Latest news with #910B
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First Post
20-05-2025
- Business
- First Post
US ‘undermined' trade truce talks, says China citing American advisory against Huawei chips
After the Donald Trump administration of the United States issued guidance against using Huawei's Ascend chips, China reacted angrily and said the action 'undermined' the US-China trade truce talks. read more After the United States warned companies against using Huawei's Ascend chips, China has said that the Donald Trump administration had 'undermined' ongoing trade truce talks with the warning. Last week, the United States and China agreed to a truce in the ongoing trade war. They agreed to reduce tariffs by 115 per cent for 90 days. Later in the week, the Trump administration said in a statement that the usage of Huawei's Ascend chips 'anywhere in the world' would violate US export controls. STORY CONTINUES BELOW THIS AD In a fresh statement on Monday, China said that it had 'negotiated and communicated with the US at all levels through the China-US economic and trade consultation mechanism, pointing out that the US's actions seriously undermined the consensus reached at the high-level talks between China and the US in Geneva'. After the initial Chinese backlash, the Trump administration had watered down the language of the warning, saying instead that the guidance was being issued about 'the risks of using PRC [People's Republic of China] advanced computing ICs, including specific Huawei Ascend chips' — doing away with the 'anywhere in the world' bit. However, this did not placate China and it asked the Trump administration to 'correct its mistakes'. Last week, the Trump administration warned about the usage of Huawei's Ascend chips, specifically the 910B, 910C, and 910D chips. It said that 'these chips were likely developed or produced in violation of US export controls'. As the United States and China are locked in a competition for geopolitical and technological dominance, the United States is concerned about Chinese advancement in semiconductor technology and artificial intelligence (AI) domains. To prevent China's rise in these domains, the United States has imposed strict export control rules that are intended to limit China's access to technology that is essential to make advances. However, China has often found workarounds. It has also ramped up indigenous research and development and has produced advanced chips despite US export control rules. STORY CONTINUES BELOW THIS AD
Yahoo
28-04-2025
- Business
- Yahoo
Huawei to Begin Mass Shipments of 910C AI Chip as China Seeks Nvidia Alternatives
Huawei Technologies is preparing to launch mass shipments of its 910C artificial intelligence chip to Chinese customers as early as May 2025, according to people familiar with the plans. Some shipments have already been completed, these sources said, Reuters said. Warning! GuruFocus has detected 3 Warning Signs with NVDA. The move comes as Chinese artificial intelligence companies scramble to secure domestic alternatives after the United States restricted access to Nvidia's (NVDA, Financials) latest chips. Washington recently informed Nvidia that sales of its H20 chips to China would require an export license, following earlier curbs that blocked the H100 chip's sale to Chinese buyers before its release in 2022. Huawei's 910C chip builds on its existing 910B model by combining two processors into a single unit through advanced integration, according to sources familiar with its design. While not viewed as a technological breakthrough, the new chip doubles computing power and memory compared to the earlier generation and includes enhancements for handling a wider range of artificial intelligence tasks. Consultancy firm Albright Stonebridge Group said Huawei's Ascend 910C is positioned to become a primary choice for Chinese developers building AI models and deploying inference capabilities following the latest U.S. restrictions. Huawei began offering 910C samples to select Chinese technology firms late last year and started accepting commercial orders soon after. Semiconductor Manufacturing International Corp. is reported to be producing some components of the 910C using its N+2 7-nanometer process technology. However, yield rates remain low, according to sources. Some of Huawei's chips are believed to incorporate semiconductors originally manufactured by Taiwan Semiconductor Manufacturing Company for China-based Sophgo, sources added. The U.S. Commerce Department is investigating TSMC's past dealings after chips made for Sophgo were found inside Huawei's 910B processors. TSMC said it complies with all regulatory requirements and has not supplied Huawei directly since September 2020. This article first appeared on GuruFocus.
