Huawei https://ai-dc-parts.pages.dev/companies/huawei News and posts about Huawei on AI Data Center Parts Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists https://www.digitimes.com/news/a20260828PD207/huawei-ascend-nvidia-chips-china-2026.html Fri, 28 Aug 2026 04:45:00 GMT Although Huawei's Ascend 910C is sold out in China, the inability of domestic chips to fully replace Nvidia's H200 suggests ongoing global AI compute constraints. (DigiTimes) Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck https://semianalysis.com/2025/09/08/huawei-ascend-production-ramp Mon, 08 Sep 2025 09:54:57 GMT The production of AI compute is highly dependent on the supply chain, with high bandwidth memory (HBM) currently cited as the main bottleneck. (SemiAnalysis)