Huawei’s chip journey has always been an interesting topic to me, especially considering how much the industry has changed over the past few years.
Richard Yu, Huawei’s Executive Director, Chairman of the Investment Review Board, and Chairman of the Board of Directors of the Consumer BG, recently shared some of his thoughts on Huawei’s chip development and the role AI is playing in the company’s future.
What interests me most is the persistence behind this journey. Developing chips is one of the most difficult and capital-intensive challenges in the technology industry. It requires long-term investment in architecture, hardware, software, AI and the broader ecosystem, and the results usually cannot be measured by a single product generation.
AI is also changing what we expect from chips. Performance alone is no longer the whole story. Computing efficiency, AI capabilities, hardware-software integration and how all of these ultimately translate into the actual user experience are becoming increasingly important.
As someone who has followed smartphones and mobile chips for many years, I’m particularly interested in seeing where Huawei takes its chip technology next, and how its AI strategy will eventually translate into future consumer products.
The next few years of the semiconductor industry are going to be very interesting.
- Huawei’s chip journey has always been an interesting topic to me, especially considering how much the industry has changed over the past few years. Richard Yu, Huawei’s Executive Director, Chairman of the Investment Review Board, and Chairman of the Board of Directors of the Consumer BG, recently shared some of his thoughts on Huawei’s chip development and the role AI is playing in the company’s future. What interests me most is the persistence behind this journey. Developing chips is one of the most difficult and capital-intensive challenges in the technology industry. It requires long-term investment in architecture, hardware, software, AI and the broader ecosystem, and the results usually cannot be measured by a single product generation. AI is also changing what we expect from chips. Performance alone is no longer the whole story. Computing efficiency, AI capabilities, hardware-software integration and how all of these ultimately translate into the actual user experience are becoming increasingly important. As someone who has followed smartphones and mobile chips for many years, I’m particularly interested in seeing where Huawei takes its chip technology next, and how its AI strategy will eventually translate into future consumer products. The next few years of the semiconductor industry are going to be very interesting.
Not hard to steal IP when A everyone builds there stuff in your country and B your gov covers your ass. At least in Japan they had integrity to license tech instead of steal it.
Everyone argues about lithography, but Huawei's real bottleneck is the design toolchain, and that's a decade of boring software work.
