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(00:00:00) ByteDance switches to Huawei AI chips. Cambrian holds up half the sky. Huida is gone. The next big order is "this industry" (00:09:17) Be careful! Huida's "bad" storm Beijing issued the latest order for "domestic" chips. Huawei's "Ascend 910C" successfully broke through. The United States harmed "itself" (00:17:57) Pure-blood Hongmeng public beta Huawei spirit "Developers win first, Hongmeng ecology wins together" shocked the industry (00:31:03) The Ministry of Industry and Information Technology’s 8-nanometer lithography machine has established its power. Asmore has self-destructed Chinese orders, and “one of our own” has turned against it and downgraded its rating. (00:39:46) Huawei's "Hongmeng PC" wins, "Microsoft" territory is in chaos, Intel is in a "mid-life crisis" and "Qualcomm" is acquiring it. Is there any chance? (00:53:50) Lu’s 8nm lithography machine takes another big step forward. Huawei’s “Ascend 910C” orders 70,000 pieces! The “Big Six” are ready to go. 20241001-P4, 20240930-P4, 20240926-P3, 20240924-P2, 20240923-P3, 20240920-P1