Overview

• The U.S. Commerce Department's new licensing requirements have barred Nvidia from exporting its H20 GPUs to China, leading to a $5.5 billion charge for the company.
• Huawei plans to begin mass shipments of its Ascend 910C AI chip next month, with initial deliveries reportedly already made to Chinese customers.
• The Ascend 910C matches the performance of Nvidia's H100 by integrating two 910B processors, offering twice the computing power and memory capacity.
• China's Semiconductor Manufacturing International Corporation (SMIC) faces manufacturing challenges, including low 7nm chip yields, potentially affecting Huawei's production scale.
• Analysts suggest U.S. export restrictions are accelerating China's push for domestic semiconductor self-reliance, benefiting firms like Huawei and Cambricon Technologies.