华为在强化半导体供应链

Core Viewpoint - Huawei is actively developing a self-sufficient semiconductor supply chain in China, particularly focusing on high-performance AI servers and semiconductors like Ascend, in response to U.S. sanctions since 2019 [2][6][9]. Group 1: Investment and Development - Huawei has established a fully-owned investment company "Hubble" and invested in over 60 semiconductor-related companies to align their development with Huawei's goals [2][6]. - The company is strengthening its position in the semiconductor industry through mergers and acquisitions, as well as increasing production capacity [6][9]. - A notable investment includes Huahai Chengke New Materials, which plans to acquire a leading domestic competitor with an investment of approximately 1.6 billion yuan [9]. Group 2: AI Server Capabilities - The AI server cluster "CloudMatrix384," featuring Huawei's self-developed AI semiconductor Ascend, was prominently showcased at the China International High-tech Achievements Fair [4][5]. - Huawei claims to possess the world's largest computing power, positioning itself to compete with U.S. companies like NVIDIA [5]. Group 3: Factory Construction and Collaboration - Huawei has invested 4% in Zonghui Chip Light Semiconductor Technology, which recently launched a new factory in Jiangsu with an investment of 550 million yuan [10]. - The company is also collaborating with Chinese enterprises in the development of essential semiconductor design tools, despite not directly investing in some of these firms [10]. - The Chinese government has initiated a policy fund exceeding 7 trillion yen to support semiconductor-related enterprises, emphasizing the goal of self-reliance in high-tech fields [10]. Group 4: Future Projections - China plans to invest 94 billion USD in advanced 300mm wafer semiconductor manufacturing equipment from 2026 to 2028, leading the global market [13]. - Despite the significant investments, there remains a considerable gap in technology compared to U.S. companies, with uncertainties regarding the extent of self-developed technology improvements [13].