Huawei states that he is staying behind the chips. It is just what we want us to create

Huawei doesn’t like to get attention. He doesn’t want headlines. It is not generating too many and since 2019 The US veto and google occur The company has adopted a low profile and a shy, silent narrative. But as long as he does, Huawei does not stop growing and consolidating his role as one of the most important technology companies in the world.

The silent leader. Ren Zhengfei (Anshun, 1944) founded Huawei in 1987 and is not only the company’s CEO: he is considered a spiritual leader. He doesn’t see it like that and affirms which is rather “a puppet leader (…). It only develops a symbolic role, like an idol of cement in a temple. Without it the temple would seem empty, but in reality the idol does nothing … that I am in Huawei or in Huawei has no real impact.”

Who wants to be forgotten. Despite its absolute relevance, whether symbolic or not, Zhengfei has no intention of being in the foreground. His hope is in fact end up being forgotten. “I am just an old man. What is the point of reminding me? People should think more about the future and the world. My greatest desire is to have a coffee in a cafeteria without anyone noticing.” Zhengfei is known for his reserved and discreet character, and has transferred that way of being to his company.

“Our chips are a generation behind the US”. The phrase is from the aforementioned Ren Zhengfei, which In an interview In the Chinese state media People’s Daily talked about his latest advances in semiconductors. There the head of this giant explained that the sanctions that prevent Huawei from obtaining or manufacturing state -of -the -art chips cause that “our chip continues a generation behind the US.”

Better not believe it much. Huawei is Property of your employees And he has ties with the Popular Chinese Liberation Army, the country’s armed forces, of which Ren Zhengfei was part for several years. The commercial war has caused the company to adopt a very discreet profile, and REN’s comment on the state of its chips is possibly a strategy not to attract attention. Because although there may still be differences with the advances of the US, the Chinese giant does not stop expanding.

For all without being noticed. I explained it William Huo, an expert who explained in China how Huawei is currently 25,000 million dollars a year on R&D. One of the results of these investments have been New Ascend chips for ia that has not been designed to overcome Nvidia chips, but to climb big. And there is a blunt example.

Source: Semiianalysis

Cloudmatrix 384. Huawei chips may not be so powerful, but their clusters are. It is demonstrated by the cloudmatrix 384, direct competitor of the NVIDIA GB200 NVL72. This monster has 384 GPUS Ascend 910C connected through an optical network that allows an interconnection at speeds much larger than those offered by copper cables of the Nvidia cluster. But it is also a complete cloudmatrix 384 system, as indicated in Semiianalysisoffer up to 300 flops (in BF16 accuracy) of computing, almost double what the NVL72 GB200 of NVIDIA offers. Not only that: it has the memory capacity 3.6 times and 2.1x times the memory bandwidth. The Huawei machine is an absolute beast, no matter how much its chips “are a generation behind” – which is debatable.

The confusion. A few weeks ago there was talk of how the new laptop Huawei Matebook fold Huawei would be based on the promising Kirin X90 chip. That soc, manufactured by SMICit seemed to be manufactured with 5 Nm photolithographic node, but that was difficult. Especially since SMIC – La Foundry China that Try to follow the steps A TSMC or Samsung – has no access extreme ultraviolet photolithography equipment asml. How was I going to achieve it then?

China advances in semiconductors. SMIC (semiconductor manufacturing international corp) is the largest Chinese semiconductor manufacturer, and has a quota of about 5% In the world market. The US veto has caused this manufacturer to have access to EUV equipment, but Some rumors They pointed to what He had achieved A 5 NM node with deep ultraviolet technology (UVP). It is not so, and new data reveal that the X90 does not use a node of 5 nm (N+3) but the already known 7 Nm (N+2) As it happened with the Kirin 9020. Be careful, because in SMIC they are working on their own lithography of 5 nm, and they seem be close to achieving it. And beyond, of course, The 3 nm.

A wolf with lamb skin. Huawei does not usually generate headlines, but it seems just what he is looking for. And meanwhile, as Huo states, he manages to buy time in which the industry does not look so much in it. And meanwhile, scale without rest. But as this analyst says, not to pursue quarterly benefits, but to endure.

Image | Rubaitul Azad

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