After dismantling Huawei's latest Ascend series processor 910C, Canadian research organization TechInsights found that it uses advanced components from TSMC, Samsung and SK Hynix, and the manufacturer is China's SMIC N+2 process. This situat...
After dismantling Huawei's latest Ascend series processor 910C, Canadian research organization TechInsights found that it uses advanced components from TSMC, Samsung and SK Hynix, and the manufacturer is China's SMIC N+2 process.
This situation shows that China is still highly dependent on foreign hardware, especially TSMC and Korean suppliers, to increase its AI semiconductor production capacity. Although Ascend 910C claims to be able to challenge the American Nvidia H100, its manufacturing process yield is insufficient, resulting in limited supply and high costs.
The United States continues to tighten sanctions and export restrictions, and Huawei is also actively promoting the autonomy of AI chips. In the second half of the year, it will launch the Ascend 920 chip with stronger performance, using 6 nanometers and HBM3 high-bandwidth memory, which can increase performance by 30% to 40% to seize market vacancies. At the beginning of the year, Huawei announced that CANN, the core software platform of Ascend chips, was fully open source, with the intention of building its own AI ecosystem to fight against the Western monopoly of the chip market.
However, this discovery not only highlights the complexity and dependence of China’s semiconductor supply chain on foreign countries, but also reflects the structural changes in the global AI chip market due to policy restrictions.
Huawei Used TSMC, Samsung, SK Hynix Components in Top AI Chips TechInsights Initial Analyzes of Huawei Ascend 910C Completed Further reading: After NVIDIA H20 was embargoed in China, Huawei immediately released the Ascend 920 chip to seize the market gap.
