Latest news with #910D
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First Post
15-05-2025
- Business
- First Post
Trump's new salvo at China: Using Huawei's chips 'anywhere in the world' violates US export controls
US has warned that any company using Huawei-made artificial intelligence chips anywhere in the world could attract criminal penalties for potentially violating US export controls read more US President Donald Trump's administration has warned that any company using Huawei-made artificial intelligence chips anywhere in the world could attract criminal penalties for potentially violating US export controls. The directive from the US Commerce Department is supported by the notion that Huawei chips, especially Ascend 910B, 910C and 910D, are made using US technology. The department's Bureau of Industry and Security clarified Tuesday (May 13) that the new measure was part of the administration's more stringent approach to foreign AI chips. It is to be noted that the bureau has not issued any rule but has merely widened the interpretation of US export controls. STORY CONTINUES BELOW THIS AD 'The guidance is not a new control, but rather a public confirmation of an interpretation that even the mere use anywhere by anyone of a Huawei-designed advanced computing [integrated circuit] would violate export control rules,' Kevin Wolf, a veteran export control lawyer at Akin Gump, was quoted as saying by Financial Times. Which Huawei chips are targeted by US? According to the Trump administration, Huawei Ascend chips — the 910B, 910C and 910D — are subject to the guidelines. It maintains that these chips have been 'designed with certain US software or technology or produced with semiconductor manufacturing equipment that is the direct produce of certain US-origin software or technology, or both'. The punitive measure against the Chinese chip giant comes as policymakers in Washington have been left stunned by the pace Huawei developed these chips and started delivering advanced AI chip 'clusters' to clients in China. Threat to Nvidia Huawei claims its advanced AI chip cluster outperforms the comparable product made by US rival Nvidia. The Chinese system is made up of a large number of 910C chips. While these chips may not be able to match the performance of Nvidia chips individually, Huawei claims the chip cluster may offer superior performance collectively. US alarmed There is increasing concern in the US that China's leading AI company might soon sell AI processors in China and abroad, competing with products from Nvidia and other American companies. Last month, Nvidia's CEO Jensen Huang described Huawei as 'one of the most formidable technology companies in the world' and mentioned that US policies should support his company in competing globally. The announcement coincided with Trump's visit to Saudi Arabi a, where he revealed several deals, including a promise by the kingdom's new state-owned AI company, Humain, to build AI infrastructure using hundreds of thousands of Nvidia chips.
Yahoo
04-05-2025
- Business
- Yahoo
Did Huawei Just Say "Checkmate" to Nvidia?
The Wall Street Journal reported Huawei is working on a chip to rival Nvidia's H100 Hopper model. Export restrictions have made it very difficult for Nvidia to sell its chips to companies in China. Can Huawei seize on this opportunity? Privately held Chinese tech conglomerate Huawei is reportedly building a new chip to rival Nvidia (NASDAQ: NVDA), which has long been considered the world's dominant artificial intelligence (AI) chipmaker. However, export regulations dating back to 2022 have gradually curbed Nvidia's ability to sell its products to Chinese companies. Recently, the Trump administration informed Nvidia that it would need an export license to continue sending the chips it had been selling to China, effectively introducing another big road block for Nvidia in the Chinese market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia will take a big charge in the quarter due to the license requirements and, in the near term, doing business in China is going to be a significant challenge, potentially presenting an opportunity for a domestic Chinese company to fill the void. Did Huawei just say "checkmate" to Nvidia? The Wall Street Journal reported that Huawei is working on a product called the 910D chip, which the company is still testing. Huawei is supposedly preparing to send the chips out to several Chinese companies later this month. The chip is intended to rival Nvidia's H100 Hopper chip, which is not the most advanced Nvidia chip, but certainly one of the more recent iterations. Hopper offers features such as faster AI training, real-time deep learning inference, high-performance computing, and accelerated data analytics. Due to export restrictions that began during the Biden administration and continued to escalate in the Trump administration, Nvidia built a modified H100 chip called H20, which was less powerful than the H100 chips and specifically built to comply with export restrictions so it could be sold in China. Both the current and recent administrations have been concerned about how China might use the AI chips. But despite efforts to stymie China's AI capabilities, the Chinese company DeepSeek developed a chatbot with similar capabilities to OpenAI's ChatGPT, supposedly using Nvidia's H800 chips. The H800 chips were one of the earlier chips Nvidia created to comply with some of the first Chinese export restrictions before those got banned due to new export restrictions. The H800 has more computing power than the H20, but less than the H100. So, if Huawei's 910D can truly rival Nvidia's H100 chip, that would give Chinese companies access to more powerful chips than they have been buying from Nvidia in recent years. Right now, it doesn't seem like Huawei can compete with Nvidia's offerings. That doesn't mean Chinese AI companies like DeepSeek won't find ways to innovate with less, but Huawei's 910D chips will be hard-pressed to compete with the H100. The Journal reported that the 910D chips use more power and are less efficient than the H100 chips. Richard Windsor, the founder of the research firm Radio Free Mobile, said in a research note that Huawei's chips are likely to stay limited in size to 7 