Most of Russia's War Chips Are Made by US and EU Companies (Intel, AMD, STM)
bloomberg.com
bloomberg.com
Here is a teardown of a Russian Orlan-drone:
https://informnapalm.org/en/russian-drone-orlan-10-consists-...
There are strategies for whack-a-mole.
I would suspect that most of their domestic chip-making capabilities are focused on their latest generation of weapons like their hypersonic missiles. There's little reason to not throw COTS chips into drones and other mass produced, low cost items.
We could not even stop them from spying on the Manhattan Project.
This here proves that Russians cannot make chips on their own. The loss of East Germany and other high tech sectors of the former union is grossly apparent.
EDIT: if Russia were any stronger than they really are, they'd build their own chips. Rather than try to avoid sanctions to purchase our $1 low-tech mass produced chips. The fact that they've stopped so low as to rely upon burglary of others is our advantage. It means we can slow down and hamper their efforts.
It's true that Russia isn't the USSR. At the same time, it's not the economic backwater people said it is; it's got fairly developed industry.
STM32 is particularly hilarious to me. I mean, they are good chips but they aren't exactly high tech. STM32 is a thing I expected Russia to be able to produce domestically. But apparently now the cats out of the bag. Clearly the Russian semiconductor industry is in a hilariously bad state.
Why would Russia invest tens of millions of dollars on making its own series of 5 cent microprocessors when it can just import cheap commodity STM32 chips? There is no point in manufacturing them, it's simply not a smart way of spending money.
If you don't believe Russia can fab their own chips, you can just go on eBay and buy an Elbrus system, or something. They can. They have the capability to produce basic chips, and you can buy them. I don't understand why them doing the smart thing and saving hundreds of millions to billions of dollars by not reinventing the wheel and redesigning every category of commodity chip is proof they can't, especially when you can literally go out and buy Russian made chips.
But FPGAs can replace ASICs especially with regards to RADAR / signal processing. Its clear that they prefer these Xilinx / Altera chips, because they're bothering to try to black-market import these chips and avoid sanctions.
> Why would Russia invest tens of millions of dollars on making its own series of 5 cent microprocessors when it can just import cheap commodity STM32 chips? There is no point in manufacturing them, it's simply not a smart way of spending money.
Because we have laws (that should be better enforced) such that Russia isn't supposed to be getting those chips right now. Starve Russia of those chips.
While FPGAs can replace ASICs for some tasks, that's not true for all of them, and for many it will be worse in the end. But sure, anyways Russia can't go lower than 65nm so it can't make great FPGAs no matter what.
While they build their own chips, the video looks at why Russia can't replace TSMC for all of domestic use. But I suspect the whole local industry is oriented towards the war machine. I doubt you need 3nm chips for missiles.
STM32. That means we are talking about 40nm or older chips that Russia is stealing from us.
Yeah, we need to work better securing our border/customs. But we also can take a step back and laugh at the fact that they are stealing our low cost commodity low-tech chips.
https://www.businessinsider.com/russia-ammunition-manufactur...
The Soviet and now Russian approach to war is logistics, math. They use a lot of modelling in their strategy. Its clear they are not having too many logistic problems despite sanctions if they can produce so much. And that is worrying.
When supply lines were cut in Kherson by Ukraine, Russia pulled back. If Ukraine wants to win, they need to target supply lines and production capacity. They can target supply lines, but production capacity seems so far out of reach.
I guess the fact that neither party has officially declared war on each other means targeting production will remain out of reach. You read that right, neither Ukraine or Russia had officially declared war.
That means we can stop the production of Russian drones by just being more careful about STM32 exports. No need to bomb or explode anything.
NXP chips as well: that's being imported through Europe.
Intel Altera chips likely came from Arizona, Texas, Utah, or maybe Israel. There's only so many places those chips are made.
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How did a chip made in (probably) Arizona get into a Russian drone that killed Ukrainians? That's what this story is about. (In the case of Intel/Altera FPGAs). There's tons-and-tons of chips that have come from various USA (Intel Altera FPGA), European (NXP), Korean, or Taiwanese (TSMC makes STM32 IIRC) fabrication facilities.
Russia is importing them because Russia either has no capability to make these chips at home, or has decided that importing them is cheaper/easier. That's their weakness, its something we can cut-off if we tightened up customs a bit.
If these drones use one per drone and you can buy thousands of these chips easily, they've got a lot of drones to be built before their own supply runs out
Iran (Hezbollah/Hamas/Houthis), North Korea, etc. etc. There's plenty of groups around the world who do _NOT_ have the capabilities to build chips who will 100% copy Russia's strategy here.
We need to keep these chips out of their hands too. Even if its "too late" to stop it for Russia-Ukraine, its not too late to stop it in say... I dunno... China vs Taiwan scenario in a few years.
Better to get started on this today rather than complaining about it again 5 years from now when the _NEXT_ inevitable group starts stealing our chips to build their munitions.
Don't let perfect be the enemy of good here. Regardless of the future, we will be happier as a country to have this figured out today, rather than delaying this another few years.
I'm not talking 3nm top-of-the-line stuff (though Intel / Arizona is close to that). I'm talking about our 50-cent voltage regulator chips that's seemingly outside the ability for Russia to make (As Russia is clearly taking Ti chips from us somehow).
It's hilariously sad to see them struggle with sourcing such low levels of technology. This is decades old 180nm or older chips here.
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China is far far ahead, at least at EUV, likely under 10nm these days.
This is incorrect - Russia does have domestic 180mm, 90nm, and 65nm fabs. You can even buy chips made at those fabs.
Ultimately it's cheaper to import a 50cent TI DAC (or a clone from China) than go through the entire design pipeline for your own. The rational choice is to import commodity grade chips (which can't be sanctioned anyways) and leave the domestic fabs to more sensitive things like radars, EW systems, etc... That require custom silicon.
We can see that Russia prefers to import these $1 or cheaper chips, rather than build their own.
Every black market trick they do to penetrate customs to get these chips is another trick we can track and close down. Its ongoing work, but likely important for other wars that have yet to come (see China, who might pull the same crap if they start anything with Taiwan).
They can't make newest-generation chips for a flagship smartphone, but simpler devices are likely going to be fine.
Billions of $ are being sunk into new chip fabs outside the axis influence.
https://www.whitehouse.gov/briefing-room/statements-releases...
The reason Russia went to war withUkraine is: https://www.reuters.com/technology/exclusive-ukraine-halts-h...
That's an older article, production resumed and any russia navy that gets anywhere near odessa gets sunk.
World wars suck eh.
But for this same reason, this is why SMIC is fully embargoed by everyone.
This is why Taiwan will fall.
https://www.bbc.com/news/world-asia-china-67855477
The current world war is all about chips and cyber armies.