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

Alpha - early ShenWei designs, maybe gen 1 to 3


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

IA64 (Itanium) - FeiTeng 1st gen

MIPS64 - Loongson/Godson CPU

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

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

RISC-V - Xuantie CPU by Alibaba

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

x86-64 - THATIC, a joint venture with AMD

x86-64 - Zhaoxin, a joint venture with VIA

Silicon Arms Race Continues...

TSMC invests $100 billion over 3 years:

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

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

EU commits to $145 billion investment for silicon:

China still 5 years behind in silicon says TSMC founder:

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

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

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

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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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