Huawei beschleunigt Chip-Produktion - Bedroht Nvidias Marktdominanz
Huawei zündet die nächste Stufe der Chip-Produktion und stellt sich direkt gegen Nvidias Vormachtstellung.
Der chinesische Tech-Riese baut seine Halbleiterkapazitäten massiv aus - ein klarer Schachzug im globalen Technologiekrieg.
Huaweis Aufholjagd
Während Nvidia sich in seiner Dominanz sonnt, arbeitet Huawei im Hintergrund an der Zerstörung genau dieser Vorherrschaft. Die neuen Produktionslinien sollen nicht nur mithalten, sondern übertreffen.
Marktverschiebung in Echtzeit
Die Branche beobachtet gespannt, wie der unter Druck stehende Hersteller trotz aller Widrigkeiten expandiert. Ein klassischer Fall von 'verbieten Sie es mir erstmal' - während westliche Regulierungsbehörden noch überlegen, hat Huawei bereits gehandelt.
Finanzwelt zuckt mit den Schultern - Hauptsache die Aktienkurse steigen, egal wer gewinnt.
Demand for AI processors remains substantial across China
Companies ranging from Alibaba Group Holding Ltd. to DeepSeek require millions of these chips to build and run AI platforms. Nvidia reportedly sold roughly a million H20 chips during 2024 alone.
Last September, Huawei broke from its usual practice of secrecy by publicly announcing a three-year strategy for challenging Nvidia’s market leadership. Rotating Chairman Eric Xu presented multiple Ascend processors, the 950, 960, and 970 models, scheduled for gradual introduction through 2028. These represent the next generation following the years-old 910 series, which currently generates the bulk of
Huawei spearheads a group of Chinese chip manufacturers rushing to create accelerators while Nvidia remains largely excluded from the market through government restrictions. Beijing has blocked or discouraged domestic companies from purchasing Nvidia products over security worries.
Nvidia co-founder Jensen Huang has attempted to convince Chinese buyers that his products pose no security threat, though it remains uncertain whether this situation will change. During its latest earnings report, the company disclosed zero sales of the H20, a version designed specifically for China, in the most recent quarter. As Cryptopolitan reported earlier, China’s Baidu and Alibaba have also dumped Nvidia for domestically developed chips.
Production challenges remain despite summer progress
While some reports suggest Chinese companies plan to triple overall semiconductor output next year, sources described this goal as unrealistic. Production yields, meaning the percentage of usable chips coming off assembly lines, remain disappointing.
Huawei’s current leading AI processor combines two dies into a single chipset, an advanced packaging technique that theoretically increases power. However, this process presents challenges and partly explains ongoing supply shortages that have allowed competitors like Cambricon Technologies Corp. to fill the gap, sources explained.
Nevertheless, Huawei achieved meaningful output improvements during the summer months, sources added. Recent months have shown evidence of Chinese firms, including Shanghai Micro Electronics Equipment Group Co., making substantial progress in equipment technology.
Huawei now plans to introduce a chip following the 910C, initially called the 910D by industry observers, in late 2026, sources said. The company aims for 100,000 units of this new chipset, featuring a more ambitious design packing Four dies into one package. Earlier this month, Huawei announced plans for a late-2026 release of what it calls the 950DT.
Altogether, Huawei will distribute roughly 1.6 million dies across two chip types next year, compared to up to 1 million dies in 2025, sources confirmed. Earlier this year, Huawei informed customers it could sell 200,000 Ascend 910Cs by year’s end, plus about 100,000 units set aside for its own cloud computing division and possibly some government-connected projects.
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