Share the QR code with wechat scanning code < / P > < p > to friends and circles of friends < / P > < p > [text / observer network Lv Dong] < / P > < p > after Intel and AMD in the x86 architecture camp successively cut off supply to Russia, arm, which plays a leading role in the field of mobile terminals, also announced to join the ranks of sanctions against Russia a few days ago. These actions, especially the supply interruption of arm, will undoubtedly have an impact on the development of independent science and technology industries in Russia < p > but Russia will not be paralyzed immediately. On the one hand, the inventory of Russian enterprises can still support for some time. On the other hand, there is an open-source instruction set standard risc-v for Russian self-developed chips, and risc-v has made it clear that it does not hold a political position < p > for Russia, there is another big problem besides chip design - chip manufacturing. After TSMC announced compliance with U.S. sanctions, a number of self-developed CPUs in Russia faced the risk of failure to produce. In the view of western industry insiders, Russia's chip manufacturing technology lags behind TSMC for about 15 years, and Japan's interruption of supply of key materials and equipment will also aggravate the difficulty of Russian semiconductor manufacturing < p > an export control lawyer told observer.com that Western sanctions against Russia will largely promote the formation of a new international sanctions alliance led by the United States, and a new "Paris Coordinating Committee" and even a new Cold War organization may emerge rapidly in the context of the conflict between Russia and Ukraine. The sanctions measures and experience against Russia may be copied and used by the United States on China, which we need to highlight. We should deeply study the development of the sanctions system and its possible great impact on the political and economic situation in China, Russia and even the world from the macro and technical details < p > three mainstream CPU design architectures < / P > < p > will arm power failure be a "devastating" blow < p > on March 18 local time, arm said in an email to foreign communication industry media light reading, "in order to comply with the export control and economic sanctions measures issued by the governments of the UK, the European Union, the United States and other countries, arm has suspended the delivery of products and support to Russian customers and partners." < p > arm is currently headquartered in the UK, but the ownership of the company belongs to Softbank group of Japan. Unlike Intel, AMD, NVIDIA and other companies, arm does not sell finished semiconductor products, but the microprocessor design and architecture IP provided by the company are widely used in mobile devices. Arm's customers include Qualcomm, Huawei, apple and other companies < p > before arm, the x86 camp represented by Intel and AMD had announced that it would stop supplying to Russia. In fact, as the West continues to increase sanctions against Russia in recent years, Russian enterprises have been trying to replace the CPU products of Intel and AMD. The ELBRUS and Baikal processors developed by the country adopt arm architecture < p > screenshot of light reading report < / P > < p > light reading commented that the supply interruption of arm could be a "devastating" blow to Russian customers because they have always regarded arm as an alternative to x86. The report also mentioned that with the supply interruption of Intel, AMD and arm, Russia may lose the basic components needed to build and operate the data center, which is the infrastructure supporting the Internet < p > according to omdia, a market research firm, by the end of 2021, 77% of the world's data center servers used Intel processors, AMD's share was 18%, and the remaining 5% were based on arm. Moreover, arm aims to occupy 90% of the mobile processor market, 65% of the network equipment market, 25% of the data center / cloud market, 90% of the Internet of things chip market and 90% of the in vehicle infotainment and driving assistance market by 2028 < p > data source: statista < / P > < p > at present, Russia has smaller cloud service providers yandex and mail Ru, and data center operators such as dataline and rostelecom. In 2021, yandex announced that it plans to establish its own server hardware business in cooperation with VTB, a Russian state-owned bank. Light reading reported that yandex wants to find a supplier without sanctions. It may buy IP services directly from arm or rely on Russian partners who cooperate with arm, but now this is no longer an option < p > earlier this month, yandex warned investors about supply problems. The company said in a statement, "We believe that the current capabilities of our data centers and other technologies critical to our operations will enable us to continue to operate normally for at least the next 12 to 18 months. However, if the supply of hardware, software or other technologies used in our business or products is interrupted for a long time, and assuming that we cannot obtain alternative sources, our operations may be materially and adversely affected over time." < p > light reading reported that it is unclear whether Russian operators and cloud computing companies can find a way to obtain arm based processors from non Russian customers of the British company. The report also mentioned that the Chinese company Huawei is also unable to obtain chips using American technology, but Huawei has always relied on its relationship with arm to design its own server processor. Arm declined to disclose whether its cooperation with Huawei was affected by the latest sanctions < p > in March 2021, in response to the cooperative relationship with Huawei, arm once pointed out that "arm originates from both US IP and non US IP. After a comprehensive review, arm determined that its arm V9 architecture is not bound by the US export administration regulations (ear). Arm has notified relevant departments of the US government, and we will continue to abide by the guidelines of the US Department of Commerce for Huawei and its subsidiaries Hisilicon." < p > in 2021, arm released the latest V9 architecture < / P > < p > for Russia, the latest actions of AMD, Intel and arm will not cause "disaster" immediately, because Russia has reserved chip inventory to ensure the normal operation of the data center. However, as yandex revealed, this inventory will eventually run out. Manoj Sukumaran, chief analyst of IT Department of omdia data center, warned that Russian companies cut off processor supply may be forced to "reduce their expansion plans" and Internet services may be affected This is a further alternative to arm light. Sukumaran revealed that several Russian companies have been developing processors using risc-v. These companies include rostoc, a technology investment company, yadro, a server manufacturer, and syntacore, a design company. However, considering the ecological maturity and other issues, risc-v seems to have a long way to go to become a viable third option < p > observer noted that risc-v International Foundation was established in 2015 and moved its headquarters from the United States to Switzerland in March 2020. stay ?
2023-03-22 10:04:52