Huawei Technologies is preparing to roll out its advanced Ascend 910C artificial intelligence chip to Chinese clients starting next month, according to a Reuters report citing sources familiar with the matter. Some deliveries have reportedly already been made.
The timing coincides with expanded U.S. export restrictions that require Nvidia (NASDAQ:NVDA) to obtain licenses before selling its H20 chips to China a move that could cost the U.S. chipmaker up to $5.5 billion.
Huawei began testing the 910C chip with Chinese telecoms and internet firms last year. The company indicated the chip's performance is comparable to Nvidia's H100, which remains unavailable in China. Early projections suggested potential orders exceeding 70,000 units, valued at approximately $2 billion.
The 910C chip, while not a technical leap, integrates two of Huawei's 910B processors using advanced packaging, reportedly matching the H100's performance. Improvements include increased memory capacity and enhanced AI task support.
While China's Semiconductor Manufacturing International is involved in producing some components using 7nm technology, yields remain low. Some 910C units reportedly use chips originally made by Taiwan Semiconductor Manufacturing Company (NYSE:TSM) for Chinese firm Sophgo.
Huawei, TSM, and Sophgo have yet to respond to media inquiries.
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