Commercial agreement between TSMC and the Chinese Artificial Intelligence companies, HiSilicon, Cambricon Technologies, Horizon Robotics and DeePhi Tech, for the manufacture of the processors.
One of the hottest and most important markets right now is Artificial Intelligence and all the big companies want their piece of cake. NVIDIA, AMD or Intel already have solutions for this market, destined to move billions of euros in the coming years. Well now, several leaders of the Artificial Intelligence industry in China have partnered. Specifically HiSilicon, Cambricon Technologies, Horizon Robotics and DeePhi Tech, have signed a collaboration agreement with the chip manufacturing giant TSMC, with the intention of taking an important leap in the development of new solutions.
HiSilicon is behind the Kirin 970, the new processor that integrates AI computing power and that has been implemented for the first time in the Huawei Mate 10 and Mate 10 Pro smartphones, which were launched on the market in October 2017. These processors were started to be mass produced in mid-2017 and are based on TSMC's 10nm FinFET process, producing about 4.000 pieces per month on 12-inch wafers. Huawei is one of the main smartphone companies and works to improve AI for mobile terminals and wants to conquer 40% of the Chinese market.
Regarding Cambricon Technologies, this company has three processors with AI capacity launched in November 2017. The first is the Cambricon 1H18, for computer vision applications with low consumption, the second is the Cambricon 1H16, high-end for general uses and the Cambricon 1M, intended for autonomous driving. In addition, they have recently introduced the MLU100 AI, for interference applications in data centers and small and medium-sized servers. The MLU200s are for AI research center training applications. All are manufactured by TSMC in 16nm.
Horizon Robotics has two processors for AI and that were launched in December, one for image processing and the other for utilities for smart cities and with low energy consumption. The company wants to implement a Bernoulli-based processor in 2018 and a Bayes-based processor in 2019. DeePhi The, plans to launch two processors in 2018, one for cloud utilities with AI and the other for AI end-device applications. The last one based on the Aristotle architecture, self-developed and to be produced by TSMC in 28nm.