Latest news with #RenZhengfei
Yahoo
10-07-2025
- Business
- Yahoo
Huawei's 7nm Chip Stalls Expose China's AI Weakness--While Rivals Race Ahead
Huawei's latest foldable MateBook looks sleekbut under the hood, it's running on old tech. The chip inside? A 7nm processor made by SMIC, China's top foundry. Same tech Huawei used back in 2023 for its Mate 60 Pro. According to TechInsights, there's been no real breakthrough since. That puts Huawei three generations behind Taiwan Semiconductor Manufacturing Co., which is gearing up to mass-produce 2nm chips later this year. The message: despite China's push for self-reliance, catching up in semiconductors is proving harder than expected. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Export controls appear to be doing exactly what they were designed to doslow China down. With ASML still blocked from selling EUV lithography machines to Chinese firms, SMIC hasn't yet cracked scalable 5nm production, which is the entry ticket to high-end AI, cloud, and mobile chips. Washington's restrictions on Nvidia (NASDAQ:NVDA) chips have also kept Huawei boxed out of the training game for top-tier AI models. Even so, Huawei has leaned into homegrown solutions, running its new devices on HarmonyOS and stacking chips to try and bridge the performance gap. But scale is the real testand here's where the ceiling hits. U.S. officials said Huawei could be capped at just 200,000 units of its Ascend AI chip in 2025, a far cry from global AI leaders. Still, founder Ren Zhengfei isn't backing down. In a recent interview, he brushed off the impact of sanctions and pointed to workarounds like chip stacking. Investors watching China's tech race will be asking the obvious question: is that enough to stay in the gameor just enough to survive? This article first appeared on GuruFocus.
Yahoo
09-07-2025
- Business
- Yahoo
Huawei's 7nm Chip Stalls Expose China's AI Weakness--While Rivals Race Ahead
Huawei's latest foldable MateBook looks sleekbut under the hood, it's running on old tech. The chip inside? A 7nm processor made by SMIC, China's top foundry. Same tech Huawei used back in 2023 for its Mate 60 Pro. According to TechInsights, there's been no real breakthrough since. That puts Huawei three generations behind Taiwan Semiconductor Manufacturing Co., which is gearing up to mass-produce 2nm chips later this year. The message: despite China's push for self-reliance, catching up in semiconductors is proving harder than expected. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Export controls appear to be doing exactly what they were designed to doslow China down. With ASML still blocked from selling EUV lithography machines to Chinese firms, SMIC hasn't yet cracked scalable 5nm production, which is the entry ticket to high-end AI, cloud, and mobile chips. Washington's restrictions on Nvidia (NASDAQ:NVDA) chips have also kept Huawei boxed out of the training game for top-tier AI models. Even so, Huawei has leaned into homegrown solutions, running its new devices on HarmonyOS and stacking chips to try and bridge the performance gap. But scale is the real testand here's where the ceiling hits. U.S. officials said Huawei could be capped at just 200,000 units of its Ascend AI chip in 2025, a far cry from global AI leaders. Still, founder Ren Zhengfei isn't backing down. In a recent interview, he brushed off the impact of sanctions and pointed to workarounds like chip stacking. Investors watching China's tech race will be asking the obvious question: is that enough to stay in the gameor just enough to survive? This article first appeared on GuruFocus.
Yahoo
09-07-2025
- Business
- Yahoo
Huawei's 7nm Chip Stalls Expose China's AI Weakness--While Rivals Race Ahead
Huawei's latest foldable MateBook looks sleekbut under the hood, it's running on old tech. The chip inside? A 7nm processor made by SMIC, China's top foundry. Same tech Huawei used back in 2023 for its Mate 60 Pro. According to TechInsights, there's been no real breakthrough since. That puts Huawei three generations behind Taiwan Semiconductor Manufacturing Co., which is gearing up to mass-produce 2nm chips later this year. The message: despite China's push for self-reliance, catching up in semiconductors is proving harder than expected. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Export controls appear to be doing exactly what they were designed to doslow China down. With ASML still blocked from selling EUV lithography machines to Chinese firms, SMIC hasn't yet cracked scalable 5nm production, which is the entry ticket to high-end AI, cloud, and mobile chips. Washington's restrictions on Nvidia (NASDAQ:NVDA) chips have also kept Huawei boxed out of the training game for top-tier AI models. Even so, Huawei has leaned into homegrown solutions, running its new devices on HarmonyOS and stacking chips to try and bridge the performance gap. But scale is the real testand here's where the ceiling hits. U.S. officials said Huawei could be capped at just 200,000 units of its Ascend AI chip in 2025, a far cry from global AI leaders. Still, founder Ren Zhengfei isn't backing down. In a recent interview, he brushed off the impact of sanctions and pointed to workarounds like chip stacking. Investors watching China's tech race will be asking the obvious question: is that enough to stay in the gameor just enough to survive? This article first appeared on GuruFocus.
Tahawul Tech
03-07-2025
- Business
- Tahawul Tech
Huawei receives criminal charges
Huawei looks to be facing criminal charges in the U.S. which allege the company stole technology from US companies. A district judge in the US state of New York found Huawei engaged in racketeering to expand its brand, stole trade secrets from six companies and committed bank fraud in Iran. The 16-count indictment is related to Huawei's alleged control of Skycom, which is a company based in Hong Kong conducting business in Iran. The judge stated prosecutors satisfactorily alleged Skycom 'operated as Huawei's Iranian subsidiary and ultimately stood to benefit, in a roundabout way' from more than $100 million in transfers through the US financial system, Reuters reported. The vendor pled not guilty and attempted to dismiss 13 of the 16 counts. The news site reported a trial is scheduled for 4 May 2026. The case dates back to 2019 when the US Department of Justice filed criminal charges against China-based Huawei. Company CFO Meng Wanzhou, the daughter of founder Ren Zhengfei, was also charged with bank fraud, wire fraud and conspiracy. The US government dismissed the charges against Wanzhou in 2022 after being held in Canada for nearly three years on fraud charges. Source: Mobile World Live/Reuters Image Credit: Huawei
Yahoo
26-06-2025
- Business
- Yahoo
Huawei
Huawei's Mate XT Ultimate phone, which launched in February. Credit - Courtesy Huawei As China's tech ambitions feel the squeeze from U.S. export controls, one national champion has been entrusted to plug the gap: Huawei. Seeking to limit China's technological development, Washington has cut its superpower rival off from Nvidia's most advanced AI products. However, Huawei's Ascend 910C AI chip now reportedly achieves up to 60% of performance in inference tasks when compared to Nvidia's latest H100 AI-powered semiconductor chips. Already a market leader in 5G technology, Huawei is now at the vanguard of 6G development as well as several next-generation technologies, including cloud and EVs. Huawei reported 2024 revenue of $118.2 billion, a 22.4% year-on-year rise, and has just launched a laptop with an 18-inch foldable display powered by its own Harmony operating system. 'Huawei is committed to building a solid computing power base in China—and a second option for the world,' Meng Wanzhou, Huawei's chief financial officer (and daughter of co-founder Ren Zhengfei) said in November. Write to Charlie Campbell at
