Huawei to boost Ascend AI output to 600k in 2025, 1.6M dies in 2026

Huawei plans to sharply increase production of its flagship Ascend AI chips over the next two years, aiming to double output of its 910C processor to about 600,000 units in 2025 and to produce roughly 1.6 million dies across its Ascend line in 2026, company clients and industry sources said. The move, announced alongside a broader hardware and software roadmap unveiled in Shanghai this month, is intended to accelerate domestic AI capacity as access to some foreign high-end chips has been constrained by U.S. export controls.

People familiar with Huawei’s plans said the 2025 and 2026 production figures include dies already in inventory and internal yield estimates. The company is working with Semiconductor Manufacturing International Corporation to manufacture Ascend dies using enhanced 7 nanometre process technology. Huawei also told customers it is prepared to sell about 200,000 Ascend 910C units by year-end and has reserved roughly 100,000 for its own cloud business and potential state-linked projects, the sources said.

The production push accompanies a public roadmap that stretches through 2028, with new processors and infrastructure unveiled by Huawei’s rotating chairman in...