Huawei Technologies is preparing to sharply ramp up production of its most advanced artificial intelligence chips over the next year, aiming to win customers in the world’s biggest semiconductor market while Nvidia struggles with geopolitical headwinds.
The Chinese company plans to make about 600,000 of its marquee 910C Ascend chips next year, roughly double this year’s level, people familiar with the matter said, asking for anonymity to discuss private information. Huawei had struggled to get those products out the door for much of 2025 because of U.S. sanctions. Overall, the Shenzhen-based company will raise output for its Ascend product line in 2026 to as many as 1.6 million dies, the people said, describing the basic silicon components that house chip circuitry.
If Huawei can hit those targets, it would represent a technical breakthrough for a company regarded as China’s best hope of weaning itself off the foreign chips that power the world’s No. 2 economy. It suggests Huawei and main partner Semiconductor Manufacturing International Corp. have found a way to relieve some of the bottlenecks that have hindered not just its AI business, but also Beijing’s self-reliance objectives. The projections for 2025 and 2026 include dies that Huawei has in inventory, as well as internal estimates of yields or the rate of failure during production, the people said.
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