nanometers. The trend in chips is to go smaller because smaller chips use less power, have better performance, and can pack more transistors onto a smaller surface area, typically leading to more processing power. Nvidia's H100 chip is only 4 nanometers. "The net result is that I don't think that Huawei is going to be competing directly with Nvidia, and so concerns over substantial market-share loss are overblown, in my opinion," Windsor wrote. Finally, the H100 is now considered an old model for Nvidia. The company already released its next-generation Blackwell chips, reporting overwhelming demand for the product earlier this year. Additionally, Nvidia is already planning to release new chip models in 2026 and 2028. So, I don't think Huawei's new chip is checkmate for Nvidia. However, Huawei will have increased opportunities in China as long as these export restrictions stay in place, and China is a huge market for any tech or AI company. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $282,457!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,288!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $610,327!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of April 28, 2025 Bram Berkowitz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Did Huawei Just Say "Checkmate" to Nvidia? was originally published by The Motley Fool Sign in to access your portfolio
Time of India
29-04-2025
- Business
- Time of India
Chinese company designated as 'National Security Threat' in the US takes on Nvidia with AI chip
Chinese manufacturer Huawei was labeled as a 'national security threat' by the US in 2020. Now, according to a report by WSJ, Huawei is now developing a new and powerful artificial intelligence processor which will compete with some of the high-end AI chips produced by American chip manufacturer Nvidia. Tired of too many ads? go ad free now The report also adds that Huawei is preparing to test the latest series chip, the 910D. Huawei aims for its latest processor, the Ascend 910D , to match the performance of Nvidia's widely acclaimed H100 AI training chip, launched in 2022. The company has reportedly engaged several Chinese tech firms to assess the processor's capabilities, with initial samples anticipated by late May. Huawei to give competition to Nvidia This development underscores the resilience of China's semiconductor industry despite ongoing efforts by the U.S. government to impede its progress through trade restrictions and limitations on access to Western chip-making technology. Huawei, despite being on a U.S. trade blacklist for nearly six years, has emerged as a key player in China's push for self-sufficiency in critical technology sectors. The company previously demonstrated its ability to overcome some U.S. sanctions with the release of its advanced Mate 60 smartphone in 2023, powered by a domestically produced processor. The report also mentions that the Huawei Ascend 910D uses some advanced packaging technologies which integrate multiple silicon dies resulting in a faster and better performance. Huawei aims that its new chip will surpass the H100 chipset from Nvidia in terms of power. The report also adds that the Huawei 910D is more power-intensive and energy efficient as compared to Nvidia. The move comes at a time when the US continues to tighten restrictions on semiconductor exports to China. Tired of too many ads? go ad free now Earlier this month, Nvidia's H20 chip, the most advanced processor the company could sell in China without a license, was added to the list of restricted semiconductors. This creates an opportunity for Chinese rivals like Huawei and Cambricon Technologies to gain ground in the domestic market. Huawei on track with Ascend chipset manufacturing Despite facing manufacturing hurdles and being cut off from key global suppliers like Taiwan Semiconductor Manufacturing Company (TSMC) for advanced chip production, Huawei is reportedly on track to ship over 800,000 of its earlier Ascend 910B and 910C chips this year to major customers, including state-owned telecommunications companies and AI developers like ByteDance (TikTok's parent company). Sources also indicate increased interest in Huawei's 910C chips following recent US restrictions on Nvidia's H20. While previous Huawei AI chips , including the 910C which was marketed as comparable to the H100, have reportedly fallen short of Nvidia's performance in real-world testing, the development of the 910D signifies China's continued determination to close the gap in the crucial AI chip sector. Analysts suggest that while Chinese AI chips may currently lag behind Nvidia's top-tier offerings in individual performance and power efficiency, the ability to deploy them in large clusters could provide a competitive edge within China's domestic market, especially given Beijing's push for local AI developers to prioritize domestic chip procurement. Here's why was Huawei labeled as national security threat in the US Huawei was banned in the US primarily due to national security concerns. The US government alleged that Huawei's close ties to the Chinese government and military posed risks, including potential espionage and unauthorised data access. These concerns were heightened by Huawei's role in developing telecommunications infrastructure, such as 5G networks, which could be exploited for surveillance. Additionally, Huawei faced accusations of violating US sanctions by conducting business with Iran and engaging in intellectual property theft. In 2019, the US placed Huawei on its "Entity List," restricting American companies from doing business with Huawei without government approval. In 2020, FCC also affirmed the designation of Huawei as a national security threat. In an order passed on June 30, 2020, FCC designated Huawei as well as its parents, affiliates, and subsidiaries, as posing a national security threat to the safety of communications networks and the communications supply chain. In the June order, the Commission's Public Safety and Homeland Security Bureau formally designated Huawei as a covered company for purposes of the agency's November 2019 ban on the use of support from the Commission's Universal Service Fund to purchase equipment or services from companies posing a national security threat.
