Luddite - is the Singularity near?

China Boosts in Silicon...

The global silicon arms race continues, so what does China have in hands concerning CPU architectures?

Accelerator - Matrix 2000 used in Tianhe-2 supercomputer

https://en.wikichip.org/wiki/nudt/matrix-2000

Alpha - early ShenWei designs, maybe gen 1 to 3

https://en.wikipedia.org/wiki/Sunway_(processor)#History

ARM

From Huawei mobile chips, over Phytium desktop CPUs, to HiSilicon server chips there are many IP licensees.

IA64 (Itanium) - FeiTeng 1st gen

https://en.wikipedia.org/wiki/FeiTeng_(processor)#Initial_designs

MIPS64 - Loongson/Godson CPU

https://en.wikipedia.org/wiki/Loongson

POWER(8/9) - Suzhou PowerCore CP1/CP2

https://www.wsj.com/articles/ibm-technology-adopted-in-chinese-chips-servers-1426766402

RISC - Sunway ShenWei SW26010 with own ISA used in Sunway TaihuLight supercomputer

https://en.wikipedia.org/wiki/Sunway_SW26010

RISC-V - Xuantie CPU by Alibaba

https://www.techspot.com/news/81177-china-alibaba-making-16-core-25-ghz-risc.html

SPARC - FeiTeng Galaxy FT-1500 CPU used in Tianhe-2 supercomputer.

https://en.wikipedia.org/wiki/FeiTeng_%28processor%29#Galaxy_FT-1500

x86-64 - THATIC, a joint venture with AMD

https://en.wikipedia.org/wiki/AMD%E2%80%93Chinese_joint_venture

x86-64 - Zhaoxin, a joint venture with VIA

https://en.wikipedia.org/wiki/Zhaoxin

Silicon Arms Race Continues...

TSMC invests $100 billion over 3 years:

https://www.reuters.com/article/us-tsmc-investment-plan-idUSKBN2BO3ZJ

South-Korea plans to invest $450 billion over 10 years:

https://www.extremetech.com/computing/322826-south-korea-commits-450-billion-to-chase-semiconductor-dominance

US plans to fund $50 billion for chip research over 5 years:

https://www.reuters.com/world/us/biden-jobs-plan-includes-50-bln-chips-research-manufacturing-2021-04-12/

EU commits to $145 billion investment for silicon:

https://www.eenewseurope.com/news/145bn-boost-europes-semiconductor-industry

China still 5 years behind in silicon says TSMC founder:

https://www.fudzilla.com/news/52752-china-five-years-behind-tsmc

China needs 5 to 10 years to catch up in silicon according to South China Morning Post:

https://www.scmp.com/tech/tech-leaders-and-founders/article/3024315/china-needs-five-10-years-catch-semiconductors

Complete home-grown Chinese silicon seems to be 28nm:

https://www.verdict.co.uk/china-chips-manufacture-technology/

TS Feedback Loop

Google is using AI to design its next generation of AI chips more quickly than humans can. Designs that take humans months can be matched or beaten by AI in six hours

https://www.theverge.com/2021/6/10/22527476/google-machine-learning-chip-design-tpu-floorplanning

Introducing GitHub Copilot: your AI pair programmer

Today, we are launching a technical preview of GitHub Copilot, a new AI pair programmer that helps you write better code. GitHub Copilot draws context from the code you’re working on, suggesting whole lines or entire functions. It helps you quickly discover alternative ways to solve problems, write tests, and explore new APIs without having to tediously tailor a search for answers on the internet. As you type, it adapts to the way you write code—to help you complete your work faster.

Developed in collaboration with OpenAI, GitHub Copilot is powered by OpenAI Codex, a new AI system created by OpenAI. OpenAI Codex has broad knowledge of how people use code and is significantly more capable than GPT-3 in code generation, in part, because it was trained on a data set that includes a much larger concentration of public source code. GitHub Copilot works with a broad set of frameworks and languages, but this technical preview works especially well for Python, JavaScript, TypeScript, Ruby and Go. 

https://github.blog/2021-06-29-introducing-github-copilot-ai-pair-programmer/

Some Rough 2020 Numbers...

~7.8 billion humans on planet earth, 9 billions predicted for 2050.

~4B internet users:
	>80% of Europe connected
	>70% of NA connected
	>50% of China connected
	>40% of India connected
	>20% of Africa connected

~3B Android + ~1B iPhone users.

2B-3B PCs worldwide (desktops/laptops) running:
	~75% Microsoft Windows
	~15% Apple MacOS
	~2% Linux
	<1% Unix

200M-300M PCs shipped annually.

~1B hosts in the internet running:
	~75% Unix/Linux
	~25% Microsoft Windows

Estimated 2% of all produced chips sit as CPUs in desktops/mobiles, the majority are micro-controllers in embedded systems.

Millions, billions, fantastillions - some rough 2020 market capitalization numbers:

Apple				~2 T$
Microsoft			~1.5 T$
AlphaBet(Google)		~1.5 T$
FaceBook			~1 T$
Amazon				~1 T$
Alibaba				~0.5 T$

Nvidia				~300 B$
TSMC				~300 B$
Samsung				~300 B$
Intel				~200 B$
AMD				~100 B$
ARM				~40 B$
HP				~30 B$
Lenovo				~20 B$

Netflix				~150 B$

Oracle				~150 B$
SAP				~150 B$
IBM				~100 B$
RedHat				~30 B$

Bitcoin				~150 B$

And the other side...

>3B people suffer from fresh water shortage
~800M people starve
>80M refugees worldwide
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