Overview
- Analysts on Friday said Huawei could capture about 60% of China’s AI chip market in 2026 with roughly $12 billion in sales based on current orders.
- Nvidia’s H200 and H20 shipments remain stuck at customs because U.S. licenses require use inside China while Beijing tells buyers to deploy them only overseas.
- Huawei’s Ascend 950PR entered mass production in March and targets inference tasks, with FP4 support and 128 GB of locally made high‑bandwidth memory.
- DeepSeek said it runs inference for its v4 model on Huawei hardware even though it trained the system on Nvidia chips.
- SMIC makes most of Huawei’s AI chips and plans two new dedicated fabs this year, as Morgan Stanley projects China’s AI chip market to reach about $67 billion by 2030.