➀ NVIDIA opposes the AI Diffusion Rule, warning it undermines U.S. AI leadership by pushing China to build rival ecosystems;

➁ Huawei’s CANN platform emerges as a potential CUDA competitor, despite current challenges like documentation and reliability;

➂ U.S. export restrictions risk accelerating China’s AI hardware independence, fragmenting global standards and weakening Western influence.

➀ Huawei is constructing an advanced chip production line in Shenzhen as part of a network of semiconductor facilities aimed at reducing China's reliance on foreign technology.

➁ The facilities, located in Guanlan, are part of a broader effort by Huawei to become a semiconductor leader and challenge the US in technology development.

➂ The sites are operated by Huawei, SiCarrier, and SwaySure, with financial backing from the Shenzhen government and support from local engineering teams.

➀ Ed spreads false rumors to manipulate tech stock prices, including claims about Huawei's low-cost EUV machines, Intel 18A and TSMC A16 yields, and DeepSeek cloning OpenAI products;

➁ He circulates these rumors through brokers and analysts to trigger market volatility, allowing him to profit from stock movements;

➂ Ed considers expanding his manipulation tactics beyond the tech sector, such as spreading rumors about political figures to impact broader markets.

➀ NVIDIA CEO Jensen Huang states China's AI hardware capabilities are nearly on par with the U.S., citing Huawei's CloudMatrix 384 system as a key competitor to NVIDIA's GB200 NVL72.

➁ Huawei's CloudMatrix 384 delivers 300 PFLOPs BF16 compute with optical interconnects, but consumes 2.3x more power per FLOP than NVIDIA's solution.

➂ Despite Huawei's progress, NVIDIA's 2025 AI compute shipments (25,000-35,000 GB200 racks) will vastly outpace China's domestic deployments.

➀ Huawei launched a 384-GPU cluster, focusing on the optical network rather than chips;

➁ Wccftech overlooked the significance of Huawei's optical network technology;

➂ Huawei's optical interconnect strategy surpasses Nvidia and AMD's copper bottlenecks, offering low latency and high bandwidth;

➃ Wccftech's reporting was criticized for lacking depth and ignoring important aspects of Huawei's technology;

➄ Huawei's optical network revolution avoids the expensive InfiniBand tax from Nvidia;

➅ The future of technology lies in optical networks, with Huawei leading the way;

➆ Wccftech's approach to tech journalism was deemed condescending and superficial.

➀ The EU's 20% global chip market share target by 2030 is deemed unrealistic by auditors, urging a strategic reassessment;

➁ Huawei plans to sample its Ascend 910D AI processor in late May, targeting competition with NVIDIA's H100, with mass production on SMIC's 7nm process in 2026;

➂ NXP Semiconductors announces CEO transition from Kurt Sievers to Rafael Sotomayor in October 2025, following Sievers' 30-year tenure and strategic leadership.

➀ A startup introduces electromagnetic field signaling technology for underwater IoT monitoring;

➁ Huawei's AI server reportedly outperforms Nvidia's most powerful model, highlighting challenges to U.S. tech export restrictions;

➂ Cree launches single-die power LEDs with circular emitters for high-intensity lighting, and Airbus-developed Biomass satellite prepares to map Earth's forests in 3D.

➀ Huawei plans to sample its Ascend 910D AI processor by late May, targeting competition with NVIDIA's 2022-era H100 GPU;

➁ Mass production of the 910D is slated for Q1 2026 using SMIC's 7nm process, with a focus on datacenter efficiency;

➂ While the 910D matches H100 in AI inference tasks, it lags in training performance, though rack-scale configurations may narrow the gap at the cost of energy efficiency.

➀ Nvidia's CEO Jensen Huang is said to have warned President Trump about the risks of China's chip policy benefiting Huawei;

➁ The New York Times reports that China is expected to fund AI datacentres worldwide under the Belt and Road initiative, possibly using Huawei chips instead of Nvidia's;

➂ Nvidia fears the spread of these datacentres could lead to the export of Chinese standards and surveillance capabilities.

