Huawei

Nvidia CEO Jensen Huang defends selling advanced semiconductors to China, citing mutual benefits despite national security concerns and U.S. export controls. He acknowledges China’s AI leadership and significant market potential, estimating it at $50 billion this year. Huang also highlights Huawei’s technological prowess, emphasizing that underestimating China’s capabilities would be “foolish”. He believes collaboration serves both countries’ interests amid rising tensions.

China has banned semiconductor research firm TechInsights, citing national security, from engaging with Chinese entities amid scrutiny of its chip industry. This action, following TechInsights’ report on Huawei’s AI chips revealing reliance on foreign components, raises concerns about transparency in China’s semiconductor advancements and its goal of self-sufficiency. The ban is seen as an attempt to control the narrative surrounding China’s chipmaking progress, especially as it aims to challenge US dominance in AI chips. Huawei’s reliance on international suppliers, despite US restrictions, adds complexity.

A visit to Huawei’s Shanghai Acoustics R&D Centre revealed their ambitious push into automotive sound engineering. Huawei combines objective measurements with psychoacoustic principles, aiming for audiophile-grade sound in vehicles. The HUAWEI SOUND ULTIMATE Series features innovations like seat-specific 4D surround sound, tangential force woofers, and independent sound zones. Huawei’s significant R&D investment challenges established players, but scalability, cost-effectiveness, and consumer adoption will determine their success in the automotive market.

At Huawei Connect 2025, Huawei detailed its plan to open-source its AI software stack by year-end, including CANN, the Mind series, and OpenPangu models. This move aims to address developer challenges and foster collaboration. CANN will offer open interfaces for its compiler, while the Mind series development environment commits to full open-source. Huawei also plans to open-source its UB OS Component for flexible OS integration and prioritize compatibility with PyTorch and vLLM. The success hinges on initial release quality, community support, and clear governance.

Huawei has issued a warning about recruitment scams targeting potential employees, especially students seeking internships. These scams offer services like guaranteed interviews or leaked exam questions for a fee. Huawei clarifies it doesn’t authorize third-party agencies to charge for job opportunities and its official career website and WeChat account are the only legitimate sources. The company emphasizes its free application process and advises candidates to be wary of unsolicited offers requiring payments to protect them from fraud and ensure fair hiring practices.

Huawei’s Richard Yu is challenging LiDAR skepticism with the new AITO M7, showcasing its ADS 4.0’s ability to navigate complex urban environments in Chongqing. The system utilizes a multi-sensor approach, including LiDAR, contrasting with Tesla’s camera-only strategy. Huawei claims the AITO M7 successfully navigated numerous challenges on the first attempt, attributing its capabilities to their intelligent driving technology and LiDAR. The debate revolves around the necessity of LiDAR for fully autonomous driving versus reliance on cameras. Widespread adoption depends on long-term performance and regulatory approval.

SAIC-GM-Wuling (SGMW) and Huawei are deepening their partnership to advance autonomous driving, smart cockpits, and intelligent manufacturing. The collaboration will integrate Huawei’s technologies, including ADS 4 autonomous driving and HarmonySpace 5 smart cockpit, into SGMW vehicles, starting with the Baojun Huajing S SUV. This also includes using Huawei’s technologies to upgrade SGMW’s proprietary technologies and its Intelligent Island Manufacturing System (I²MS).

The Huawei China Tour 2025, coinciding with the World Intelligent Industry Expo in Chongqing, focuses on AI’s transformative role in manufacturing. Government officials and industry leaders explored AI-driven upgrades, with Huawei showcasing its strategic, technological, and collaborative ecosystem approach. Chongqing aims to become an AI-centric industrial hub, fostering collaboration with Huawei. The tour highlighted AI applications in various manufacturing aspects, including R&D, production, and supply chains, exemplified by success stories from Seres and Changan Automobile. Huawei is partnering to build a “manufacturing + AI” ecosystem in Chongqing.

Wu Xiaoqiu anticipates the rise of Chinese tech giants like Nvidia and Apple, though acknowledges short-term challenges. He highlights the potential of numerous smaller tech firms (“mini-Huaweis”) and established companies to drive innovation. A shift in investor focus from traditional dividend stocks to technology ventures is expected, supported by regulatory reforms. Wu emphasizes the importance of tech IPOs for market maturation, requiring a supportive ecosystem including talent acquisition and access to resources, to compete globally.

Huawei launched the Mate XTs, its second-generation trifold smartphone, on September 4, 2025. Priced from $2,520, the Mate XTs features a unique dual-hinge design which unfolds into a tablet-sized display. Huawei aims to solidify its position in the Chinese market, where it holds a leading market share in foldables. The launch highlights Huawei’s resurgence after U.S. sanctions, with its HarmonyOS and domestically sourced chips. Despite its success in China, global expansion remains a challenge. The Mate XTs features HarmonyOS 5.1, multitasking capabilities, and offers enhanced after-sales support.