Huawei chief hasn’t a chip worry in the world

In a recent interview with the Daily of the state people of China, the founder and CEO of Huawei, Ren Zhengfei, tested an evaluation of the Chinese semiconductor industry that many could find surprising. An English version of the interview was published by the Global Times managed by the Communist Party.

“There is no real need to worry about the problem of chips,” said the head of Huawei. “When heprar methods such as overlap and grouping, computational results can match the most advanced global standards. In terms of software, thousands and thousands of open source software will meet the needs of the whole society in the future.”

This optimism comes from the analysis of objectives backed by Huawei’s own experience, with some self -descetion:

“There are many companies in China that make french fries, and many are doing well; Huawei is just one of them. The United States has exaggerated Huawei’s achievements: the company is not so powerful. We need to work hard for its evaluation.

“Our individual chips are still delayed behind the US. Uu. For a generation. We use mathematics to compensate for physics, law approaches to Moore to complement Moore’s law and group computing to compensate for the limitations of a single chip, which can also pursue practical results.”

This is with Dylan Pateel’s conclusion and his creamleague in Semianalysis, who discovered that the Ascend 910C AI processor of Huawei is more impression when used in the cloud matrix of the company 394 Rack Systemation Processors for solution of solution solution Ai-Data Center, servers, networking, storage, storage, energy management and cooling.

In its estimate, the Matrix of Cloud 394 “competes directly” with the GB200 GB200 of NVIDIA GB200 Grace Blackwell Superchip.

“The engineering advantage,” they write, “is at the system level not only at the chips level, with innovation in the accelerator, networks, optics and software layers … Huawei is a generation behind the chips, but its expansion solution is possibly a generation ahead of current NVIDIA and AMD products in the market.”

With respect to the continuous effort to develop the basic semiconductor devices necessary to support the consumer electronics of the country, automotive industries and other industries, “China has opportunities in low and half -ranking bustan range. For compound semiconductors.”

An outstanding example is China’s rapid advance in silicon carbide power semiconductors, which have become standard in electric vehicles (EV). Approximately two thirds of electric vehicles (EV) of the world are manufactured in China, what this does Both an obvious opportunity and a strategic need.

Compared to ordinary silicon, SIC -based power devices are more efficient in energy and reliable. They improve the performance not only of electric vehicles and battery loaders, but also of industrial machinery, solar and wind energy and data centers.

In March, Byd announced a new high -speed EV load system, which is 400 kilometers of driving in five minutes, twice the performance of the Tesla supercharger.

According to Digitimes, “silicon carbide semiconductors (sic) played an instrumental role in this technological advance, such as key advantages of broadband material, including high voltage resistance and temperature and reliants suporcithiskcycycycycy, the high voltage load.”

Nomad SEMI wrote that “this achievement made the advance of the Byd semiconductor in the high -power SIC chips of 1,500 V. It marks the first large -scale application of 1500 V sic chips in the global automotive industry.”

Byd is also beginning to make his own SIC wafers, which should give him a complete internal internal SIC chain of substrates to chips and modules.

Established in 2002, semiconductor ByD also manufactures other types of discrete power semiconductors, energy management ICS, microcontroller units (MCU), Opto -electronic sensors and devices used in new energy vehicles, which include. Byd Apparars to be on their way to self -sufficiency in automotive semiconductors.

Ren also emphasized the importance of theoretical scientific research. “We must understand and support those who do theoretical work,” he said. “We need to appreciate his vision; his great and quiet dedication … those involved in theoretical research are the hope of the future of our country.”

HUAWEI IS DOING ITS PART: “We Invest 180 Billion Yuan (US $ 25 billion) In Research and Development Each Year, With Approachyately 60 Billion Yuan Allocated to Basic Theoretical Research, which is not subject to performance inarea. Aboutestuation and aboutestuation and ABOUTESTUATION AND ABOUTESTUATION AND ABOUTETIS AND ABOUTETISE AND ECCESTITION AND ECCESTITION AND ECCESTITION AND ECCESTITION AND ECCESTITION AND ECCESTITION.

For example, more than 20 years of research on hybrid stochanics numbers systems have led to Stochany Hybrid computer socket (System-on-Chip) for high performance computing at the School of Electronic Engineering and information on Beijing information).

Directed by Professor Li Hongge, the research and development team combined binary values ​​(0-1) and stochastic (based on probability), computing in memory and heterogeneous soc design (multiple specialized processing units) using open source RISC-V architecture, which is beyond the reach of the sanctions of the United States government.

As reported by Guangming Daily, the hybrid chip has greater fault tolerance, a stronger resistance to interference and energy efficiency much greater than conventional Barary digital chips.

As translated by Trendforce, “Professor Li explains that stochastic computing expresses values ​​through the probability of a logical signal of CMos that traces the duration ‘high’ a given period of time. In other times, the slight ferrence Level Level Level Level-Level-Level-Level-Level-Level-Level-Level-Level-Level-Level-Level-Level Level-Level Level Level Level Librador Level Librador LEVEL-LEVEL Librador Level Level Level Level Level Level Level Level Level Level Level Level Level Level Level Velavel Level Velavel helps the road the road

BUAA is already applying technology to touch recognition, instrument display panels and flight control. Beyond that, the research team is working in more complex functions, such as voice and images processing and the acceleration of the AI ​​model. The chips themselves are manufactured by the Chinese IC Foundry SMIC.

Similar R&D programs are being carried out in the United States, Japan and Europe, but for the moment, China leads the world in the practical application of stocharcy hybrid computer science.

The negative implications for the containment of the US technology policy. They must be obvious.

“For the US semiconductor industry, China has gone,” said the electronics analyst Trade Jones to New York Times.

Jones is the founder and CEO of the California International Business Strategies consulting firm, “the projects that Chinese companies will have a most of the chips in all important categories of China by 2030”.

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