Huawei Technologies Co. Prepares for the production of the most advanced artificial intelligent chips in the coming year, and is aimed at winning customers on the largest semiconductor market in the world, while Nvidia Corp. Struggles with geopolitical headwind.
The Chinese company is planning to make about 600,000 of its tent 910c chips next year, about double the level of this year, said people who are familiar with the case who asked for anonymity to discuss private information. Huawei had difficulty getting those products out of 2025 because of American sanctions. In general, the company established in Shenzhen will increase the output for its Ascend product line in 2026 to no less than 1.6 million, said the people who describe the basic silicon components that house chip circuits.
If Huawei can achieve those goals, this would be a technical breakthrough for a company that is considered the best hope of China to weat themselves from the foreign chips that have the number 2 economy in the world in force. It suggests that Huawei and the most important partner Semiconductor Manufacturing International Corp. have found a way to alleviate some of the bottlenecks that have not only impeded its AI activities, but also the objectives of Beijing’s self-reliance. The projections for 2025 and 2026 include molds that Huawei has in the inventory, as well as internal estimates of revenues or the failure percentage during production, the people said.
Shares in Smic and rival chip maker Hua Hong Semiconductor Ltd. Won more than 4% in Hong Kong on Tuesday, while the wider market remained largely unchanged.
Chinese companies of Alibaba Group Holding Ltd. Millions of AI chips need to develop and exploit AI services to Deepseek. Only Nvidia has an estimated one million H20 chips in 2024.
The reported plan of Huawei to double the AI ​​chip output the following year suggests that China is making real progress when working around American export controls. Nevertheless, the plan also exposes the restrictions imposed by the American checks: the development of the junction continues to 7 nanometers, and Huawei will continue to rely on stocks of foreign memory with a high bandwidth in the midst of a lack of domestic production.
From the Perspective of Beijing, the production expansion of Huawei represents another movement in a constant back and forth with the west over semiconductor access and self-supply. The priority remains accelerating native to critical technologies and pushes back steadily against Western controls.
In September Huawei took the unusual step to publicly reveal the three -year vision for the dominance of Nvidia. That was a break in the tradition for the company, which has so far preferred to keep his plans and capacities secret. Rotating chairman Eric Xu introduced a series of Ascend-chips-de 950, 960 and 970-plan for rollouts until 2028. They are the natural evolution of the years old 910 series, which for the time being the cow of Huawei remains, the people said. Representatives of the company did not respond to an e -mail to ask for comments for this article.
Huawei leads a wave of Chinese chip companies that race to develop accelerators, while Nvidia usually stays outside the market due to government controls. Beijing has blocked or discouraged Chinese use due to security problems.
NVIDIA co-founder Jensen Huang has tried to reassure the Chinese of the safety of his products, but it is not clear when or if-that will happen. The company said on its most recent win in the last quarter.
Although there have been reports that Chinese companies will try to triple their general semiconductor production next year, that goal is not realistic, the people said. A problem is that the production yields, or the percentage of chips that can be used as soon as they come from the assembly line, are overwhelming, they said.
Huawei’s current top-of-the-line AI-processor boxes two dies in one chipset-one performance of advanced packaging that makes the product more powerful in theory. But the process is a challenge and partially explains a persistent shortage of offer with which rivals such as Cambricon Technologies Corp. The shortage was able to form the people.
But Huawei was able to improve the output in the summer, the people added. In the past year there were signs of Chinese companies, including Shanghai Micro Electronics Equipment Group Co. Those big steps take in Gear Technology. Huawei is now planning to introduce a chip to follow the 910C – originally called the 910D by the industry – at the end of 2026, the people said. The company focuses on 100,000 units of the new chipset, which is supplied with a more radical design that dies four in one chipset, they added. Huawei said this month that it focuses on a release of the end of 2026 for a chip calling the 950DT.
In total, next year, Huawei will die about 1.6 million over two types of chips, versus dying to 1 million in 2025, the people said. Huawei told customers earlier this year that it is ready to sell 200,000 Ascenc 910Cs at the end of the year, in addition to around 100,000 units reserved for his own cloud computing unit and possibly some state-related projects, people said.
For now, Huawei’s AI-chips NVIDIAs are leaving in single-chip performance. The upcoming Ascend 950 can only offer 6% of the next generation VR200 super chip from Nvidia, Schat Bernstein. Until now, the most important customers of Huawei, including Alibaba and Tencent Holdings Ltd., have largely used its best semiconductors only for the inference, or performing AI models after they have been trained.
With the help of Smic, Huawei is able to produce molds using aging 7-nanometer technology. The dying for the 910 product line is made with an improved version of the 7NM technique from Smic. For comparison: the newest Blackwell architecture GPUs from NVIDIA are produced at 4NM nodes by Taiwan Semiconductor Manufacturing CO.-Ongeweer two generations ahead.
As a wildcard, Huawei is investigating a renewed ascend chip of the next generation beyond the announced models, planned for an even more reinforced 7 NM Smic line. The new chip can be powerful enough to train AI algorithms for large customers, not only to exploit, according to a person with direct knowledge.
The doubling of the production of Huawei’s Marque AI Accelerator -Chip in 2026 could help to illuminate the Bottleneck of Semiconductor in Alibaba, Tencent and Baidu. An unconfirmed report from Bloomberg News stated that Huawei is planning to double the production of its 910C Ascend Chip next year to 600,000 units. The plan knew further doubt about the route from Nvidia to the Markt in China, which doubles its goal from achieving technological self -supply.
But technical challenges in production can push the commercialization of that product to 2027 or later, the person said. Huawei is planning to roll out a chip that calls the 960 around that time frame and another baptized the 970 in 2028, the company said earlier this month in its public presentation.
This month, XU presented a series of solutions for that technological ceiling: brutal strength, networks and policy support. With a technique that he sketched, Huawei lets no fewer than 15,488 of his AI-connected AI chips connected using self-developed Unifiedbus Interconnect Protocol, a new technology that was also formally unveiled the same day.
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Published on September 30, 2025
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