以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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HW
10 atoms · 跨 5 天 · 首见 2026-05-24 · 最近 2026-06-30
三色: 🟦 fact 2 · 🟥 take 8 · stance ▲4/▼3/◆1
来源: X 10
时态: fresh:10
标签: 好观点:5 · 好数字:3 · 好信源:2 · 好思考:1 · 好问题:1
叙事 (narrative) (5)
- 2026-06-30 · 电力需求与成本优势
If those clusters use 2x the electricity that an American DC needs to use for same compute, no big deal. China has plenty of electricity.
tags: 好思考 · → daily
- 2026-06-05 · 良率策略
It talked about achieving 100% yield thru "smart redundancies". I guess using its high end testing tools to detect defects on NPU dies & work around that.
tags: 好数字 · → daily
value: qty=100%
- 2026-06-13 · 拿不到euv流片导致技术落后
那是因为HW确实拿不到euv流片，以至于他们技术跟💩一样
tags: 好观点 · → daily
- 2026-06-05 · HBM方案
it seems to me that HW itself is just buying DDR5 DRAMs & stacking them directly on its AI chip. Not sure if that's for Ascend-950DT or future Ascends, but its "HBM" is proprietary, so likely not using CXMT HBMs. It's doing own advanced packaging.
tags: 好观点 · → daily
- 2026-05-24 · 与DeepSeek合作程度
HW & DeepSeek really cooperated a lot here
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-30 · Ascend芯片大规模供货能力
DS & Zai buying 100 to 200k Ascend chips for training should be straight forward to do.
tags: 好数字·好观点 · → daily
- 2026-06-30 · HBM和封装瓶颈
those must be the real bottlenecks
tags: 好问题 · → daily
- 2026-06-13 · 欧洲基站存量份额清零
hw在欧洲已经拿不到任何新增份额，未来存量份额清零是必然的事
tags: 好观点 · → daily
value: date=未来 · direction=清零
事实 (fact) (2)
- 2026-06-10 · 部署大规模计算系统
It is deploying 16k card systems
tags: 好数字·好信源 · → daily
value: qty=16k card
- 2026-06-30 · 供应偏好
HW does not use the best suppliers globally. it prioritizes supply chain security & makes sure it can produce a large qty of them so it can assure supply security to customers.
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-30 ·
fact · 供应偏好 · → daily
- 2026-06-30 ·
forecast · Ascend芯片大规模供货能力 · → daily
- 2026-06-30 ·
narrative · 电力需求与成本优势 · → daily
- 2026-06-30 ·
forecast · HBM和封装瓶颈 · → daily
- 2026-06-13 ·
forecast · 欧洲基站存量份额清零 · → daily
- 2026-06-13 ·
narrative · 拿不到euv流片导致技术落后 · → daily
- 2026-06-10 ·
fact · 部署大规模计算系统 · → daily
- 2026-06-05 ·
narrative · HBM方案 · → daily
- 2026-06-05 ·
narrative · 良率策略 · → daily
- 2026-05-24 ·
narrative · 与DeepSeek合作程度 · → daily
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