➀ Huawei operates at least 11 semiconductor fabs, expanding to 20 including R&D facilities;

➁ Facilities produce memory chips (including DRAM) and logic chips for IoT/mobile devices;

➂ Expansion supports China's semiconductor self-reliance strategy amid US export restrictions

➀ Tongfu Microelectronics has begun trial production of HBM2 memory, potentially for Huawei AI GPUs.

➁ This marks a significant step for China's domestic industry, despite being behind current HBM standards.

➂ HBM4 is on the horizon and will be featured in NVIDIA's next-gen Rubin R100 AI GPU.

➀ Chinese chipmakers are gradually shifting production to domestically-made tools to support the local wafer fab equipment ecosystem and reduce reliance on foreign tools.

➁ SiCarrier Technologies, a Huawei-linked startup, has revealed a comprehensive catalog of wafer processing tools at Semicon China.

➂ SiCarrier is working on advanced process nodes and future advanced nodes, and has partnerships with Huawei for proprietary production flows.

➀ The telecom equipment industry experienced its biggest decline in 20 years with a 14% drop in total equipment revenue in 2024;

➁ The decline was driven by factors such as excess inventory, challenging macro environment, and difficult 5G comparisons;

➂ Despite the decline, Huawei and Ericsson saw improvements in their positions in the global market.

➀ Huawei's Hisilicon Kirin X90 processor has obtained a security reliability grade of II, indicating its excellence in security, stability, and reliability.

➁ The processor is expected to be released in the second half of 2025, possibly with new Huawei PC or server products.

➂ The Kirin X90 is positioned to focus on commercial ecosystem compatibility and AI computing capabilities, potentially expanding to high-end tablets and convertible devices.

➀ Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies;

➁ TSMC manufactured large quantities of Huawei Ascend 910B chips for shell companies and shipped them to China;

➂ There are questions about the availability of HBM for integration with the chips;

➃ The report by CSIS suggests Huawei's stockpiling strategy;

➄ The Ascend 910B and Ascend 910C yields are low, with most parts shipped with disabled compute elements.

➀ Dell’Oro表示，由于连续两年大幅下滑，2024年无线接入网络（RAN）市场相比2021年的峰值下降了近90亿美元；

➁ 这段时间的市场下滑与区域覆盖不平衡和货币化挑战有关，但最大的不同之处在于新技术推广后期阶段RAN市场容量升级周期的不确定性；

➂ 2024年，基于全球收入的五大RAN供应商分别是华为、爱立信、诺基亚、中兴和三星。

➀ Vietnam's General Secretary of the Communist Party of Vietnam, Nguyen Phu Trong, emphasized the need to remove at least 30% of business restrictions and reduce administrative procedures by at least 30% to lower costs.

➁ Vietnam's legal system is lagging behind in digital economy, innovation, and international integration, particularly in fintech, AI, platform economy, e-commerce, and special economic zones.

➂ North Ninh province, a hub of Vietnam's electronics manufacturing, has visited Huawei and other companies to explore investment opportunities in technology and digital infrastructure.

➀ Huawei's AI chip, Ascend 910C, achieves a significant breakthrough with a yield rate of 40%, marking a major progress from 20% last year;

➁ Huawei plans to produce 100,000 Ascend 910C and 300,000 910B chips this year, although sales are behind NVIDIA, still leading the Chinese AI chip market;

➂ Huawei aims to further increase the yield rate to 60% to further solidify its position in the AI chip market, currently occupying more than 75% of the total AI chip production in mainland China.

➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;

➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;

➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.

➀ The 2024 Mobile Core Network (MCN) market fell by 4% year-on-year, with a 15% decline in the Chinese market for the fourth quarter of 2024, according to Dell’Oro.

➁ The market has struggled to gain traction in the last three years, with three of the four quarters having flat or negative Y/Y growth rates.

➂ For 2024, the lowest Y/Y growth rate was -4 percent, but the results were not balanced across the technologies tracked.

➀ DeepSeek research indicates that Huawei's Ascend 910C processor offers 60% of Nvidia H100's inference performance;

➁ Despite its limitations, the Ascend 910C can help reduce China's reliance on Nvidia GPUs;

➂ The processor, despite not being the best for AI training, shows progress in Huawei's AI processor capabilities.

➀ Sophgo, a subsidiary of Bitmain, is rumored to be added to the U.S. blacklist due to its chips being used in Huawei's AI processors.

➁ Sophgo denies direct business relationships with Huawei, but TSMC has confirmed its chips are used in Huawei's Ascend 910B and has suspended shipments.

➃ The U.S. Commerce Department has imposed sanctions on Sophgo for activities that violate U.S. national security and foreign policy.