➀ The US expands its blockade on Chinese semiconductor companies, including 140 new entities on the Entity List.

➁ China's four major industry associations voice opposition, suggesting cautious procurement of US chips.

➂ Huawei, the only domestic company offering a full range of self-developed AI infrastructure, outlines its strategy to counter the blockade.

➃ Huawei's 'super-node + cluster' architecture enhances training efficiency and reduces failures.

➄ Huawei Cloud's new CloudMatrix architecture to launch in 2024, providing high-efficiency and reliable AI computing services.

➅ China's industries are increasingly adopting AI, with Huawei Cloud supporting numerous large models.

➀ TSMC is said to be ending 7nm and more advanced chip shipments to Chinese firms, possibly due to concerns about these companies being proxies for Huawei.

➁ The halt in shipments is expected to impact companies using TSMC's technology for AI, smartphones, and automotive chips.

➂ The suspension is set to begin on November 11, and negotiations with the U.S. Department of Commerce are anticipated.

➃ The move is seen as a potential negative impact on TSMC's revenues, but is expected to be offset by increased demand from U.S. firms.

➄ No evidence has been presented linking Huawei to any illicit activities, but the company has been reported to be recruiting TSMC engineers with offers of triple their current salaries.

➅ Despite the efforts, Huawei has not yet succeeded in this recruitment, and the trade channels of the involved Chinese firms seem to have been severed.

➀ Huawei's net profit for the third quarter of 2024 dropped by 70.6% year-on-year to 7.758 billion yuan;

➁ The company's revenue for the first three quarters of 2024 reached 585.9 billion yuan, with a net profit of 62.868 billion yuan;

➂ Huawei's smartphone shipments increased by 49% year-on-year in the second quarter of 2024, reaching 11.6 million units, ranking tenth globally;

➃ Huawei's smartphone shipments in China increased by 19% year-on-year in the third quarter, ranking fifth in the Chinese market.

➀ Ren Zhengfei discusses the unstoppable trend of artificial intelligence and its impact on the labor market.

➁ He emphasizes the importance of open innovation and leveraging advanced technologies for a company's survival.

➂ Ren shares his personal entrepreneurial journey and views on the education system and world civilization exchange.

➀ Commercial APDs typically consist of InGaAs/InAlAs and InGaAs/InP, but they have high noise factors and require high-power lasers for long-range detection.

➁ Huawei has developed an APD structure with a 1.5μm InGaAs absorption layer and a 0.55μm Al0.85Ga0.15As0.56Sb0.44 layer on InP, achieving a 200 μm radius photosensitive area with an anti-reflection coating.

➂ AlGaAsSb APD demonstrates higher gain (127) and lower noise factor (4.0) compared to InP APD.

➃ AlGaAsSb APD has a sensitivity advantage of over 5dB at temperatures below 20°C and maintains a 2dB advantage at 105°C.

➄ In a laser radar system, AlGaAsSb APD provides four times the signal of InP APD, reducing the required laser power by 66%.

➅ AlGaAsSb APD passed reliability tests with a breakdown voltage decrease less than 1V and dark current increase less than 30% after 2000 hours of aging.

➀ TSMC stopped shipping chips to a specific customer in mid-October after discovering the chips were used in Huawei products;

➁ It is unclear whether the customer represents Huawei and where its headquarters are located;

➂ The incident provides new clues to recent reports, including those from The Information, which claimed the US recently contacted TSMC about producing chips for a blacklisted Chinese company;

➃ Huawei has relied on Semiconductor Manufacturing International Corporation (SMIC) for its chip production, including the 7-nanometer chips used in its smartphones last August;

➄ TSMC stopped shipping chips to Huawei after September 15, 2020, and reiterated this point when asked about TechInsights' report;

➅ TSMC and Huawei representatives refused to comment on the reports;

➆ The US Department of Commerce acknowledged that there may have been violations of US export control regulations;

➇ TSMC stated that it is a law-abiding company committed to complying with all applicable regulations, including export control regulations;

➈ Huawei stated that it has not produced any chips through TSMC since the implementation of the Foreign Direct Product Rule (FDPR) in 2020;

➉ Taiwan's Minister of Economic Affairs stated that Taiwan respects the US' export control measures and will communicate fully with TSMC;

➊ The US Bureau of Industry and Security (BIS) had a meeting with TSMC executives in October to discuss supply chain issues, including whether third-party distributors can provide restricted technology to China.

➀ The article discusses the use of analog equalizer ICs in 50G PON systems, comparing them to traditional DSPs, and highlights their potential power, cost, and size advantages.

➁ Huawei and Orange have evaluated the performance of a new analog equalizer IC for 50G-PON applications, achieving a 33dB link budget.

➂ The article also covers the implementation of a 50G-PON downstream (DS) link analog ONU Rx side equalizer ASP-IC and a 25G burst mode (BM) upstream (US) Tx driver.

➀ Huawei has recently applied for a brain-computer interface chip patent, indicating a significant technological breakthrough in the field.

➁ The patent, titled 'Method for controlling stimulator, stimulator, brain-computer interface system and chip,' involves controlling the electrode voltage of the stimulator to determine whether to apply an electrical pulse.

➂ The new design is said to enhance the control accuracy of the stimulator while improving the safety of the stimulator system.

➀ The U.S. Department of Commerce is investigating TSMC for potentially producing AI or smartphone chips for Huawei.

➁ TSMC responds that the company is a law-abiding enterprise committed to complying with all applicable rules and regulations, including export controls.

➂ There is a possibility that Huawei may have purchased chips from TSMC under different company names or through intermediary companies, and it is being investigated whether TSMC conducted due diligence on customers (KYC) when accepting orders.

➀ Huawei Mate70 is rumored to feature a side capacitive fingerprint button instead of under-screen fingerprint technology;

➁ The change is expected to impact suppliers like Goodix Technology and OFILM, which supply fingerprint modules;

➂ The Kirin chip for Mate70 is said to be close to 7nm performance and includes features for eye tracking and gesture recognition;

➃ The new phone's cost is estimated to be about 30% higher than Apple's iPhone, but with a lower price tag;

➄ Suppliers such as BOE and TCL Huaxing are likely to supply displays, while Xinwangda is expected to provide batteries;

➅ The phone may go on sale as early as the end of this month.

➀ Huawei has grown single-mode FP quantum dot lasers on (100) silicon substrates with a power of 33mW at 25℃ and 120mA;

➁ The final LI curve shows threshold currents of 18 mA and 30 mA at 25C and 85C, respectively, with an output power of 70 mW at 85℃ and 300 mA without any obvious rollover phenomenon;

➂ The reliability test shows that the threshold current increased by 6% after 5000 hours, and the light power decayed by less than 5%, with no significant degradation trend observed throughout the process.