Yahoo
28-04-2025
- Business
- Yahoo
Huawei to Begin Mass Shipments of 910C AI Chip as China Seeks Nvidia Alternatives
Huawei Technologies is preparing to launch mass shipments of its 910C artificial intelligence chip to Chinese customers as early as May 2025, according to people familiar with the plans. Some shipments have already been completed, these sources said, Reuters said. Warning! GuruFocus has detected 3 Warning Signs with NVDA. The move comes as Chinese artificial intelligence companies scramble to secure domestic alternatives after the United States restricted access to Nvidia's (NVDA, Financials) latest chips. Washington recently informed Nvidia that sales of its H20 chips to China would require an export license, following earlier curbs that blocked the H100 chip's sale to Chinese buyers before its release in 2022. Huawei's 910C chip builds on its existing 910B model by combining two processors into a single unit through advanced integration, according to sources familiar with its design. While not viewed as a technological breakthrough, the new chip doubles computing power and memory compared to the earlier generation and includes enhancements for handling a wider range of artificial intelligence tasks. Consultancy firm Albright Stonebridge Group said Huawei's Ascend 910C is positioned to become a primary choice for Chinese developers building AI models and deploying inference capabilities following the latest U.S. restrictions. Huawei began offering 910C samples to select Chinese technology firms late last year and started accepting commercial orders soon after. Semiconductor Manufacturing International Corp. is reported to be producing some components of the 910C using its N+2 7-nanometer process technology. However, yield rates remain low, according to sources. Some of Huawei's chips are believed to incorporate semiconductors originally manufactured by Taiwan Semiconductor Manufacturing Company for China-based Sophgo, sources added. The U.S. Commerce Department is investigating TSMC's past dealings after chips made for Sophgo were found inside Huawei's 910B processors. TSMC said it complies with all regulatory requirements and has not supplied Huawei directly since September 2020. This article first appeared on GuruFocus. Sign in to access your portfolio
Time of India
28-04-2025
- Business
- Time of India
Nvidia stock drops as Huawei unveils new AI chip amid US export ban; will Huawei's Ascend 910D AI chip outperform Nvidia's H100
Nvidia's shares fell 2% in Monday's early trading after a report said that Huawei would be launching a new, and advanced AI chip, as per Yahoo Finance. #Pahalgam Terrorist Attack India stares at a 'water bomb' threat as it freezes Indus Treaty India readies short, mid & long-term Indus River plans Shehbaz Sharif calls India's stand "worn-out narrative" Huawei's move comes after the US government banned Nvidia's chip sales to China amid the rising trade war between both nations. Huawei's New AI Chip According to a Wall Street Journal report, Huawei is creating a new AI chip named the Ascend 910D that it believes will surpass Nvidia's H100 chips in performance. The new chips are successors to Huawei's 910B and 910C chips and are currently in the early stages of development, as per the report. The firm has already contacted a few Chinese technology companies to test the chips, reported Wall Street Journal. 5 5 Next Stay Playback speed 1x Normal Back 0.25x 0.5x 1x Normal 1.5x 2x 5 5 / Skip Ads by by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villas For Sale in Dubai Might Surprise You Dubai villas | search ads Get Deals Delivery of Other Huawei Chips to China Huawei will also deliver more than 800,000 units of the previous 910B and 910C models to clients, including state-owned telecom operators and AI developers like ByteDance, the owner of TikTok, as per the report. Nvidia's Losses Due to US Export Ban The timing of the announcement could not be more unfortunate for Nvidia. The chipmaker had recently reported that it would suffer a $5.5 billion loss following the US export ban on its H20 AI chips, designed for the Chinese market, as per Yahoo Finance. The analysts at JPMorgan estimate that the ban has the potential to cut Nvidia's revenue by as much as $16 billion this year alone, according to the report. Live Events Nvidia's China business is a substantial portion of its revenue stream, DA Davidson analyst Gil Luria estimated that about 40% of Nvidia's revenue comes from China due to chip smuggling, reported Yahoo Finance. While, analysts at Bernstein had reported that China accounted for $17 billion, or 13%, of Nvidia's revenue in its fiscal year 2025, as per Yahoo Finance. Nvidia Stock Takes a Major Hit Nvidia stock has fallen more than 17% this year, as it suffered from investor scrutiny over AI spending from Big Tech giants and US president Donald Trump's trade war, according to the report. The US government said it has launched an investigation into Nvidia over the use of its AI chips in China, as per the report. FAQs Why did Nvidia's stock fall on Monday? Nvidia's stock fell by 2% after news broke that Huawei is developing a new AI chip, the Ascend 910D, which could surpass Nvidia's current top chip, the H100, as per Yahoo Finance. How will the US export ban affect Nvidia? The US export ban prevents Nvidia from selling its H20 AI chips to China, which is expected to cost the company $5.5 billion in losses, as per Yahoo Finance. Analysts predict the ban could reduce Nvidia's total revenue by up to $16 billion this year.
