心智观察所：说芯片无需担忧，任正非战略思想有什么技术底气

Core Viewpoint - Huawei's founder Ren Zhengfei asserts that the company is not overly concerned about chip issues, claiming that through methods like "stacking and clustering," Huawei's computing capabilities can match global leaders in the field [1]. Group 1: Technological Innovations - The concept of "stacking and clustering" involves system-level innovations to compensate for the performance deficiencies of individual chips. Huawei's Ascend 910B chip exemplifies this approach, utilizing self-developed CCE communication protocols to create efficient clusters that support the training of large models, achieving computing power comparable to top GPUs [3]. - Huawei's algorithm optimization is notable, with the "using mathematics to supplement physics" philosophy leading to techniques like sparse computing and model quantization, which reduce hardware dependency. The MindSpore framework has lowered AI training computational demands by over 30% [4]. - The Chiplet technology reflects Huawei's strategic thinking in engineering practice, allowing the company to overcome generational gaps in single-chip processes through architectural innovation and system-level optimization [7]. Group 2: Competitive Strategies - Huawei's strategy mirrors AMD's rise, which focused on modular design and efficient interconnect technology rather than solely on process nodes. AMD's EPYC processors captured about 15% of the global server market in 2020, demonstrating the effectiveness of targeted optimizations in specific scenarios [5]. - The Chiplet architecture allows for the integration of multiple smaller chips manufactured with different process nodes, thus bypassing the limitations of single-chip advancements. This approach enables Huawei to achieve competitive performance and functionality without being constrained by the latest process technologies [8][9]. - Huawei's long-term investment in talent and education is a core strength, with approximately 114,000 R&D personnel and over 1.2 trillion yuan invested in R&D over the past decade. The "Genius Youth" program attracts top talent, ensuring a robust pipeline for innovation [9][10]. Group 3: Challenges and Future Outlook - Despite the advantages of cluster computing, challenges remain in energy consumption, costs, and communication bottlenecks. In scenarios requiring high single-thread performance, the benefits of clustering may not be fully realized [10]. - If Huawei continues to improve in chip manufacturing, supply chain stability, and global positioning, it could compete more effectively with international giants across a broader range of fields [10].