➀ Huawei has unveiled the CloudMatrix 384, an AI accelerator and rack-scale architecture that competes with Nvidia's GB200 NVL72.

➁ The system uses 384 Ascend 910C chips, achieving impressive performance despite each chip being only one-third the performance of an Nvidia Blackwell GPU.

➂ The CloudMatrix 384 offers 300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72, with over 3.6x aggregate memory capacity and 2.1x more memory bandwidth.

➀ Private Wireless Radio Access Network (RAN) revenues grew 40% in 2024, contrasting with the decline in public RAN revenues;

➁ Dell’Oro Group's Stefan Pongratz highlights the promising growth trajectory of private wireless in the RAN market;

➂ The report expects private wireless RAN revenue to grow at a 15 to 20 percent CAGR by 2029, accounting for 5 to 10 percent of total RAN.

➀ Chinese chipmakers are gradually shifting production to domestically-made tools to support the local wafer fab equipment ecosystem and reduce reliance on foreign tools.

➁ SiCarrier Technologies, a Huawei-linked startup, has revealed a comprehensive catalog of wafer processing tools at Semicon China.

➂ SiCarrier is working on advanced process nodes and future advanced nodes, and has partnerships with Huawei for proprietary production flows.

➀ The telecom equipment industry experienced its biggest decline in 20 years with a 14% drop in total equipment revenue in 2024;

➁ The decline was driven by factors such as excess inventory, challenging macro environment, and difficult 5G comparisons;

➂ Despite the decline, Huawei and Ericsson saw improvements in their positions in the global market.

➀ Huawei's Hisilicon Kirin X90 processor has obtained a security reliability grade of II, indicating its excellence in security, stability, and reliability.

➁ The processor is expected to be released in the second half of 2025, possibly with new Huawei PC or server products.

➂ The Kirin X90 is positioned to focus on commercial ecosystem compatibility and AI computing capabilities, potentially expanding to high-end tablets and convertible devices.

➀ Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies;

➁ TSMC manufactured large quantities of Huawei Ascend 910B chips for shell companies and shipped them to China;

➂ There are questions about the availability of HBM for integration with the chips;

➃ The report by CSIS suggests Huawei's stockpiling strategy;

➄ The Ascend 910B and Ascend 910C yields are low, with most parts shipped with disabled compute elements.

➀ Dell’Oro表示，由于连续两年大幅下滑，2024年无线接入网络（RAN）市场相比2021年的峰值下降了近90亿美元；

➁ 这段时间的市场下滑与区域覆盖不平衡和货币化挑战有关，但最大的不同之处在于新技术推广后期阶段RAN市场容量升级周期的不确定性；

➂ 2024年，基于全球收入的五大RAN供应商分别是华为、爱立信、诺基亚、中兴和三星。

➀ Huawei's AI chip, Ascend 910C, achieves a significant breakthrough with a yield rate of 40%, marking a major progress from 20% last year;

➁ Huawei plans to produce 100,000 Ascend 910C and 300,000 910B chips this year, although sales are behind NVIDIA, still leading the Chinese AI chip market;

➂ Huawei aims to further increase the yield rate to 60% to further solidify its position in the AI chip market, currently occupying more than 75% of the total AI chip production in mainland China.

➀ Vietnam's General Secretary of the Communist Party of Vietnam, Nguyen Phu Trong, emphasized the need to remove at least 30% of business restrictions and reduce administrative procedures by at least 30% to lower costs.

➁ Vietnam's legal system is lagging behind in digital economy, innovation, and international integration, particularly in fintech, AI, platform economy, e-commerce, and special economic zones.

➂ North Ninh province, a hub of Vietnam's electronics manufacturing, has visited Huawei and other companies to explore investment opportunities in technology and digital infrastructure.

➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;

➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;

➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.