By Nvidia has identified China’s Huawei as a significant competitor in the semiconductor industry, despite U.S. sanctions designed to curb Huawei’s access to advanced technologies. The U.S. chipmaker highlighted Huawei’s rapid progress in developing high-performance chips, which could challenge Nvidia’s market leadership in areas such as artificial intelligence (AI) and data centers.
Huawei, through its subsidiary HiSilicon, has been investing heavily in semiconductor research and development to reduce its reliance on foreign technology. This push for self-sufficiency has enabled Huawei to make strides in chip design and manufacturing, even as U.S. sanctions limit its access to critical tools and components.
Nvidia’s CEO emphasized the importance of innovation and strategic alliances to stay ahead in the competitive landscape. The ongoing U.S.-China tech rivalry is expected to drive further advancements in the semiconductor industry, with both nations competing for dominance in key technologies.
Analysts warn that Huawei’s growing capabilities could disrupt global supply chains and intensify competition in emerging markets such as AI, 5G, and autonomous vehicles.