Huawei Accelerates Chip Production in Bid to Challenge Nvidia’s AI Dominance

Huawei Technologies Co. plans to double production of its flagship 910C Ascend processor to 600,000 units in 2026, according to internal sources. The Shenzhen-based company aims to manufacture 1.6 million silicon dies for its Ascend lineup, marking a critical step in China's push for semiconductor self-sufficiency.

Production bottlenecks at Semiconductor Manufacturing International Corp. appear resolved, enabling Huawei to meet soaring domestic demand for AI chips. Alibaba Group Holding Ltd. and other Chinese tech firms require millions of processors to develop competitive AI platforms.

The expansion comes despite ongoing U.S. trade restrictions that disrupted 2025 deliveries. Success WOULD position Huawei as China's primary alternative to foreign processors powering the nation's digital economy.