As a Chinese technology giant, Huawei has continuously launched innovative products in recent years, attracting wide attention at home and abroad. Among them, the launch of Huawei Mate60Pro has caused a particularly big sensation. Bloomberg and others conducted a dismantling study on Huawei's Kirin 9000S chip, confirming that the chip was manufactured in China and using domestic equipment, with performance close to or even reaching the 7nm level. Subsequently, Huawei released the Honghu 900 chip and the Ascend 910B chip, which is comparable to the NVIDIA A100, further demonstrating Huawei's strong strength in chip technology. Huawei's chip self-sufficiency rate has also reached 70%, providing a clear direction for domestic manufacturers to promote domestic chips.
Huawei's products have not only attracted the attention of domestic and foreign manufacturers, but also promoted the adjustment of the entire chip and semiconductor industry chain. As the world's leading semiconductor manufacturer, TSMC has long occupied a dominant position in 7nm chip production capacity. However, the launch of Huawei's Mate60Pro has led to a serious overcapacity of TSMC's 7nm capacity, which only contributed 17% of revenue in the third quarter, much lower than the previous 23%. On the other hand, Huawei's Ascend 910B chip has cooperated with domestic manufacturers such as iFLYTEK and has become the first choice to replace Nvidia's A100 chip. This series of changes shows that the competitiveness of Huawei's products cannot be underestimated, and has a significant impact on the entire industry chain.
As a global lithography machine giant, ASML also stated after the launch of Huawei Mate60Pro that it has obtained a license and will continue to supply domestic lithography machines such as **2000i, and is optimistic about the Chinese market in 2024. ASML**'s lithography machine is an important piece of equipment for chip manufacturing, which has a crucial impact on the accuracy and stability of the chip manufacturing process. The successful launch of Huawei Mate60Pro undoubtedly further proves the ability of domestic chip manufacturing and makes ASML's confidence in the Chinese market firmer.
In addition, TSMC has accelerated to domestic 7nm chip products since the beginning of this year, and is also increasing its own research and development efforts. According to the news, the domestic industrial chain has the ability to build a Duvi lithography machine, which can reduce the chip manufacturing process to 7nm, and plans to realize the whole process of 7nm in the near future in the non-United States. This shows that China has made a major breakthrough in chip process technology and has the strength to compete with world-class manufacturers.
Huang, the chief executive of Nvidia, said in a recent statement that Huawei is one of Nvidia's competitors in producing the best AI chips. This is a high recognition of the quality and performance of Huawei's products, as well as the breakthrough progress made in China's industrial chain. The release of Huawei's Kirin 9000S and Ascend 910B chips, as well as cooperation with manufacturers such as iFLYTEK, have proven that China has the ability to produce advanced chips.
Huang's statement is of great significance for China's chip industry. After Nvidia was restricted from shipping alternative products such as A800 by the United States, Huang made it clear that Nvidia is developing new chip products for the Chinese market and will comply with export rules and actively conduct business exchanges with all partners. According to the news, Nvidia's new special chip is expected to be mass-produced by the end of this year. This shows that the Chinese market is crucial for global chip giants, who are willing to cooperate with China and will not be swayed by external restrictions.
Conclusion: As China's technology giant, Huawei has made major breakthroughs in the field of artificial intelligence chips, and its product quality and performance have been recognized globally. At the same time, the domestic industrial chain has also shown strong strength in chip manufacturing equipment and process technology. This series of progress shows that China's chip industry has reached a new level and is gradually becoming a major force in global chip manufacturing. In the face of external constraints, China's technology companies and industry chain have shown firm determination to promote independent and controllable chip R&D and production, and contribute to China's scientific and technological development. In the future, I believe that China's chip technology will continue to catch up, continue to innovate and develop, and make greater contributions to global scientific and technological progress.