As American chip manufacturers such as NVIDIA face the impact of new US policies on their product exports to the Chinese market,Related NewsIt is alleged that Huawei will supply its Ascend 910C artificial intelligence acceleration chip in large quantities to customers in China.
According to people familiar with the matter, the Ascend 910C will be packaged with two sets of Ascend 910Bs. Its performance is said to be comparable to NVIDIA's H2022 acceleration chip launched in 100, and it supports a variety of artificial intelligence model operation loads. At the same time, samples have been provided to Chinese companies since 2024.test, and has already accepted market orders.
If nothing unexpected happens, the Ascend 910C will still be produced using SMIC's N+2 7nm process technology. However, the previously disassembled Ascend 910B also revealed that Xiamen Suanneng Technology (SOPHGO) was suspected to provide the chip design, and this chip was produced using TSMC's advanced process. Therefore, the Ascend 910C may also indirectly use TSMC's process technology.
However, Huawei did not respond to any details such as the Ascend 910C supply plan, and also stated that it did not provide chip design products to Xiamen Suanneng Technology. TSMC emphasized that it has not supplied Huawei in any form since mid-September 2020.
The US government is currently tightening export restrictions, mainly targeting China and countries and regions that China may use as springboards to import high-computing-power chips. For example, NVIDIA's special edition H20 accelerator, which was originally allowed to be purchased by businesses in China, will not be sold to China under the new restrictions. Even Hong Kong, Macau, and countries and regions included in the D:5 arms embargo list cannot purchase this product.
The US government's new wave of chip export restrictions has not only had an obvious impact on NVIDIA, but also affected AMD and Intel.Certain impact.
