Huawei’s Ascend 910C Chip Matches NVIDIA’s H100 Yield Rates; Poised for the Next “DeepSeek Moment”

Huawei is reportedly making strides with its latest Ascend 910C chip, achieving up to a 40% yield rate and planning to roll out over 100,000 units this year. This development marks a significant advancement in the domestic AI landscape.

Huawei Steps Up with Its Advanced AI Chip, Setting the Stage for Efficient High-Volume Production

Huawei’s upcoming Ascend AI chip might just be the breakthrough moment the tech world has been anticipating. The Chinese tech giant is gearing up to challenge industry leaders like NVIDIA with its soon-to-be-released Ascend 910C chip. This new contender is anticipated to rival NVIDIA’s H100 AI GPU in sheer performance. As reported by The Financial Times, Huawei’s yield rate has impressively doubled over the past year, signaling that the company is on the verge of ramping up mass production.

A key point from The Financial Times highlights that the yield— which is essentially the percentage of functional chips produced—has reached nearly 40%. This is a substantial improvement from the 20% yield reported last year.

With this breakthrough, Huawei is now closer to bringing their latest Ascend AI creation to market. Previously, we speculated that Huawei might unveil the 910C around the time of NVIDIA’s GTC 2025 conference, perhaps to capture some of the event’s buzz. While this remains speculative, the improved yield numbers suggest that Huawei could soon see lucrative returns, potentially allowing them to expand further in AI technology.

Notably, Huawei is gearing up for a sizable production run of the 910C, with ambitions to produce up to 100,000 units by the close of 2025. As NVIDIA’s CUDA has long dominated the Chinese market, Huawei is making a strategic play with its proprietary CANN software to challenge this status quo. While ambitious, this plan showcases Huawei’s determination to carve out a significant market share.

Currently, Huawei’s Ascend AI chips are utilized by companies like DeepSeek, Alibaba, and Baidu, though predominantly for tasks requiring low-to-mid power levels, mainly for inference tasks. The introduction of the 910C presents an opportunity to diversify their applications, with hopes of taking a slice of NVIDIA’s control in the domestic arena.