This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Huawei's Ascend 910C chips are apparently good enough to give NVIDIA's H100 GPUs a run for their money, as per the publicized claims of China's star AI player. And, judging from the beating - albeit fleeting - that NVIDIA's shares received in the aftermath of this well-choreographed move from Huawei, the market seems to agree. Now, one analyst has made some startling claims regarding Huawei's Ascend series chips, and that too within a note dedicated to NVIDIA. To wit, Mizuho analyst Vijay Rakesh, while expounding on his bullish thesis for NVIDIA, took a startling detour to discuss the dynamics surrounding Huawei's Ascend 910 series chips: "In China, we estimate Ascend 910a/b/c potentially at 700k+ units in 2025E but yields at key foundry SMIC remain fairly low, we estimate ~30%." For the benefit of those who might not be aware, Huawei's 910C GPU has already been dubbed China's DeepSeek moment for its still-fledgling semiconductor sphere. As we detailed in a previous post, the Ascend 910C combines two older 910B chips to reportedly deliver 800 TFLOP/s of computing power at FP16, replete with a memory bandwidth of up to 3.2 TB/s. The chip is considered on par with NVIDIA's H100 GPU, and is expected to start hitting the proverbial shelves in China soon now that volume production is underway at China's largest contract chip manufacturer, SMIC. Do note, however, that Huawei's Ascend 910C chips leverage SMIC's 7nm DUV-based production process, which suffers from "fairly low" yields, as recently pointed out by Mizuho's Rakesh as well. Of course, Huawei continues to expand its own chip fabrication footprint in China, with a recent report identifying as many as 11 different foundries now working under Huawei's control. Interestingly, many of these foundries bear discrete names to obfuscate their connection to the Chinese giant, which appears to be on a quest to attain an unprecedented level of vertical integration. And, based on separate reports, it appears Huawei is also collaborating with SiCarrier to develop next-gen lithography machines. If these efforts attain commercial success, SiCarrier will become China's ASML, and allow the world's second-largest economy to break free of Washington's ever-tightening noose around its chips sector. As an illustration, consider the fact that the Trump administration recently imposed licensing requirements on NVIDIA's China-specific GPUs, the H20, and AMD's comparable offering, the MI308. What's more, the administration has also issued new guidance, which posits that the use of Huawei's Ascend 910 series chips anywhere in the world would violate US export controls. This move is intended to preclude Huawei's penetration overseas. Deal of the Day

Menu Home News Hardware Gaming Mobile Finance Deals Reviews How To Wccftech MobileSemiconductor Huawei’s Chipmaking Partner SiCarrier Reportedly Seeks $2.8 Billion In Funding As It Attempts To Compete With ASML; Most Products Have Yet To Enter Production Omar Sohail • May 14, 2025 at 01:07am EDT SiCarrier was previously reported to have a trade link with Huawei, with the Chinese firm said to be developing next-generation chip manufacturing tools that would allow it and the region to compete with ASML and severely reduce dependency on overseas firms. Unfortunately, realizing these goals is going to be a costly venture, and even with financial backing from China, it appears that SiCarrier’s plans cannot reach fruition without some funding to catalyze its plans, which is why the company is said to acquire capital of a whopping $2.8 billion to make this possible. The funds will be used for research purposes, with various entities interested in investing in SiCarrier During SEMICON, SiCarrier unveiled a host of cutting-edge chipmaking machines aimed at breaking ASML’s monopoly and giving China the edge in this highly competitive industry. Unfortunately, Reuters reports that most of the products showcased by the Huawei partner have yet to enter production, and the lack of funds could be a major indicator. This is likely why the company is apparently looking to raise capital, with sources familiar with the matter claiming that SiCarrier wants $2.8 billion, with the firm valued at $11 billion.. The fundraising could conclude in a few weeks, with multiple entities such as domestic venture capital companies interested in investing in SiCarrier. Interestingly enough, the report mentions that the required funding did not include the chipmaker’s lithography assets, but there is a possibility that interested parties will want a piece of this pie. After all, the entire goal for China, and by extension, Huawei, is to stop relying on the older DUV equipment and focus on building ‘state of the art’ EUV machinery so that a host of companies can move past the 7nm barrier. Currently, China’s largest semiconductor manufacturing company, SMIC, is limited to mass manufacturing 7nm wafers because transitioning to the 5nm technology requires multiple patterning steps, which increases costs and lowers yields. SMIC was previously mentioned to have successfully developed its 5nm node, but plans to mass producing wafers on this lithography is still a distant dream. China was also said to be developing in-house EUV machines that would enter trial production in Q3 2025, but there are no follow-ups regarding these plans, which only means that the majority of China’s ambitions could rest on SiCarrier’s shoulders. News Source: Reuters Deal of the Day Subscribe to get an everyday digest of the latest technology news in your inbox Follow us on Topics Sections Company Some posts on wccftech.com may contain affiliate links. We are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com © 2025 WCCF TECH INC. 700 - 401 West Georgia Street, Vancouver, BC, Canada