任正非谈昇腾芯片被“警告”使用风险：美国是夸大了华为的成绩

Core Viewpoint - The dialogue with Huawei's CEO Ren Zhengfei highlights the challenges and opportunities in China's semiconductor industry, emphasizing the need for continuous improvement and innovation despite existing difficulties [2][3]. Group 1: Company Insights - Huawei is recognized as one of many companies in China making progress in chip development, but Ren Zhengfei believes that the company has not yet reached the level of excellence perceived by the U.S. [2]. - Ren acknowledges that Huawei is currently one generation behind the U.S. in single-chip technology, but the company is leveraging mathematical approaches to compensate for physical limitations [2]. - The introduction of the Ascend 384 SuperNode, which consists of 12 computing cabinets and 4 bus cabinets, represents the largest scale supernode in the industry, capable of expanding into a supercluster with thousands of cards [3]. Group 2: Industry Context - Ren emphasizes that the semiconductor industry in China has numerous companies striving for advancement, particularly in compound semiconductors, which present significant opportunities [2]. - The Ascend supernode technology, launched at the Kunpeng Ascend Developer Conference, showcases Huawei's capability to achieve three times the training performance compared to traditional nodes [5]. - Ren also points out that the development of hundreds or thousands of operating systems in China will support advancements across various sectors, including industry, agriculture, and healthcare [2].