Huawei says it shed most U.S. tech | Qualcomm disputes Huawei deal reports | Ascend tops Nvidia, Huawei says

Your morning brief on Chinese technology.

Bottom Line Up Front

Huawei claims independence from U.S. phone technology as executive director Richard Yu told a Sept. 29 roundtable that in-house chips and its own operating system have largely freed its phones from U.S. technology. Amazon Web Services adds Zhipu's GLM-5.3 model to Bedrock, its AI model service, and will share revenue with the Chinese developer based on how often customers call the model. Qualcomm disputes net payments to Huawei under the cross-license Huawei announced yesterday; a spokesperson told National Business Daily that the deal has no link to Huawei's chip stacking technology. Huawei says Ascend chips passed Nvidia in China by its own market share count; rotating chairman Xu Zhijun told a September media session that supply capacity is now the main limit on Ascend sales.

Executive director Richard Yu told international media on Sept. 29 that Huawei has "largely freed" itself from U.S. technology, per minutes Huawei made public today, extending the October 1st edition's account of the Mate 90's in-house chips. By his account, the chips and operating system at the core of Huawei's phones now come largely from Huawei and domestic suppliers, so a cutoff of U.S. technology would reach less of its device business. Yu said the modem, CPU, GPU and AI unit of the Kirin 9050 Pro, a processor in the new Mate 90 series, are all Huawei designs.

Read at Sina Techstate media ↗

Amazon Web Services adds Chinese developer Zhipu's AI model, sharing revenue by usage

Amazon Web Services (AWS) added Zhipu AI's GLM-5.3 large language model to Bedrock, its AI model service, and will share revenue with Zhipu based on how often customers call the model, STAR Market Daily reports. The listing puts a Chinese developer's model in front of AWS customers on Amazon's own platform and turns their usage into revenue for Zhipu. Zhipu has set up similar arrangements with several other overseas cloud vendors and, at home, with Alibaba Cloud's Bailian platform. Huawei Cloud has listed GLM-5.3 and agreed in principle to similar terms. In September, Zhipu raised about $5 billion, earmarked for next-generation GLM models and for large-scale computing to train and run them.

Read at IT Home ↗

Qualcomm denies paying Huawei on net or gaining its chip stacking technology in patent deal

A Qualcomm spokesperson told National Business Daily that reports of Qualcomm paying Huawei on net under the cross-license CTD reported October 5th are inaccurate, and that the deal has no link to Huawei's logic folding technology. Logic folding stacks a chip's circuit layers and links them vertically, Huawei's way to gain performance without access to the most advanced manufacturing processes. By Qualcomm's account, the deal does not hand that technique to the U.S. chip designer. Qualcomm confirmed that the Huawei U.S. patents it is buying are noncellular, meaning outside mobile network technology, and said the deal's terms are confidential.

Read at Wallstreetcn ↗·Read at Sina Techstate media ↗

CHIPS & SEMICONDUCTORS

Huawei says its Ascend AI chips have passed Nvidia's market share in China

At a media session after Huawei unveiled the computing architecture reported in the September 18th edition, rotating chairman Xu Zhijun said Ascend, Huawei's AI chip line, "should already have surpassed" Nvidia's China market share by Huawei's own count, according to a transcript published today. Supply capacity is now the main limit on Ascend sales, Xu said, so the number of chips Huawei can get made sets how much AI training capacity it can deliver next year. Volume supply of Ascend 950DT supernodes, systems that link many chips to work as one computer, should begin in late 2026 or early 2027, he said.

Read at Wallstreetcn ↗

III

ROBOTICS & AUTONOMOUS SYSTEMS

Driver says assisted driving system switched off 10 meters before a highway crash

A driver says the car's highway driver assistance system switched off about 10 meters behind a truck at 120 km/h, and the car rear-ended it, Yicai reports. At that speed a car covers 10 meters in a fraction of a second, far less time than a driver needs to take control and brake. Every driver assistance system sold to consumers in China is rated Level 2 or below on the national scale, so the driver must supervise the car at all times, IT Home notes. Yicai counted at least 10 similar incidents in recent years, including one last year in which a car crashed seconds after handing back control.

Read at IT Home ↗