As the U.S.-China trade talks take place in London, Chinese state media《People's Daily》published an interview with Huawei founder Ren Zhengfei. In the interview, Ren admitted that Huawei's chip technology is still one generation behind the U.S., but the company is actively improving chip performance and competitiveness through cluster computing and non-Moore's law technologies.

According to a report by《Reuters》, Ren Zhengfei humbly stated that Huawei is just one of many chip companies in China, and that the U.S. has exaggerated Huawei's capabilities. He remarked, "The U.S. has exaggerated Huawei's achievements; we are not that impressive. We need to work hard to reach their level of evaluation." He also pointed out that, "There is no need to worry about chip issues."

Ren explained that although Huawei's single-chip technology is still lagging behind the U.S., they can compensate with mathematics and complement single-chip operations with cluster computing to achieve practical results. He emphasized that Huawei invests approximately 180 billion yuan (about $25 billion) annually in research and development, with about one-third focusing on theoretical research.

He stressed, "Without theory, there can be no technological breakthroughs; we cannot catch up with the U.S." Additionally, Ren expressed confidence in Chinese chips, stating, "There are tens to hundreds of chip companies in China working hard, especially in compound semiconductors where opportunities are greater."

He noted that software is not a bottleneck, as it consists of mathematical symbols and codes built upon advanced operators and algorithms. The challenges lie in education and talent development. He anticipates that there will be hundreds or thousands of operating systems in China in the future, supporting progress in industries such as manufacturing, agriculture, and healthcare.

Since 2019, the U.S. has implemented a series of export restrictions to curb China's technological and military advancements, limiting Huawei and other Chinese companies from acquiring high-end chips and the necessary equipment for their production. In the AI chip field, Huawei's Ascend series competes with the leading U.S. company NVIDIA. However, due to U.S. bans, NVIDIA cannot sell its latest AI chips to China, inadvertently creating more opportunities for Huawei in the domestic market.

In April, Huawei launched the AI CloudMatrix 384 cluster system, which can connect 384 Ascend 910C chips. Analysis indicates that this system surpasses NVIDIA's latest GB200 NVL72 in certain metrics, showcasing Huawei's potential leadership in AI system integration. Dylan Patel, founder of semiconductor research firm SemiAnalysis, stated that Huawei and China's AI system technology has reached a level that can challenge or even exceed NVIDIA, representing rapid advancements in China's AI chip sector.