antiterror13
Brigadier
Why not, your logics ? ... Huawei's competitors wouldn't buy Huawei AI chip, and whether it can beat Huawei or not, it is a good thing to have a fierce competition within China
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Chinese Economics Thread
- Thread starter Norfolk
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Why not, your logics ? ... Huawei's competitors wouldn't buy Huawei AI chip, and whether it can beat Huawei or not, it is a good thing to have a fierce competition within China
Huawei is literally building the whole chip stack from design to tools. They have the manpower and investment to create a proper rival to Cuda. As time passes, Huawei's advantages will become absolutely overwhelming.Why not, your logics ? ... Huawei's competitors wouldn't buy Huawei AI chip, and whether it can beat Huawei or not, it is a good thing to have a fierce competition within China
Huawei is like Apple+Google+microsoft+NVDIA+Intel+Lenovo combined. Is it good that China's tech stack is getting so dominated by them? No. But I don't think anyone can close the gap with the west other than Huawei. atleast if you want it to happen in 5 years instead of 20 years.
Huawei is literally building the whole chip stack from design to tools. They have the manpower and investment to create a proper rival to Cuda. As time passes, Huawei's advantages will become absolutely overwhelming.
Huawei is like Apple+Google+microsoft+NVDIA+Intel+Lenovo combined. Is it good that China's tech stack is getting so dominated by them? No. But I don't think anyone can close the gap with the west other than Huawei. atleast if you want it to happen in 5 years instead of 20 years.
Cambricon does not need to do everything by itself. It has the collaboration of other companies in each step which include designing, tooling and manufacturing.
antiterror13
Brigadier
We're talking about AI chips, right? As @henrik pointed out, Cambricon’s business model mirrors Nvidia’s: the emphasis is on chip design and the AI software platform, not on manufacturing or operating systems. Its primary market is Huawei’s competitors, and within that space, Cambricon and Huawei and nVidia are likely to compete directly. That kind of rivalry could be a strategic win for China’s tech ecosystemHuawei is literally building the whole chip stack from design to tools. They have the manpower and investment to create a proper rival to Cuda. As time passes, Huawei's advantages will become absolutely overwhelming.
Huawei is like Apple+Google+microsoft+NVDIA+Intel+Lenovo combined. Is it good that China's tech stack is getting so dominated by them? No. But I don't think anyone can close the gap with the west other than Huawei. atleast if you want it to happen in 5 years instead of 20 years.
Cambricon Siyuan delivers around 80% of Nvidia A100 performance on domestic 7nm process, optimized for Chinese LLMs like DeepSeek and Qwen. So it is a competitive product/company even handicapped with 7nm process. The price of Siyuan 590 roughly 50% of A100 with 80% performance, so very good. Cambricon’s Siyuan 690 (successor to 590) is expected to approach H100 performance
Really interesting time in China, so many players and only more and more. Another strong players are
Alibaba, Baidu, Biren, Moore Threads, Enflame Technology
Imagine when China have EUV machine and can have 2/3nm process .. and it is just about time and when not if
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China’s Zijin Mining Group Co., the world’s third-biggest metals miner by market value, said geopolitical confrontation and resource nationalism will pose challenges to its overseas projects.