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Following the recent U.S. export restrictions on NVIDIA’s H20, Huawei appears poised to fill the gap in China’s AI chip market. According to Reuters, the company is expected to begin mass shipments of its Ascend 910C as early as May.
Sources cited by the report unveiled that some of the chips have already started rolling out.
Notably, Huawei may have more up its sleeve. A previous report from mydrivers indicated that Huawei’s Ascend 920, scheduled to be launched in the second half of 2025, could also serve as a potential replacement for NVIDIA’s H20.
Yield Could Remain an Issue
However, Reuters points out that Huawei’s 910C may be more of an architectural upgrade than a game-changing breakthrough, as it is essentially a combination of two 910B processors.
By merging them into one single package, the 910C claims to deliver performance on par with NVIDIA’s H100, which was banned from shipping to China in 2022, the report adds.
In addition, as per Tom’s Hardware, citing a report from CSIS (Center of Strategic & International Studies), Huawei’s Ascend 910B and 910C chips reportedly suffer from low yields, with only about 75% making it through advanced packaging.
Still, the latest U.S. export curbs on advanced AI chips like NVIDIA’s H20, AMD’s MI308, and Intel’s Gaudi are opening the door for Huawei and domestic players like Moore Threads and Iluvatar CoreX, as noted by Reuters.
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(Photo credit: Huawei)
