[Image] The roadmap for Huawei’s Ascend AI chips sparked heated discussions at the 2025 Huawei Connect Conference. From Ascend 910 to 950, 960, and then to 970, Huawei has iterated annually, increasing the single-chip computing power from 300 TFLOPS (FP16) to over 1 PFLOPS, doubling the HBM bandwidth, with the goal aimed at training trillion-parameter … Read more
In response to global AI chip supply and policy changes, the self-sufficiency rate of domestic computing power chips has rapidly increased in recent years. Huawei has for the first time clearly disclosed the planning of the Ascend series AI chips, while Alibaba and Baidu are also accelerating the adoption of self-developed chips for training AI … Read more
1. Market Landscape: Accelerated Domestic Substitution, Formation of a Duopoly “Under the U.S. chip blockade, the Chinese AI computing market is surprisingly divided by these two companies, capturing 35%!” In Q1 2025, the domestic AI chip substitution rate soared to 45%, with Huawei Ascend and Cambricon together holding 35% of the cloud market share, surpassing … Read more