The US tried to burden Huawei with vetoes. Huawei’s response: thank you very much for everything

According to the RAE, the resilience It is the ability of a material, mechanism or system to recover its initial state when the disturbance to which it had been subjected has ceased. According to the tech industry, resilience is… Huawei. After nearly half a decade of frontal attack by the US administrationthe Chinese company has just achieved its second best result on record to date. 127 billion dollars. Huawei Technologies record more than 880 billion yuan ($127 billion) by 2025, according to company executives. This is the second highest figure recorded for the company, after the historical figure it achieved of 891 billion yuan (129 billion dollars). which he obtained in 2020. China’s role. After the fight launched by the United States government, China’s national plan with Huawei has been clear: make it the main actor in the country. During the last year, the company managed to take first place in mobile phone sales, surpassing Apple according to IDC data. The Harmony Tsunami. The United States banned Huawei from the Android ecosystem. The answer was not to improvise an alternative, but to do something much more ambitious: build your own with HarmonyOS. That has been the key to not being buried. Huawei didn’t just develop a replacement for Android; has managed to develop a complete and integrated ecosystem. A system that connects mobile phones, smart watches, tablets and even electric cars under the same architecture and services. HarmonyOS has permeated, according to Huawei itself, in more than 100 million smartphones (sales estimates five years ago gave Huawei barely 10 million after its crisis), and this is just the beginning. Ambition. Huawei has doubled its artificial intelligence infrastructure in recent years, betting on its internally designed Ascend chips and becoming a key player to train some of the great AI models. Together with its partner SMIC, and without access to the EUV machinery of the Dutch ASML, Huawei has managed raise the attention of companies like Intelwhose executives warned a few days ago that the blockade of Huawei was having exactly the opposite effect to that desired. Summing up. There are several pillars that support Huawei’s rise: Strong support from the Chinese Government A clear strategy to achieve technological self-sufficiency Massive and sustained investment in R&D, even in critical moments of the veto Building an enabling ecosystem that unites hardware, software and services. An ecosystem, also, open to other manufacturers Yes, but. Huawei continues to face the challenge of having practically disappeared in the smartphone and tablet market in Europe, as well as convincing in China that its high-end phones are a better alternative to the iPhone (Huawei is gaining in sales, but in high-end the iPhone continues to reign even in China). Despite this, the paradigm change is clear: Huawei is obtaining the same income as in 2020 despite having lost muscle outside its native country. It is the best proof that trying to isolate it from the Western world may not have been the best idea. Image | Xataka In Xataka | Catalonia wanted to create the mother of networks for its public headquarters with Huawei equipment. He thought better of it

Huawei’s problem against Nvidia is that China’s own companies prefer to continue using Nvidia

Chinese companies that are dedicated to the development of large models of artificial intelligence (AI) are trapped. On the one hand they are being forced to deal with the export restrictions of the GPU imposed by the US government. And, in addition, they are subject to His own dependence on American technology. A priori the optimal solution for them would be to stop buying Nvidia and other US companies their chips for AI, and getting “comparable” GPUs proposed by Huawei or Moore Threadsamong other Chinese companies. However, as explained in your article to Foreign Policy The American analyst Kyle Chan, the scenario they face is more complicated than it seems. And it is that abandoning Nvidia in practice is very difficult. According to ChanTencent, Bytedance, Alibaba and other Chinese companies prefer GPUs for NVIDIA because their performance is greater, especially when facing the training processes of their AI models. However, they especially opt for the chips of this American company thanks to CUDA (Compute Unified Device Architecture). CUDA is the most devastating Nvidia weapon to continue leading in AI Hardware Most of the AI projects that are currently being developed are implemented on CUDA. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA, but for the moment CUDA dominates the market. “China must develop an alternative system to achieve self -sufficiency in AI” This declaration of Li Guojie, a computer scientist from the Chinese Academy of Sciences that is considered an authority in China, Express clearly how important are the tools that I just mentioned in the AI models development ecosystem: “China must develop an alternative system for achieve self -sufficiency in AI (…) Deepseek has had an impact on the CUDA ecosystem, but has not completely overcome it because barriers persist. In the long term we need to establish a set of software tool systems for the controllable that exceed CUDA. “ This is undoubtedly one of the great challenges that China faces in this area, and probably its best option is Cann. During the last five months Huawei has launched two GPU for Ia Very competitive and is about to take a very important step: Cann will position as an open source tool kit. Its purpose is, According to Eric Xu ZhijunRotary President of Huawei, “to accelerate the innovation of developers and get the chips of the Asce Family to be easier to use.” Xu Zhijun does not mention it expressly, but what his strategy pursues in the background is to increase the competitiveness of the Huawei ecosystem attacking Nvidia where he is stronger. In addition, it has already begun to discuss with the main actors of the AI industry of China, as well as with its business partners, universities and research institutions How to build your ecosystem Open source ascend. If this initiative thrives, and presumably will, it will represent a very important step forward on the road to China’s technological independence. Image | Nvidia | Huawei More information | Foreign Policy In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

China’s big problem with chips is its difficulty to go beyond 7 Nm. Huawei’s new megaphabic confirms it

