Although the war of tariffs and technological between China and the United States is not something recent, in this 2025, and especially in these months, the situation is becoming especially intense with the production of chips for ia. Huawei goes for all and is attacking with everything to produce no less than 600,000 units of its 910c Even Denden Star processor in 2026, twice what they do now.
The idea of China you already know it: reduce that extreme dependence of the US as far as chips imports are concerned. Producing them at home is a national priority, and Huawei is at the head of that movement.
This hurry is born from those hard US sanctions that have been limiting the delivery and production of these processors. But Huawei and his semiconductor partner manufacturing International Corp (SMIC) seem to have solved these bottlenecks.
It is estimated that in 2026 Huawei wants to produce up to 1.6 million DIES, the small silicon sheets where the circuits are recorded. This figure includes 910C processors and other models in preparation for the next generation. This will almost triple the current production.
The Ascend 910C, its star processor, promises to be a beast. As for some power data, it offers 4 TB/s of memory speed thanks to HBM3 technology and is manufactured with 6 nanometers processes, although using techniques such as multiple patterning to replace SMIC limitations, the Chinese semiconductor manufacturer.
In addition, Huawei has already presented the Cloudmatrix 384 supernod, which reaches 300 power petaflops, exceeding the 180 Petaflops of the NVIDIA NVL72.
Huawei celebrates, Nvidia begins to bleed
The US administration, on the other hand, justified at the time that huge veto to the Nvidia chips as a protection of national security, but the collateral effects have not taken long to be suggested. On the one hand, Jensen Huang’s company soon saw how his most powerful market staggered; On the other, Huawei becomes very strong, staying with 15% of the Chinese chip market for AI and projecting to reach 30% in 2026.
In addition, a reverse talent escape is already being seen: Chinese engineers in Silicon Valley return to their country attracted by better financed local projects and with less restrictions.
Paradoxically, these sanctions are already accelerating Chinese technological autonomy, just what the US wants to avoid. Companies like NVIDIA or Microsoft now seek ‘Emergency doors’ in countries such as Singapore, India or Malaysia, but the era of Chinese technological dependence towards the West ends.
Meanwhile, all this occurs in a Chinese market that demands millions of chips to feed from giants such as Alibaba to newborn startups. Nvidia, meanwhile, sold almost a million of her H20 chips in 2024, but now her access to China has complicated.
Therefore, Huawei has made public a three -year plan where new chips Ascend 950, 960 and 970 who will add power and performance to their offer to put in a serious hurry to NVIDIA in the leadership worldwide.
The Rotary CEO of Huawei, Eric Xu, has been clear: «The computational power is and will continue to be key to AI», and that is why they want to bet on all or nothing with its ascend line and technologies such as its superpod.
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Tags: Nvidia, Artificial Intelligence, Huawei, Software