“被误解”的任正非：芯片“断章取义”报道何时休？

Core Viewpoint - Ren Zhengfei, the founder of Huawei, emphasizes that concerns over chip issues are unnecessary, suggesting that China can achieve comparable results to advanced levels through methods like stacking and clustering, despite being behind in single-chip performance [1][2]. Group 1: Misinterpretation of Statements - Ren Zhengfei's comments have been misrepresented by foreign media, which claim he believes China should not worry about U.S. chip sanctions; however, his original statements reflect a more humble and realistic perspective on the state of China's chip industry [1][2]. - The phrase "just do it" was taken out of context, as Ren intended to convey a sense of resignation to external pressures while focusing on improving Huawei's core operations [2][10]. Group 2: Current State of Chinese Chip Industry - Ren acknowledges that many Chinese chip companies are performing well, but Huawei is still one generation behind U.S. chips in single-chip performance; he advocates for using mathematical methods to compensate for physical limitations [2][3]. - Huawei invests approximately 180 billion yuan annually in R&D, with 60 billion yuan dedicated to foundational theoretical research, which is crucial for long-term breakthroughs [3]. Group 3: Technological Innovations - Huawei has introduced the CloudMatrix 384 super-node cluster, which utilizes 384 Ascend chips to achieve a bandwidth of 2.8 Tbps and a BF16 computing power of 300 PFLOPs, nearly double that of NVIDIA's GB200 NVL72 system [8]. - The company is focusing on innovative solutions for its Ascend computing cluster infrastructure, addressing issues like high availability, linearity, and fault tolerance, which are critical for large-scale AI applications [9]. Group 4: Media Reporting Practices - There is a trend of sensationalized reporting in the chip industry, where media often misrepresent facts or omit critical information, leading to a loss of trust in news sources [10]. - The chip sector is characterized by a focus on technology and product development rather than hype, and it is essential to maintain a commitment to factual reporting to foster confidence in the industry [10].