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

Huawei seems to be making waves with its Ascend 910C chip, which reportedly boasts yield rates as high as 40%. The company plans to produce over 100,000 units this year, marking a significant leap forward in the AI landscape within China.

Huawei’s Cutting-Edge AI Chip Ups the Ante with Remarkable Yield Rates, Streamlining Mass Production

Huawei appears poised to hit the market with a groundbreaking new AI chip that may echo the impact of its earlier innovations. The Ascend 910C, soon to be unveiled, is expected to rival NVIDIA’s H100 AI GPU in terms of sheer performance. Insights from The Financial Times indicate that Huawei has doubled the yield rates for this chip over the past year, bringing mass production tantalizingly close.

"The yield of Huawei’s latest AI chips—the percentage of functional chips from the production line—has risen to nearly 40%, doubling from 20% a year ago," according to two insiders with this knowledge, as reported by The Financial Times.

This promising development suggests that Huawei is on the brink of introducing its freshest Ascend AI technology to the market. Earlier projections hinted that Huawei might aim to launch the 910C around the time of NVIDIA’s GTC 2025 event, potentially diverting attention from the competition. While this timeline remains speculative, Huawei’s enhanced yield rates suggest that profitability is within reach, which should enable further expansion in their AI ventures.

Ascend Full-Stack AI Software/Hardware Platform

Looking ahead, Huawei has ambitious plans to boost production to 100,000 units by the end of 2025. This move is aimed at challenging NVIDIA’s grip on the Chinese market by advancing its proprietary CANN software, crafted to compete directly with NVIDIA’s CUDA technology. Though this is a long-term strategy, Huawei’s commitment seems unwavering.

Huawei’s Ascend AI chips are already in use by companies like DeepSeek, Alibaba, and Baidu, particularly in handling low to mid-level tasks such as inference workloads. However, with the introduction of the 910C, Huawei aims to broaden its scope and potentially capture a larger share of the domestic market, posing a more formidable challenge to NVIDIA’s dominance.