“Currently undergoing testing at Chinese internet companies and telecommunications carriers”
“Huawei claims similarity in performance to Nvidia’s AI chip H100”
Nvidia’s decline in Chinese revenue is being offset by strong demand in other regions,
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Huawei is expected to surpass Samsung Electronics and become the top player in the foldable phone market in the first quarter of this year, according to forecasts./Yonhap News,
, ‘Huawei in China is reportedly set to release AI chips to challenge Nvidia (NVDA). ‘,
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, ‘According to the Wall Street Journal (WSJ) citing sources familiar with the matter on the 13th (local time), Huawei’s latest processor Ascend 910C has been undergoing tests at Chinese internet and telecom companies in recent weeks. The newspaper reported that the latest chip shipments are expected to begin in October. ‘,
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, ‘Huawei claims that its chip is similar in performance to Nvidia’s H100, targeting potential customers. ‘,
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, ‘The U.S. Commerce Department has enforced regulations prohibiting Nvidia from selling advanced AI chips, including the H100, to China citing national security concerns since last year. ‘,
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, ‘As a result, Nvidia released three models of chips tailored to the Chinese market, including the H20 chip. However, the performance of the H20 chip is lower compared to the H100. ‘,
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, ‘Huawei’s chips are reportedly planned to be purchased by companies such as ByteDance, Baidu, and China Mobile. ‘,
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, ‘According to WSJ, these customers have ordered over 70,000 units from Huawei initially, amounting to approximately $20 billion (27.4 trillion won). ‘,
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, ‘Even after this report, Nvidia’s shares are trading at $114, up over 4% from the previous day, marking a two-day rally. ‘,
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, ‘Nvidia’s CEO Jensen Huang has warned that as restrictions on U.S.-made AI chips for export tighten, Huawei will expedite its AI chip development. ‘,
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, ‘According to MarketWatch, it is expected to be difficult for Chinese companies to mass-produce advanced AI chips. There are restrictions on the sale of advanced semiconductors and semiconductor manufacturing equipment to Chinese companies, making it challenging for Chinese firms to achieve cost efficiency for mass production. ‘,
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, ‘China accounted for 14% of Nvidia’s data center revenue in the company’s 2024 fiscal year ending at the end of January. Nvidia has repeatedly stated that it is offsetting the impact of declining revenue in China with strong demand from other regions. ‘,
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