A number of new news came, and the Huawei chip incident began to reverse
According to Reuters, Huawei's Ascend 910BAI chip has received a lot of orders as a replacement for NVIDIA's A100.
Previously, Huawei's Ascend community unveiled the Ascend 910 series chips, of which the Ascend 910B is an upgraded version of the powerful AI chip.
iFLYTEK also revealed that Huawei's Ascend 910 series chips are powerful, especially Huawei's Ascend 910B chips, which are on par with Nvidia A100 in terms of AI and other aspects.
Huawei Mate60Pro has been on the market for more than 2 months and is still out of stock, Huawei has launched an appointment subscription form in order to ensure that all users can buy Huawei Mate60Pro.
It is reported that Huawei Mate60Pro is out of stock, not because of insufficient production capacity, but in order to give production capacity to more important AI chips, such as Ascend 910B.
After the Huawei Mate60Pro went on sale, Midea planned to continue to ship chips to China, but it restricted the shipment of the highest-level chips, not only requiring NVIDIA to limit the shipment of chips such as A100 A800, but also restricting the shipment of high-end consumer-grade GPU chips.
Huawei has given up the production capacity of more important chips such as the Ascend 910B chip, after all, AI chips such as the Ascend 910B are also sought-after.
In this regard, foreign ** said that the Huawei chip incident began to take a turn.
The revision of chip rules has led to the inability to produce several advanced chips developed by Huawei.
Over the past three years, Huawei has invested more than 440 billion yuan in R&D, and in the first nine months of this year, it invested more than 110 billion yuan in R&D.
Chips such as Kirin 9000, Hongqiao 900, and Ascend 910B appeared, and Xu Zhijun announced that Huawei's chip self-sufficiency rate had reached 70%, and called on domestic manufacturers to use more domestic chips to promote the development of the domestic chip industry chain.
The key is that after the emergence of chips such as Kirin 9000, the global semiconductor chip shipment situation has changed.
After the Huawei Mate60Pro went on sale, ASML directly announced that the request submitted to the Netherlands** had been approved, and it could continue to ship lithography models such as the 2000i to the country.
That is, after the signing of the tripartite agreement, the Netherlands publicly stated that it would cooperate with the United States to carry out export controls on related semiconductor products, and set a time.
ASML's attitude has also changed suddenly, saying that the self-inspection of the chip industry chain such as Huawei is the behavior of the global industry chain, which damages the interests of the global industry chain.
ASML's statement means that the advancement of Huawei chips has harmed ASML's interests.
TSMC, Samsung and other permanent exempted enterprises can not only continue to set up factories in China and expand production capacity, but also send advanced equipment to China and carry out process upgrades.
You must know that after the introduction of the major subsidy program in the United States, it is required that any subsidy application shall not expand domestic factories for ten years.
In particular, TSMC not only accelerated the domestic shipment of chips such as 7 nanometers, but also rejected the core subsidy package of the United States, and announced that TSMC's roots would remain in Taiwan, requiring equipment manufacturers to suspend the supply of advanced semiconductor equipment.
TSMC's approach is worth pondering, after all, Liu Deyin once said that building a chip production line with non-American technology is not the direction currently considered, and now he chooses to continue to take root in Taiwan.
The key is Qualcomm, after Huawei Mate60Pro goes on sale, it is reported that Qualcomm's shipments of domestic chips in 2024 are expected to be reduced from 40 million to 60 million.
In short, more and more Huawei chips have begun to return, and domestic manufacturers have also begun to adopt Huawei chips on a large scale, because Huawei chips have made too much progress, and semiconductor giants such as ASML have also begun to accelerate their shipments to China.
That's why foreign media will say that the Huawei chip incident has begun to reverse. If you agree, please like, welcome to follow the message, discuss and share.