Why Nvidia investors shouldn’t worry about Huawei’s new Ascend 910D AI chip

Market Watch via MSN ^ | 05/04/2025 | Britney Nguyen

[SeekAndFind]

Chinese tech giant Huawei is reportedly ready to test a new artificial-intelligence chip to compete with Nvidia — but the U.S. chipmaker shouldn’t be too concerned, according to one analyst.

Huawei is looking to test its Ascend 910D chip with fellow homegrown tech companies and is expected to get its first samples of the chips next month, the Wall Street Journal reported, citing unnamed people described as familiar with the matter. The Chinese company, which was added to the U.S. Entity List in 2019, reportedly is aiming to take on Nvidia Corp.’s H100 chips, which are used to train some of the world’s most powerful AI models. Nvidia cannot sell its H100 chips to Chinese companies under U.S. restrictions.

News of the Huawei chip, reportedly still in early development, negatively impacted some U.S.-listed chip stocks on Monday, including Nvidia’s. Shares of Nvidia fell 2%, while Micron Technology Inc. saw its shares drop 1.5%, Taiwan Semiconductor Manufacturing Co. Ltd.’s U.S.-listed shares slipped 1% and Advanced Micro Devices Inc. shares were down 0.3%, though all recovered from intrasession lows. Shares of Intel Corp. meanwhile, gained 1.7%, while Broadcom Inc. rose fractionally.

But while a new AI chip would demonstrate Huawei’s ability to innovate quickly, it likely wouldn’t have the performance benefits of Nvidia’s offerings, which would limit its appeal outside of China.

The Ascend 910D reportedly uses packaging technology that can improve performance by integrating more silicon dies. However, it uses more power and is less efficient than the H100, according to the Wall Street Journal report.

Huawei’s rollout of chips to compete with Nvidia “is driven by the deepening rift between the West and China and China’s need to get rid of its dependence on Western technology (such as AI chips),” Richard Windsor, founder of research firm Radio Free Mobile

[SeekAndFind]

According to The Wall Street Journal, Huawei is prepping tests for its new Ascend 910D chip, pitched as an H100 killer.

They’ve been cozying up to Chinese tech firms for trial runs and are expecting sample batches as early as late May. Reuters piled on, reporting that mass shipments of the older 910C chip could start next month. Of course, Huawei has been chasing Nvidia’s shadow for years, ever since Uncle Sam slammed the door on exporting top-shelf AI hardware to China. The H100 wasn’t even allowed to legally exist there.

[Celtic Conservative]

China lags behind in being able to build more dense chips. Other makers are down to 3 nanometers resolution. The best the Chinese can do is 7 nm. China imitates and steals. It doesn’t innovate.

CC

[janetjanet998]

China imitates and steals. It doesn’t innovate.

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Ya, the next thing you know they will steal the NIH idea from both approved and cancelled joint projects and try to enhance Corona viruses using gain-of-function or something ….

[Brian Griffin]

“China imitates and steals. It doesn’t innovate.”

The US has many smart Chinese scientists.

China probably has them too.

[Brian Griffin]

“reports suggest that Ascend 910C could deliver up to 320 TFLOPS of FP16 performance”

https://www.trendforce.com/news/2025/04/29/news-decoding-huaweis-deepseek-all-in-one-machine-60-70-of-nvidia-h100-performance-at-an-appealing-price/

[ifinnegan]

Chicoms, Huawei are smoke and mirrors on their claims of cutting edge and leading technologically.

[SeekAndFind]

While that would be true to a certain extent, I wouldn’t belittle their ability to catch up eventually.

[ifinnegan]

“ While that would be true to a certain extent, I wouldn’t belittle their ability to catch up eventually.”

Why? On what basis do you make this statement?

[Liz]

CEO Jensen Huang has been working hard to show lawmakers what he believes is necessary for the industry to thrive. After weeks of high volatility, Nvidia (NVDA) investors may finally sigh with relief. Nvidia closed out trading last week in the green.....could May finally be the month it turns around?

