Reported 9 months ago
Chinese tech giant Huawei is facing challenges in expanding production capacity of its second-generation AI chip, the Ascend 910B, designed to compete with Nvidia's A100. Despite initiating production at chipmaker SMIC over half a year ago, the yield rate remains around 20%, with frequent equipment malfunctions severely limiting output. The US export restrictions and equipment supply disruptions have also hampered production goals. Huawei's plans to launch an upgraded version, the Ascend 910C, in September and a 5nm AI chip next year may face obstacles. The overall trend indicates China's semiconductor self-sufficiency aspirations being hindered by various factors, impacting other local tech giants like Alibaba, Tencent, and Baidu, as well as government data center projects.
Source: YAHOO