Huawei to ship 700,000 Ascend AI chips in 2025 despite yield challenges

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According to Wccftech, Mizuho Securities analyst Vijay Rakesh predicts in a newly released report that Huawei’s Ascend AI chips, including the Ascend 910a, 910b, and 910c, are expected to reach 700,000 units in shipments by 2025. The report explains that the Ascend 910c integrates two older Ascend 910b chips, delivering up to 800 TFLOP/s of computing power in FP16 mode and offering a memory bandwidth of 3.2 TB/s. The chip is seen as comparable to NVIDIA’s H100 GPU and is currently being mass-produced by SMIC. Due to the use of a 7nm process based on deep ultraviolet (DUV) lithography, the yield rate for the Ascend 910c remains relatively low. Mizuho estimates the yield at around 30%, which significantly limits shipment volumes.