Huawei to Double Advanced AI Chip Production Next Year
About 600,000 Units of Flagship 910C Ascend to Be Mass-Produced Next Year
Low Yield and Performance Limitations Noted
Bloomberg News reported on September 30 (local time) that Huawei, China’s leading semiconductor company, plans to double its production of advanced artificial intelligence (AI) chips next year compared to this year.
Citing multiple anonymous sources, Bloomberg stated that Huawei plans to manufacture approximately 600,000 units of its flagship '910C Ascend' chip next year, which is about twice the amount produced this year, when production was hampered by U.S. sanctions.
Additionally, the report explained that Huawei plans to increase the production volume of dies-basic silicon components that house chip circuits-for its Ascend product line, including the successor to the 910C and the 950DT, from a maximum of 1 million units this year to around 1.6 million units next year. These projections reflect Huawei’s inventory and internal yield estimates.
Bloomberg analyzed that if Huawei achieves these goals, it would represent a technological breakthrough, indicating that Huawei and others have found ways to overcome some of the obstacles that have hindered semiconductor self-sufficiency.
Chinese companies such as Alibaba DeepSeek require millions of AI chips to develop and operate AI services, and it is estimated that U.S. semiconductor company Nvidia sold about 1 million H20 chips last year alone.
Huawei, which has traditionally maintained strict secrecy about its production capacity plans, recently took the unusual step of announcing a three-year vision to compete with Nvidia. According to this plan, Huawei aims to launch Ascend series products such as the 950, 960, and 970 by 2028.
However, sources considered predictions that Chinese companies would triple overall semiconductor production by next year to be unrealistic, citing reasons such as yield rates.
Hot Picks Today
"Stocks Are Not Taxed, but Annual Crypto Gains Over 2.5 Million Won to Be Taxed Next Year... Investors Push Back"
- [Breaking] Samsung Labor-Management 'Performance Bonus Negotiations' Fail in Third Mediation... Union Says "General Strike to Proceed as Planned Tomorrow"
- [Breaking] Blue House: "Deeply Regret Central Labor Relations Commission Post-Mediation Breakdown... Urge Labor and Management to Do Their Best Until the End"
- "Don't Throw Away Coffee Grounds" Transformed into 'High-Grade Fuel' in Just 90 Seconds [Reading Science]
- "Even With a 90 Million Won Salary and Bonuses, It Doesn’t Feel Like Much"... A Latecomer Rookie Who Beat 70 to 1 Odds [Scientists Are Disappearing] ③
Bloomberg also reported an estimate from U.S. market research firm Bernstein that the performance of the Ascend 950 amounts to only 6% of Nvidia’s next-generation VR200 Super Chip.
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
