Huawei to spike chip output as Nvidia wavers in China

Huawei plans to make about 600,000 of its marquee 910C Ascend chips next year

- Bloomberg

Huawei Technologies Co. 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 Corp. 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 US 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.