➀ The 2024 Mobile Core Network (MCN) market fell by 4% year-on-year, with a 15% decline in the Chinese market for the fourth quarter of 2024, according to Dell’Oro.

➁ The market has struggled to gain traction in the last three years, with three of the four quarters having flat or negative Y/Y growth rates.

➂ For 2024, the lowest Y/Y growth rate was -4 percent, but the results were not balanced across the technologies tracked.

➀ DeepSeek research indicates that Huawei's Ascend 910C processor offers 60% of Nvidia H100's inference performance;

➁ Despite its limitations, the Ascend 910C can help reduce China's reliance on Nvidia GPUs;

➂ The processor, despite not being the best for AI training, shows progress in Huawei's AI processor capabilities.

➀ Tongfu Microelectronics has begun trial production of HBM2 memory, potentially for Huawei AI GPUs.

➁ This marks a significant step for China's domestic industry, despite being behind current HBM standards.

➂ HBM4 is on the horizon and will be featured in NVIDIA's next-gen Rubin R100 AI GPU.

➀ Sophgo, a subsidiary of Bitmain, is rumored to be added to the U.S. blacklist due to its chips being used in Huawei's AI processors.

➁ Sophgo denies direct business relationships with Huawei, but TSMC has confirmed its chips are used in Huawei's Ascend 910B and has suspended shipments.

➃ The U.S. Commerce Department has imposed sanctions on Sophgo for activities that violate U.S. national security and foreign policy.

➀ The US expands its blockade on Chinese semiconductor companies, including 140 new entities on the Entity List.

➁ China's four major industry associations voice opposition, suggesting cautious procurement of US chips.

➂ Huawei, the only domestic company offering a full range of self-developed AI infrastructure, outlines its strategy to counter the blockade.

➃ Huawei's 'super-node + cluster' architecture enhances training efficiency and reduces failures.

➄ Huawei Cloud's new CloudMatrix architecture to launch in 2024, providing high-efficiency and reliable AI computing services.

➅ China's industries are increasingly adopting AI, with Huawei Cloud supporting numerous large models.

➀ TSMC is said to be ending 7nm and more advanced chip shipments to Chinese firms, possibly due to concerns about these companies being proxies for Huawei.

➁ The halt in shipments is expected to impact companies using TSMC's technology for AI, smartphones, and automotive chips.

➂ The suspension is set to begin on November 11, and negotiations with the U.S. Department of Commerce are anticipated.

➃ The move is seen as a potential negative impact on TSMC's revenues, but is expected to be offset by increased demand from U.S. firms.

➄ No evidence has been presented linking Huawei to any illicit activities, but the company has been reported to be recruiting TSMC engineers with offers of triple their current salaries.

➅ Despite the efforts, Huawei has not yet succeeded in this recruitment, and the trade channels of the involved Chinese firms seem to have been severed.

➀ Huawei's net profit for the third quarter of 2024 dropped by 70.6% year-on-year to 7.758 billion yuan;

➁ The company's revenue for the first three quarters of 2024 reached 585.9 billion yuan, with a net profit of 62.868 billion yuan;

➂ Huawei's smartphone shipments increased by 49% year-on-year in the second quarter of 2024, reaching 11.6 million units, ranking tenth globally;

➃ Huawei's smartphone shipments in China increased by 19% year-on-year in the third quarter, ranking fifth in the Chinese market.

➀ Ren Zhengfei discusses the unstoppable trend of artificial intelligence and its impact on the labor market.

➁ He emphasizes the importance of open innovation and leveraging advanced technologies for a company's survival.

➂ Ren shares his personal entrepreneurial journey and views on the education system and world civilization exchange.