Known primarily as a smartphone maker, Huawei is significantly expanding its capabilities in technology, including AI chips, amid U.S. export restrictions.
Strategic Position of Huawei
Huawei is becoming a key player in semiconductor technology for China, much like Intel is for the USA. The company is evolving its chips and aims to ensure the country's self-reliance in these technologies. Specifically, the new AI chip Ascend 910D has the potential to outperform Nvidia's H100 chips, on which many modern language models are based.
Challenges in Scaling AI Chip Production
China faces serious difficulties in mass production of AI chips. To deploy the Ascend 910C, Huawei had to establish a number of shell companies to circumvent certain restrictions. These measures indicate the existence of large smuggling networks needed to neutralize export controls.
Future Development of China's AI Industry
Experts believe that China has succeeded in creating its own AI industrial complex by combining the efforts of Huawei, SMIC, and other companies. Forecasts suggest that by 2030, export restrictions against China could be neutralized, allowing the country to develop its advanced chip production technologies.
Huawei's development and its efforts in AI chips underscore the strategic importance of technology for China. It is expected that in the future, the company will significantly improve its position in the global market despite current obstacles.
