According to Wccftech,Dear Utol (2025): Totoy Bayo Episode 38 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. However, production yield issues remain a key limiting factor. 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. It is expected to go on sale in China soon. 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. With the US having already banned the sale of NVIDIA’s China-specific H20 chips, forcing the company to further reduce specifications and launch a downgraded version, the more powerful Ascend 910c is now seen as a far more attractive option in the Chinese market. [Wccftech]