Yahoo
28-04-2025
- Business
- Yahoo
Nvidia stock falls as China's Huawei reportedly readies AI chip after Trump's export ban
Nvidia (NVDA) stock fell as much as 2% in early trading Monday following a report that Chinese tech giant Huawei is readying a new advanced AI chip in the wake of President Trump's export ban on Nvidia chips to China. The Wall Street Journal reported Monday, citing unnamed sources, that Huawei has approached some Chinese tech companies about testing a new AI chip called the Ascend 910D, which it hopes will be more powerful than than Nvidia's H100 AI chips. The 910D chips are successors to Huawei's 910B and 910C chips and are still in an early stage of development. The Journal also said that Huawei is set to ship more than 800,000 Ascend 910B and 910C chips to customers including state-owned telecommunications carriers and AI developers including TikTok parent ByteDance. Nvidia stock spiraled after the chipmaker disclosed in a regulatory filing this month that the US government had effectively banned exports of its H20 chips made specifically for the Chinese market to comply with ever-tightening US trade rules. The company said it would record a $5.5 billion loss from the change in policy, with JPMorgan analysts estimating the ban would shave up to $16 billion off of Nvidia's revenue this year. China accounted for $17 billion, or 13%, of Nvidia's revenue in its fiscal year 2025, Bernstein noted earlier this month. DA Davidson analyst Gil Luria estimates that share could be higher, telling Yahoo Finance in an email that as much as 40% of Nvidia's revenue comes from China due to chip smuggling. Nvidia shares dropped last week after Reuters reported that Huawei's 910C chips are set to begin shipping as soon as May and are reportedly competitive with Nvidia's H100 chips. Those Nvidia chips were banned from sale to China in 2022 and are two iterations behind Nvidia's latest Blackwell chips. Nvidia shares are down more than 17% in 2025, as the leading AI chip stock has suffered from investor scrutiny over AI spending from Big Tech giants and Trump's trade war. Earlier this month, the US government said it is probing Nvidia over use of its AI chips in China. Meanwhile, CEO Jensen Huang visited China and met with trade officials, and the company is simultaneously looking to expand its domestic manufacturing footprint, pledging $500 billion to the US AI supply chain buildout. Laura Bratton is a reporter for Yahoo Finance. Follow her on Bluesky @ Email her at Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Nvidia stock falls as China's Huawei reportedly readies AI chip after Trump's export ban
Nvidia (NVDA) stock fell as much as 2% in early trading Monday following a report that Chinese tech giant Huawei is readying another advanced AI chip in the wake of President Trump's export ban on Nvidia chips to China. The Wall Street Journal reported Monday, citing unnamed sources, that Huawei has approached some Chinese tech companies about testing a new AI chip called the Ascend 910D, which it hopes will be more powerful than than Nvidia's H100 AI chips. The 910D chips are successors to Huawei's 910B and 910C chips and are still in an early stage of development. The Journal also said that Huawei is set to ship more than 800,000 Ascend 910B and 910C chips to customers including state-owned telecommunications carriers and AI developers including TikTok parent ByteDance. Nvidia stock spiraled after the chipmaker disclosed in a regulatory filing this month that the US government had effectively banned exports of its H20 chips made specifically for the Chinese market to comply with ever-tightening US trade rules. The company said it would record a $5.5 billion loss from the change in policy, with JPMorgan analysts estimating the ban would shave up to $16 billion off of Nvidia's revenue this year. China accounted for $17 billion, or 13%, of Nvidia's revenue in its fiscal year 2025, Bernstein noted earlier this month. DA Davidson analyst Gil Luria estimates that share could be higher, telling Yahoo Finance in an email that as much as 40% of Nvidia's revenue comes from China due to chip smuggling. Nvidia shares dropped last week after Reuters reported that Huawei's 910C chips are set to begin shipping as soon as May and are reportedly competitive with Nvidia's H100 chips. Those Nvidia chips were banned from sale to China in 2022 and are two iterations behind Nvidia's latest Blackwell chips. Nvidia shares are down more than 17% in 2025, as the leading AI chip stock has suffered from investor scrutiny over AI spending from Big Tech giants and Trump's trade war. Earlier this month, the US government said it is probing Nvidia over use of its AI chips in China. Meanwhile, CEO Jensen Huang visited China and met with trade officials, and the company is simultaneously looking to expand its domestic manufacturing footprint, pledging $500 billion to the US AI supply chain buildout. Laura Bratton is a reporter for Yahoo Finance. Follow her on Bluesky @ Email her at
