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It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

author:C Junke News

Text | C JunkeXun Typesetting | C JunkeXun

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It's getting worse

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

More than 2 months have passed since the European and American technology giants "stopped serving" the Russian market, in these 2 months, the local software and hardware products have been affected, at the software level, similar to the Oracle database, Android system, etc. have announced the "stop service", but the problem has been basically solved, because the local has lifted the ban on the largest resource website, through the development of pirated software to carry out the transition, after the Android suspension, BQ announced an attempt to access the Hongmeng system to solve the problem.

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

Therefore, the problems encountered at the software level, it seems that the Russian market has found a good solution, but the hardware seems to be less easy to solve, especially in the core hardware, semiconductor chips, the problem is bigger, first of all, Intel, AMD, Qualcomm chips stop supply, so that the local desktop chips and mobile chips are used less and less, secondly, independent foundry, if there is no license, then TSMC and other top chip foundry companies have also begun to stop OEM for local chip design companies.

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

At first glance, it seems that there is a solution, because the local has begun the process of independent research and development of lithography machines, and it can also be compensated by the foundry process with less high precision, but is it really that simple?

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

The answer is of course no, because just on May 9, the Russian media came to the news that the problem is getting more and more serious, because after the TSMC power outage, a bigger problem has emerged, it is reported that if it is impossible to obtain a license, then ARM Company, as the supplier of arm architecture with the largest mobile market share, will stop the authorization of the latest ARM architecture, which is a huge impact for local companies that design chips based on ARM architecture.

solution

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

The current russian market chip companies encounter is not very familiar, yes, this and two years ago Huawei's encounter is the same, but the difference is that Huawei immediately launched the development of a new RISC-V architecture, and now the development of the mainland in the field of RISC-V architecture is also the world's top, especially Alibaba, in 2021 Yunqi Conference is directly open source Xuantie RISC-V, in addition, Xuantie 910 chip has also successfully run Android 10 and Android 12 operating systems.

In addition, in 2021, LoongArch, a subsidiary of the Chinese Academy of Sciences, also successfully released the 100% independently developed LoongArch architecture, and developed the corresponding chip and software ecology based on the LoongArch architecture, both of which made the mainland invincible in the development of semiconductor chips.

The current Russian market solution is also very simple, there are three ideas, one is based on the RISC-V open source instruction set architecture to develop an alternative chip solution, of course, this time is relatively long, at least 2 to 3 years, and must also be a continuous increase in R & D investment.

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

The second is to apply for the license of the LoongArch architecture and develop chips based on the LoongArch architecture, which is also the best solution at present, because the LoongArch architecture is compatible with the ARM architecture, X86 architecture and RISC-V architecture, which can quickly solve the problems faced by local chip companies.

The third is to learn Loongson Zhongke, and also engage in a set of 100% independently developed chip instruction set architecture, of course, this cost of money and time will undoubtedly be more long-term.

summary

It is getting more and more serious, and after TSMC's supply is cut off, bigger problems have emerged

In fact, on the Russian local will face the situation that arm's latest architecture can not be used, has long been expected, after all, we know too much about the old United States, which is why ni Guangnan, an academician of the Chinese Academy of Sciences, said last year, "The mainland can appropriately focus on the RISC-V architecture to develop the chip industry, so as to seize the opportunity of rapid development of China's chip industry, and is not constrained by foreign monopoly architecture, and firmly grasp the initiative in the development of the chip industry in its own hands."

Now it seems that this plan is also applicable to the Russian market, but the Russian market wants to solve the problem in the short term, so this plan is not very suitable, because this is a long-term strategy.

Science and technology self-media writers interpret different technologies from different perspectives.