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    Home » Sections » AI and machine learning » Huawei bets on brains over brawn in AI chip race

    Huawei bets on brains over brawn in AI chip race

    Huawei CEO Ren Zhengfei says the company is making big strides in the development of advanced semiconductors.
    By Agency Staff10 June 2025
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    Huawei bets on brains over brawn in AI chip race - Ren Zhengfei
    Huawei’s Ren Zhengfei/Reuters

    Huawei Technologies’ chips are one generation behind those of US peers but the firm is finding ways to improve performance through methods such as cluster computing, Chinese state media quoted CEO Ren Zhengfei as saying on Tuesday.

    The chip maker invests C¥180-billion (US$25.1-billion) in research annually and sees promise in compound chips — chips made from multiple elements — Ren said in an interview with the People’s Daily newspaper of the governing Communist Party.

    There is “no need to worry about the chip problem”, Ren said, addressing concerns stemming from US export controls.

    Huawei’s Ascend series of AI chips competes in China with offerings from Nvidia, the global leader in AI chips

    The article, published on the front page of the newspaper, come as top US and Chinese officials are set to resume trade talks for a second day in London where topics such US tech restrictions on China are expected to be discussed.

    Since 2019, a slew of US export curbs, aimed at curbing China’s technological and military advancements, have restricted Huawei and other Chinese firms from accessing high-end chips and the equipment needed to produce them from abroad.

    Ren’s comments are the first ever from him or Huawei about the company’s advanced chip-making efforts, which have become a flashpoint in US-China tensions.

    Huawei is just one of many Chinese chip makers, Ren said in the interview, adding: “The United States has exaggerated Huawei’s achievements. Huawei is not that great. We have to work hard to reach their evaluation.

    CloudMatrix

    “Our single chip is still behind the US by a generation. We use mathematics to supplement physics, non-Moore’s Law to supplement Moore’s Law and cluster computing to supplement single chips and the results can also achieve practical conditions. Software is not a bottleneck for us,” he said. (Cluster computing is when multiple computers work together. Moore’s Law refers to the speed of chip advancement.)

    Huawei’s Ascend series of AI chips competes in China with offerings from Nvidia, the global leader in AI chips. The US commerce department last month said the use of Ascend chips would be a violation of export controls.

    Read: Bye-bye, Microsoft: Huawei launches its first non-Windows laptop

    Nvidia’s AI chips are more powerful than Huawei’s but the company has been barred by Washington from selling its most sophisticated chips to China, causing it to lose significant market share to Huawei.

    In April, Huawei launched “AI CloudMatrix 384”, a system that links 384 Ascend 910C chips in a cluster that companies can use to train AI models, which has been described by analysts as able to outperform Nvidia’s GB200 NVL72 system on some metrics.

    Ali Song/Reuters

    Dylan Patel, founder of semiconductor research group SemiAnalysis, said in an article that month that it meant that Huawei and China now had AI system capabilities that could beat Nvidia.  — Liz Lee, with David Shepherdson, (c) 2025 Reuters

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