Cijin Wu

Hi, Mog.

So Huawei's AI chips has the dominant position in China right now, but that's mainly thanks to the U.S.

export control.

The market used to be dominated by Nvidia, who can no longer sell to China its most advanced products.

In terms of the other areas, I believe Huawei smartphone is among the top three in China at the moment.

And it's also expanding into electronic vehicles and many other different areas.

So overall, it's doing very well.

But now since AI has become a trend, AI chips is the main bottleneck.

So when they first planned all these backup products in 2019, it was basically just replacement.

But now since AI has become a trend to solve the problem that it does not have access to the most advanced semiconductor production tools, which is the EUV, Huawei has come up with this technology, which is called logic stacking.

And in simple words, it's basically to fold multiple layers of

of chips into one to make it more powerful.

But it is quite complicated work.

So Huawei is not going to be able to use it for its AI chip until at least 2030, according to the company's executives.

So it will take them a few more years.

But at least it's showing the world that it has found a plan to get around the bottleneck of not having a new UV and

And that's giving the industry and the market a lot of confidence of China will be eventually able to achieve semiconductor independence.

And that is the key message Huawei is trying to deliver.

So Huawei currently is confident that it can produce this logic stacking chips for smartphones.

And performance-wise, it will be similar to an iPhone or the most advanced Android phones globally.