China Debuts First 7nm Data Center GPU

I wonder whether it will ever end up in the hands of some western analysts, to see exactly how much is home-brew and how much copypasta or breaking patents.

 

Shanghai Tianshu Intellectual Semiconductor Co. (Tianshu Zhixin) announced Wednesday that it's nearing "mass production and commercial delivery" of Big Island, China's first domestically produced 7nm general-purpose GPU (GPGPU).

Tianshu Zhixin said in January that BI was made using an unidentified 7nm process node and 2.5D chip-on-wafer-on-substrate (CoWoS) packaging. On Wednesday, it confirmed our suspicion that BI was made using TSMC's 7nm FinFET process.

https://www.tomshardware.com/news/china-first-7nm-gpu-heads-to-production

 

But... can it mine?

 

Unless China forces these to be used internally I doubt they will be able to compete with NVIDIA or Cerebras.

Datacenter GPUs are a only a small part of the market, outside of short term movements in the Ethereum mining which Bitmain can't respond to in time, which are risky to stake a GPU company on. It will be hard to compete with NVIDIA/AMD which can recoup most of the one time costs in larger markets and have the most developer buy in. Cerebras at least has some massive architectural advantages for large MLPs.