1/11/2025
On January 7, 2025, during a meeting with my Korean student, she shared some challenges she’s currently facing. Her experiences mirror what many of us encounter—coping with numerous changes and uncertainties in life. I followed up the next day with this message, which serves as a reminder to us all. Whenever I share a pep talk like this, I find myself equally encouraged.
“It seems like your life is currently filled with changes, choices, and uncertainties. In times like these, it’s natural to feel disoriented or even stressed. Finding a core value or an anchor to hold onto can make a significant difference. That’s where a New Year’s Resolution can help. Perhaps you can start asking yourself questions like: What matters most to me right now, and what will still matter in 10 or 20 years? Then, put those answers into your resolution as a constant reminder.”
Speaking of challenges, few have been as monumental as those facing China’s semiconductor industry. Since the imposition of US sanctions, China has struggled to develop advanced chipmaking technologies.
An article published in MIT Technology Review by Zeyi Yang on February 6, 2024, titled "Why China Is Betting Big on Chiplets," sheds light on how China is responding to these challenges. And there's another one on Qinghua's photonic "chiplet Taichi."
The Promise of Chiplets
Chiplets are modular components of a chip, each designed for a specific function, such as data processing or storage. These components can be connected to form a complete system. Unlike traditional monolithic chips, chiplets are cheaper to produce, easier to customize, and faster to upgrade. Crucially, they enable manufacturers to circumvent the need for cutting-edge chipmaking technologies by combining less-advanced chiplets to achieve similar performance.
The article highlights that China’s chiplet development is a collective effort involving venture capitalists, startups, academic researchers, and government initiatives.
Academic Research: Organizations like the National Nature Science Foundation of China are funding chiplet research.
Local Industry Hubs: Cities like Wuxi are positioning themselves as centers for chiplet production, earning the nickname "Chiplet Valley."
Startups: Companies such as Polar Bear Tech, Chiplego, and others are making strides in chiplet-based technologies, with products like the AI chip Qiming 930.
Challenges on the Path to Progress
Despite its potential, chiplet technology faces significant hurdles:
Compatibility and Standardization: For chiplets to work seamlessly together, universal technical standards are crucial. However, disagreements over standards—both globally and within China—threaten to slow progress.
Technical Limitations: Issues like power consumption, heat management, and system reliability could undermine the performance of chiplet-based systems.
Performance Gap: While chiplets are promising, they are unlikely to match the capabilities of cutting-edge monolithic chips in the near future.
Reasons for Hope
The article maintains an optimistic tone about China’s semiconductor future. Three key strengths support this outlook:
A Practical Workaround: Chiplets offer a viable way for China to sidestep US sanctions and leverage its existing capabilities to create competitive chips.
Strength in Packaging: China already controls 38% of the global chip packaging market, giving it a strategic advantage in integrating chiplets effectively.
Scalability and Cost Efficiency: The modular nature of chiplets aligns well with China’s ability to scale production and reduce costs.
Moreover, there is substantial financial backing from venture capitalists, government initiatives, and startups. Coordinated efforts at both national and local levels further bolster China’s ability to prioritize technological development.
Road Ahead
Still, the road to technological self-reliance is fraught with uncertainties. Success will depend on sustained investment, strategic focus, and the ability to innovate independently in critical areas like advanced packaging and lithography. While chiplets are not a magic solution, they represent a meaningful step forward in China’s efforts to overcome its current challenges.
Ultimately, China’s steady progress and adaptability could position it as a stronger player in the semiconductor industry. While the journey will not be smooth-sailing, the collective willpower and resources being devoted to this endeavor suggest that the success is not far away.