China is doing everything in your hand to achieve total independence of its semiconductor industry. The commercial and technological war that sustains with the US prevents the country of Xi Jinping access to the manufacturing equipment of Most advanced integrated circuits that produces The Dutch Company ASML. And this in practice does not allow Chinese manufacturers, such as SMIC or Hua Hong Semiconductor, produce integrated avant -garde circuits easily. In the previous paragraph I have used the adverb “easily” intentionally because, in reality, China is manufacturing avant -garde semiconductors. They are doing it At least SMIC and Huawei using, as we have explained in other articles, a lithography technique known as Multiple patterning. This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity, although it works. In fact, the most advanced chips we can find in the last smartphones and hardware for artificial intelligence (IA) more sophisticated in Huawei have been manufactured using the technique of Multiple patterning with the purpose of reaching 7 Nm. However, presumably this Chinese company will produce Your new GPU for the Ascend 920 During the second half of 2025 using 6 Nm integration technology. Satellite images show the huge complex that Huawei is building A little over a year ago, in February 2024, the newspaper Financial Times said having had access to the statements of two experts who defended that SMIC was finalizing the refinement of their semiconductor manufacturing processes in their deep ultraviolet machines (UVP). Its purpose, according to this source, was to have the necessary technology to manufacture Integrated 5 nm circuits Massively before the year 2024. For SMIC and its clients, among which Huawei is, this would be a very important achievement. Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm However, Huawei’s 5 NM socates have not yet appeared. The chip Kirin 9010 which has happened to the 9000S model is also being manufactured in the 7 NM SMIC node using The technique of Multiple patterning. We can find this soc, for example, in the new triple folding of Huawei, the Mate XT Ultimate Designwhich we tried during the latest edition of the Mobile World Congress in Barcelona. Anyway, we can be sure that Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm. In addition, it has the support of the Chinese government. In fact, Financial Times He has achieved photographs taken from a satellite in which it is possible to see a titanic manufacturing complex of integrated avant -garde circuits that Huawei is building in Shenzhen. It is meritorious that a single company is trying to develop all the links in the semiconductor supply chain and AI, As Dylan Patel arguesthe founder of the semi -health consultant, but There is a problem. And is that according to Eleanor Olcottthe Financial Times correspondent in China expert in technology, this megaplant of chips production aspires to manufacture integrated 7 nm circuits destined for smartphones and hardware for Huawei. If this information is confirmed, it will be evident that this company is still anchored at 7 Nm, although it is important that we do not overlook that this semiconductor production plant will presumably belong to Huawei. Until now, its 7 Nm chips were manufactured by SMIC, but it seems that in a short time this company will have the ability to produce its own avant -garde circuits. It is only a matter of time that finally the barrier of the 6 and 7 nm is shot down. Image | Huawei More information | Financial Times In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

Huawei’s long goodbye in Spain: from strategic partner to unwelcome technology

Telefónica has awarded Nokia the last part of its 5G core, completing the elimination of Huawei from critical Spanish networks, according to advances Expansion. Why is it important. This move culminates the unofficial banishment of the Chinese giant from critical telecommunications infrastructure in Spain. An explicit government veto has not even been necessary. The context. In 2019, Telefónica had chosen Huawei for its 5G corea decision that was surprising at the time, but international pressures, with the United States at the helm, have been forcing an immediate change of course. The operator announced shortly after a strategy multicore which, in practice, has meant the beginning of the end for Huawei in its Spanish critical infrastructures. The estimated value of the new contract with Nokia is 15 million euros for six years. Huawei’s current presence in the 5G cores of the three large Spanish operators has been reduced to 0%. In Xataka Pallete’s impossible equation: he reduced Telefónica’s debt by half… while its stock market value plummeted behind the scenes. The replacement strategy requires caution and precision, following a meticulous schedule by phases and regions, in order to avoid any interruption of service to users while the transition is completed. The entire process will take more than a year given its difficulty: this movement involves modifying critical infrastructure. The current situation. The three large Spanish operators have expelled Huawei from their network cores: Telefónica divides it between Nokia and Ericsson. Orange awarded it to Ericsson. Vodafone chose Nokia. The money trail. Huawei’s exit from the Spanish market has been accelerated not only by corporate decisions but also by public policies. Although it maintains an important presence in the radio networks of some operators – such as 70% in Vodafone-, his exclusion of public aid for rural 5G through an indirect veto has been decisive. This Government strategy, which requires avoiding “high-risk suppliers” to access public funds, led Huawei to file a lawsuit before the National Court. {“videoId”:”x88i2zx”,”autoplay”:false,”title”:”Telefónica Smart Buildings”, “tag”:”telefónica”, “duration”:”41″} Go deeper. The 5G network core is the brain that manages all connections and user data, turning it into critical infrastructure for national security. This has ended up becoming a case study on how geopolitics also changes the technological map of a country without the need for direct prohibitions. It is enough to press the appropriate buttons. In Xataka | Huawei is ousting Apple right where it hurts most: it does not stop selling high-end mobile phones in China Featured image | Huawei (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’) ; instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news Huawei’s long goodbye in Spain: from strategic partner to unwelcome technology was originally published in Xataka by Javier Lacort .

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