Huawei Ascend chief scientist Liao Heng on sanctions, Silicon Valley and self-reliance
Synopsis
Key Takeaways
Liao Heng, chief scientist of Huawei Technologies' semiconductor business and the principal architect of its Ascend artificial intelligence processors, has spoken candidly about overcoming a 'blind arrogance' he observed among engineers trained exclusively in the West — and how that realisation shaped his strategy for building China's most consequential AI chip programme. The remarks, made on a business podcast that has since gone viral, offer a rare window into the mindset driving Huawei's push for technological self-reliance under sustained US export controls.
From Princeton to HiSilicon: an unlikely convert
Liao is no ordinary chip engineer. A former child prodigy, he enrolled at the prestigious Tsinghua University in Beijing in 1987 at the age of 14, before pursuing postdoctoral research at Princeton University. He subsequently spent more than a decade in the United States, watching what he called a 'long sunset' for American chip start-ups. When he joined Huawei's chip-design unit, HiSilicon, in 2016, he was openly sceptical that China could ever produce world-class semiconductors.
That scepticism evaporated quickly. 'Reality taught me a quick lesson,' Liao said in the podcast, hosted last month by a reporter from a mainland news organisation. He pointed to HiSilicon's extraordinary execution record — taping out dozens of new chip designs every year without a single failure to reach mass production. 'Such a high hit rate shows that every team [at the company] is highly qualified,' he said.
Why it matters: Ascend at the centre of China's AI stack
As the chief architect behind the Ascend AI processor family, Liao sits at the epicentre of China's effort to build a domestically controlled AI computing infrastructure — one that does not depend on Nvidia hardware or the CUDA software ecosystem. With successive rounds of US chip export restrictions cutting off access to leading-edge Nvidia GPUs, Ascend chips have become the de facto alternative for Chinese cloud providers, research institutions, and AI developers, including those building on models comparable to DeepSeek.
The strategic importance is amplified by Huawei's simultaneous effort to develop its own chip-manufacturing pathway, reducing dependence on Taiwan Semiconductor Manufacturing Company (TSMC) and navigating the constraints imposed by the absence of cutting-edge EUV lithography tools.
The competitive backdrop: sanctions as a forcing function
Liao revealed in the interview how he drew on his Silicon Valley experience to import best practices while identifying where domestic strengths could be leveraged differently. He described the period of working abroad as one that inadvertently bred a form of intellectual insularity — an assumption that innovation was the exclusive preserve of Western firms. Witnessing HiSilicon's tape-out discipline firsthand dismantled that assumption.
His framing echoes a broader pattern across China's semiconductor sector, where US sanctions — far from crippling development — have accelerated investment in indigenous design capability, toolchains, and talent pipelines. Liao adopted what he described as a war-hero mindset, invoking the ethos of sacrifice and mission focus associated with figures such as Dong Cunrui, a celebrated Chinese military martyr, to galvanise his engineering teams.
What's next: the limits of Moore's Law and the road ahead
Beyond the immediate competitive battle with Nvidia, Liao acknowledged the industry-wide challenge posed by the slowing of Moore's Law — a constraint that affects every chipmaker globally and opens space for architectural innovation rather than pure process-node competition. Huawei's ability to close the gap with leading-edge AI accelerators will depend not only on design ingenuity but on progress in domestic fabrication, advanced packaging, and software ecosystem maturity.
As China's AI industry scales and the geopolitical pressure on semiconductor supply chains intensifies, the trajectory of the Ascend programme — and the strategy of engineers like Liao Heng — will be among the most closely watched developments in global technology.