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Huawei braces for $12B in AI chip revenue as Chinese fabs can barely keep up

Huawei expects AI chip revenue to reach $12 billion by 2026, driven by demand from Alibaba, ByteDance, and Tencent, as Nvidia’s China market share drops to zero. Key challenges include SMIC’s limited advanced-node capacity, low yields, and long cycle times. The Ascend 950PR is now the primary AI chip for Chinese cloud providers, boosted by DeepSeek V4’s optimization for Huawei’s architecture.

SourceHacker News AIAuthor: sleepyguy
Huawei braces for $12B in AI chip revenue as Chinese fabs can barely keep up
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Key points

  • Huawei projects $12 billion in AI chip revenue by 2026, up from $7.5 billion in 2025, marking over 60% annual growth.
  • Nvidia's China AI accelerator market share has collapsed to zero, according to CEO Jensen Huang, due to U.S. export restrictions and Beijing's push for domestic sourcing.
  • DeepSeek V4, optimized for Huawei's Ascend architecture, has driven demand for the 950PR, which is the only Chinese-made chip supporting FP8.
  • SMIC's capacity expansion and yield issues constrain production; Huawei is adding its own fabs, but HBM supply from CXMT remains uncertain.

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