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Huawei is reportedly developing an AI memory solution designed to address limitations in high-bandwidth memory (HBM) solutions, which have been a challenge for Chinese companies. According to reports from Chinese media sources, Huawei aims to create a solid-state drive (SSD) specifically tailored for data centers and capable of replacing HBM with higher capacities and efficiency.
In the context of China’s AI hardware advancements, there appears to be a gap in high-capacity memory solutions compared to Western offerings. While companies like CXMT have made progress, they still lag behind in providing equivalent memory capabilities. Huawei is now reportedly working on an AI-specific memory solution that could potentially break domestic reliance on HBM, which has faced significant supply restrictions due to geopolitical factors.
The report claims that Huawei’s AI SSD will not have capacity limitations and should significantly enhance computational capabilities. However, specific details of the technology are still undisclosed, so these claims should be taken with caution for now.
In addition to this memory solution, Huawei has also unveiled a UCM (Unified Cache Manager) software suite designed to accelerate large language model (LLM) training across various types of memory, including HBM, standard DRAM, and SSDs. This approach allows Huawei to optimize AI workloads without relying on advanced hardware.
Huawei’s rapid expansion into AI compute solutions, particularly in inferencing or training hardware, is narrowing the gap with companies like NVIDIA. While still behind, the company’s efforts are making significant strides.