Yahoo
24-04-2025
- Business
- Yahoo
Analysts reboot AMD stock price targets ahead of earnings
Back in February, Lisa Su was feeling pretty good about the new year. "For 2025, we expect the demand environment to strengthen across all of our businesses, driving strong growth in our data center and client businesses and modest increases in our gaming and embedded businesses," Su, chairwoman and CEO of Advanced Micro Devices () , said during the fourth-quarter earnings call. 💵💰Don't miss the move: Subscribe to TheStreet's free daily newsletter 💰 "Against this backdrop, we believe we can deliver strong double-digit percentage revenue and EPS growth year over year," she told analysts. AMD beat Wall Street's expectations for sales and earnings in the quarter, but the stock fell after the Santa Clara, Calif., chipmaker's data-center segment missed shares are down nearly 29% since January and off 42% from a year ago. Shares of AMD and AI-chip heavy hitter Nvidia () slid recently after the companies warned that President Donald Trump's tariff plans could hurt semiconductor demand. Nvidia plans to take a $5.5 billion charge tied to China exports, while AMD expects a hit of as much as $800 million. AMD and Nvidia also lost ground on news that China's Huawei plans to begin mass shipments of an alternative to Nvidia's H20 processor, which the U.S. has barred from export to China. Huawei has already made some shipments of the new artificial intelligence chip, called the 910C, according to Reuters. Huawei's 910C, a graphics processing unit, represents an architectural evolution rather than a technological breakthrough, sources told Reuters. It achieves performance comparable to Nvidia's H100 chip by combining two 910B processors into a single package through advanced integration techniques, meaning it has double the computing power and memory capacity of the 910B. The 910C also has incremental improvements, including enhanced support for diverse AI workload data. Investment firms have issued research reports on AMD ahead of its earnings report, which is scheduled for May analysts slashed their AMD price target to $115 from $150, while maintaining an outperform rating on the shares. "While we see both puts and takes for Q2 (and all of 2025) we believe headwinds likely more than offset potential tailwinds," the investment firm said. "As such, we are moderating our outlook for AMD's results beyond Q1 as we reduce our expectations for both" computing and data-center GPU sales. Wedbush said AMD continued to take computing-market share in both PCs and servers. While AMD has outperformed in desktop, we see room for further notebook gains this year,' the firm said. 'China's seeming decision to tariff semiconductor products based on point of wafer origin could advantage AMD further in the compute market.' China has adjusted its tariff rules for semiconductor products, declaring that the origin of chips will be determined by the location of the wafer fabrication facility, not the design or packaging location. Chips that US companies manufacture in Taiwan or other non-US locations will be exempt from the 125% tariff China has imposed on US-origin goods. Wedbush says AMD remains best positioned as an Nvidia alternative. Barclays analyst Tom O'Malley lowered the investment firm's price target on AMD to $110 from $140 and affirmed an overweight rating on the shares. The firm updated semiconductor and semiconductor capital equipment models to reflect tariffs and the trade war ahead of Q1 earnings. The analyst reduced target multiples, citing China and consumer of America Securities pared its price target on AMD to $105 from $110 and reiterated a neutral rating on the shares. Following the effective shipment ban to China on April 15, the firm's new base-case assumptions for Nvidia and AMD now exclude sales of H20/MI308 products, which now require licenses to ship to China. For calendar 2026 B of A assumes a roughly 4% and 5% sales and EPS impact for Nvidia and roughly 3% and 4% sales and EPS impact for AMD, respectively. Bernstein reduced its price target on AMD to $95 from $125 and maintained a market perform rating. The firm is also adjusting estimates to incorporate PC changes and the recent China AI accelerator license requirements, as well as AMD's $4.9 billion acquisition of ZT Systems, which materially lowers its forward revenue and EPS forecasts. For AMD the AI story, already somewhat tenuous, is likely to take another material haircut on the back of new China sanctions and overall remains uncompetitive, Bernstein in to access your portfolio