That’s partially because the White House is expected to reveal its new "AI diffusion rule" on May 15, and it will likely reveal AI policy changes that favor Nvidia and its peers.

I heard DeepSeek, a Chinese AI company that develops large language models (LLMs) based in Hangzhou, Zhejiang, owned and funded by a Chinese hedge, is undercutting Nvdia something fierce.

Leading Chinese AI-centric companies and start-ups include Baidu, Tencent, Alibaba, SenseTime, 4Paradigm and Yitu Technology. Chinese AI's iFlytek, SenseTime, Cloudwalk and DJI have received attention for facial recognition, sound recognition and drone technologies.

[dennisw]

The Huawei Ascend 910D chip is built using a 7-nanometer (7nm) process, manufactured domestically in China, primarily through SMIC (Semiconductor Manufacturing International Corporation). This process is less advanced than the 4nm technology used by Nvidia’s H100 but represents a significant achievement for China given ongoing export restrictions on advanced chipmaking equipment.

If you want to know how this compares to Nvidia’s or other chips, or have questions about its performance, let me know!
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My guess was a 20 nanometer process. 7 nanometer is impressive. My i5-12500 (Q1 2022) is 10 nanometer.

[RoosterRedux]

Bfl

[dennisw]

Nvidia video cards always run on less wattage than comparable Radeon cards.
You will have the same situation with the CCP Ascend 910D chip. It will consume more watts (3x more?) than comparable Nvidia AI chips. It will run so hot in arrays, that it will need industrial fans cooling them off. The Chi-Clowns should look into water cooling them.

What really holds them back is that ASML lithography will not sell into China. Not since 2022 due to US pressure.
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-ASML is currently the world’s only supplier of extreme ultraviolet (EUV) photolithography equipment, used in the making of advanced chips with smaller features to cram in more circuitry. Export of these products to China was blocked by the Dutch government several years ago.
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ASML Holding N.V. (commonly shortened to ASML, originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation founded in 1984. ASML specializes in the development and manufacturing of photolithography machines which are used to produce integrated circuits.

As of 2023 it is the largest supplier for the semiconductor industry and the sole supplier in the world of extreme ultraviolet lithography (EUVL) photolithography machines that are required to manufacture the most advanced chips.[2] As of November 2024, ASML was the fourth most valuable company in Europe, and the second most valued European tech company, with a market capitalization of about US$264 billion.[3][4]

ASML’s corporate headquarters is in Veldhoven, Netherlands and the location for research, development, manufacturing and assembly. ASML employs more than 42,000 people[1]

[grannycracker]

Their chips need more power. Is that a problem for a country building power plants at a record pace?

[Natty Bumppo@frontier.net]

If it is from Huawei, the malware is baked in before the name goes on.

[EQAndyBuzz]

This is nothing more than a dog whistle to “special” investors to get out, wait for NVidia to go down 10 points or so then buy the stock back at a lower price. This is like the third time this has happened over the last 90 days.

[PIF]

I heard DeepSeek, a Chinese AI company that develops large language models (LLMs) based in Hangzhou, Zhejiang, owned and funded by a Chinese hedge, is undercutting Nvdia something fierce.

DeepSeek, the Chinese hedge mentioned as well as all other corporate private entities are part of the Chinese military which is part of the CCP.

[PIF]

Their chips need more power. Is that a problem ...

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more power means more cooling, means large pieces of equipment, larger pieces of equipment means more weight, more weight means more power, means the end result cost a lot more and can do a lot less.

[Liz]

DeepSeek, the Chinese hedge mentioned as well as all other corporate
private entities are part of the Chinese military which is part of the CCP.

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Ooooooo.....scary.

[PIF]

Ooooooo.....scary.
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Well you should be scared, since that system dictates what one has the other gets. Civilian-Military Fusion Xi called it.