American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

Huawei to double AI chip output in 2026, targeting 1.6 million dies

by admin September 29, 2025
September 29, 2025
Huawei to double AI chip output in 2026, targeting 1.6 million dies

Huawei Technologies Co. is preparing to step up its production of advanced artificial intelligence chips despite persistent US sanctions and manufacturing hurdles.

The Shenzhen-based company, working with Semiconductor Manufacturing International Corp. (SMIC), aims to distribute as many as 1.6 million Ascend dies in 2026, up from about 1 million this year.

The move marks an effort to supply domestic demand in China, where companies including Alibaba, Tencent, and DeepSeek require millions of processors to run AI services.

Huawei’s strategy signals Beijing’s broader push for semiconductor self-reliance in the face of restrictions on US-based Nvidia.

Huawei expands Ascend production targets

Huawei plans to manufacture about 600,000 of its Ascend 910C chips in 2026, doubling output from 2025 levels. Together with other models in the series, total production could reach 1.6 million dies.

These estimates include stock held in inventory and account for manufacturing yields, the rate of functional chips that pass quality checks.

The company was previously constrained by sanctions that restricted its access to advanced manufacturing tools.

However, it has increased production since mid-2025 by working with SMIC to improve yields on its 7-nanometre fabrication process.

Huawei’s current flagship 910C chips combine two dies into one package, but the method has proved difficult, contributing to shortages.

Competition with Nvidia intensifies

Nvidia, which sold about 1 million H20 processors to China in 2024, has been unable to maintain sales after new export controls. The company admitted in its most recent earnings call that it did not record any sales of the H20 in the last quarter.

In contrast, Huawei has started positioning itself as the primary supplier of AI accelerators to China’s domestic market.

Despite production gains, Huawei’s chips lag Nvidia in raw computing performance.

Analysts estimate that the Ascend 950, scheduled for release, will deliver only about 6% of the processing capability of Nvidia’s VR200 superchip.

Currently, Huawei processors are mostly used for inferencing rather than training large models.

Long-term roadmap for new designs

In September, Huawei unveiled a roadmap outlining its chip development until 2028. The plan includes the introduction of Ascend 950, 960, and 970 models, each designed for gradual performance improvements.

A new chip, internally called the 910D and later confirmed as the 950DT, is expected by late 2026, with production goals of about 100,000 units.

The 950DT will feature four dies in a single chipset, a significant design shift.

Huawei also revealed its UnifiedBus interconnect protocol, enabling as many as 15,488 Ascend chips to be linked together, providing an alternative way to scale computing power despite limits in chip performance.

China’s self-reliance push

China’s technology firms have been under pressure to secure reliable chip supplies as geopolitical restrictions cut access to foreign processors.

While yields on domestic 7nm processes remain low, recent advances by Shanghai Micro Electronics Equipment Group and other local firms suggest improvements are being made.

Huawei’s growing chip production highlights how Chinese companies are adjusting to restricted access to global semiconductor supply chains.

If the company can sustain its output goals, it may help reduce reliance on imports and support the country’s large-scale AI projects.

The post Huawei to double AI chip output in 2026, targeting 1.6 million dies appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
Dogecoin price prediction as the new DOJE ETF crosses $21M AUM
next post
Explained: OpenAI’s new parental controls for ChatGPT and what they do

Related Posts

Pernod Ricard, Remy, and other alcohol stocks fall...

March 14, 2025

Asian markets open: Kospi soars over 3% to...

October 2, 2025

Weekly wrap: Trump’s $100K H-1B visa fee, Nvidia’s...

September 21, 2025

Sam Bankman-Fried to learn fate today for orchestrating...

March 29, 2024

The U.S. labor market is shifting toward skilled...

May 5, 2024

Sainsbury’s shares rise as profit tops £1bn; analysts...

April 17, 2025

Long NPCE: NeuroPace Inc. Q3 Earnings, 28% Revenue...

November 14, 2024

Here’s why the Orsted share price is crashing...

August 25, 2025

TJX sees opportunity in Trump’s tariff chaos as...

November 23, 2024

Nu Holdings stock price forecast after earnings: still...

August 16, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Europe bulletin: Manchester synagogue attack aftermath, stocks close higher

      October 5, 2025
    • Evening digest: Trump sets deadline for Hamas, Canada’s slowdown, BTC rebounds

      October 5, 2025
    • Iran executes six people for alleged links to Israel, state media reports

      October 5, 2025
    • US digest: Trump’s Hamas ultimatum, government shutdown stalemate continues

      October 5, 2025
    • Japanese stocks may extend record run as Takaichi win revives ‘Abenomics’

      October 5, 2025

    Categories

    • Business (4,191)
    • Investing (2,958)
    • Latest News (2,080)
    • Politics (1,536)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved