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8 articles
China’s answer to harder chip scaling is no longer just a denser transistor, but software that can organize logic in the third dimension.
Huawei is trying to turn the end of easy chip scaling into an industrial opening, not just a consequence of US restrictions.
China does not need to build an entirely new surveillance network to reach a new level of control; adding computer vision, language models and natural-language police search to old cameras may be enough.
Huawei is trying to turn a manufacturing gap into a story about engineering adaptation, but the line between strategy and marketing is thin here.
Huawei’s route to a 122TB SSD is not the cleanest one, but it is strategically blunt: pack more NAND dies into less space instead of relying on the most advanced sanctioned 3D NAND chips.
Huawei's Atlas 350 arrives boasting 1.56 PFLOPS of FP4 compute, but that figure quickly dims once you peer behind the curtain of synthetic benchmarks and translate it into actual deployment conditions.
Hua Hong Group, China’s second-largest chipmaker, is readying 7nm production in Shanghai with direct support from Huawei.