HiSilicon
海思
HiSilicon is Huawei's semiconductor subsidiary, described in a 2023 FreeS Research piece as capable of designing and producing most major chips for Huawei's phones . A 2018 FreeS Research article noted that HiSilicon ranked in the global top 20 chip companies by 2016, with the author projecting it could reach the top five within three to four years . The firm has also been involved in AI chip work: Yu Ji, a "Huawei Genius Youth" recruit, worked at HiSilicon on AI chip compiler design and optimization before joining startup Xingyun Integrated Circuit . In broader industry coverage, HiSilicon is grouped with DeepSeek and XinKaiLai as among the "new forces" reshaping China's AI value chain .
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Coverage
DeepSeek Fired the First Shot, but AI Democratization Is What Really Matters | A Conversation with Yu Ji of Xingyun Integrated Circuit
Where is the moat for large language model companies?
A Visual Measure of Our Distance from Robots | Yunqi Capital Attent!on · Embodied Intelligence Series
Continuous innovation, continuously drawing closer.
Amid the GPT Frenzy: Anxiety and Breakthroughs in China's Chip Market | FreeS Research --- The launch of ChatGPT has ignited a global AI race, and chips — the silicon foundation of this revolution — have become the most scrutinized bottleneck in China's tech ecosystem. For domestic semiconductor players, this moment is charged with both urgency and opportunity. ## The Anxiety: Caught in the Supply Chain Squeeze China's AI chip landscape is dominated by a handful of players, with NVIDIA holding roughly 90% of the market for training chips. The U.S. export controls, tightened in October 2022 and again in 2023, have systematically choked off access to NVIDIA's most advanced GPUs — the A100 and H100, then the cut-down A800 and H800 workarounds. Each restriction has sent ripples through China's AI infrastructure buildout. The anxiety runs deeper than procurement headaches. Training large language models demands massive clusters of high-bandwidth, high-memory chips working in lockstep. China's domestic alternatives remain one to two generations behind on process nodes, interconnect bandwidth, and software ecosystems. The gap isn't merely hardware; it's the accumulated decades of compiler optimization, framework integration, and developer familiarity that NVIDIA
It's been nearly a year since the CHIPS Act took effect. How is China's chip industry doing?
