-owned enterprises to embrace technology designed in China.</p>
<p>The list of approved processors and operating systems, published by China's Information Technology Security Evaluation Center, exclusively features Chinese companies. There are 18 approved processors that use a mix of architectures, including x86 and ARM, while the operating systems are based on open-source Linux software. Notably, the list includes chips from Huawei and Phytium, both of which are on the U.S. export blacklist.</p>
<p>This shift towards domestic technology is a cornerstone of China's national strategy for technological autonomy in the military, government, and state sectors. The guidelines provide clear and detailed instructions for exclusively using Chinese processors, marking a significant step in China's quest for self-reliance in technology.</p>
<p>State-owned enterprises have been instructed to complete their transition to domestic CPUs by 2027. Meanwhile, Chinese government entites have to submit progress reports on their IT system overhauls quarterly. Although some foreign technology will still be permitted, the emphasis is clearly on adopting local alternatives.</p>
<p>The move away from foreign hardware is expected to have a measurable impact on American tech companies. China is a major market for AMD (accounting for 15% of sales last year) and Intel (commanding 27% of Intel's revenue), contributing to a substantial portion of their sales. Additionally, Microsoft, while not disclosing specific figures, has acknowledged that China accounts for a small percentage of its revenues. And while government sales are only a fraction of overall China sales (as compared to the larger commercial PC business) the Chinese government is by no means a small customer.</p>
<p>Analysts questioned by Financial Times predict that the transition to domestic processors will advance more swiftly for server processors than for client PCs, due to the less complex software ecosystem needing replacement. They estimate that China will need to invest approximately $91 billion from 2023 to 2027 to overhaul the IT infrastructure in government and adjascent industries.</p>
</p> CPUs&body=https://compbuddey.blogspot.com/2024/04/report-china-to-pivot-from-amd-intel_87.html){kind=link}
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.
Kioxia Details BiCS 8 NAND at FMS 2024: 218 Layers With Superior Scaling
Kioxia's booth at FMS 2024 was a busy one with multiple technology demonstrations keeping visitors occupied. A walk-through of the BiCS 8 manufacturing process was the first to grab my attention. Kioxia and Western Digital announced the sampling of BiCS 8 in March 2023. We had touched briefly upon its CMOS Bonded Array (CBA) scheme in our coverage of Kioxial's 2Tb QLC NAND device and coverage of Western Digital's 128 TB QLC enterprise SSD proof-of-concept demonstration. At Kioxia's booth, we got more insights.
Traditionally, fabrication of flash chips involved placement of the associate logic circuitry (CMOS process) around the periphery of the flash array. The process then moved on to putting the CMOS under the cell array, but the wafer development process was serialized with the CMOS logic getting fabricated first followed by the cell array on top. However, this has some challenges because the cell array requires a high-temperature processing step to ensure higher reliability that can be detrimental to the health of the CMOS logic. Thanks to recent advancements in wafer bonding techniques, the new CBA process allows the CMOS wafer and cell array wafer to be processed independently in parallel and then pieced together, as shown in the models above.
The BiCS 8 3D NAND incorporates 218 layers, compared to 112 layers in BiCS 5 and 162 layers in BiCS 6. The company decided to skip over BiCS 7 (or, rather, it was probably a short-lived generation meant as an internal test vehicle). The generation retains the four-plane charge trap structure of BiCS 6. In its TLC avatar, it is available as a 1 Tbit device. The QLC version is available in two capacities - 1 Tbit and 2 Tbit.
Kioxia also noted that while the number of layers (218) doesn't compare favorably with the latest layer counts from the competition, its lateral scaling / cell shrinkage has enabled it to be competitive in terms of bit density as well as operating speeds (3200 MT/s). For reference, the latest shipping NAND from Micron - the G9 - has 276 layers with a bit density in TLC mode of 21 Gbit/mm2, and operates at up to 3600 MT/s. However, its 232L NAND operates only up to 2400 MT/s and has a bit density of 14.6 Gbit/mm2.
It must be noted that the CBA hybrid bonding process has advantages over the current processes used by other vendors - including Micron's CMOS under array (CuA) and SK hynix's 4D PUC (periphery-under-chip) developed in the late 2010s. It is expected that other NAND vendors will also move eventually to some variant of the hybrid bonding scheme used by Kioxia.
Storage
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