Huawei to begin supply of 910C AI chip vs Nvidia’s H20 chip

Huawei plans to begin mass shipments of its 910C artificial intelligence chip to Chinese customers as early as next month, with some shipments already underway, Reuters news report said.

Huawei Harmony OS

The move comes as Chinese AI firms urgently seek domestic alternatives to Nvidia’s H20 chip, which now requires a U.S. export license.

Huawei’s 910C GPU builds on the 910B by integrating two chips into one package, doubling its computing power and memory capacity with improved support for diverse AI workloads.

Although not a groundbreaking technological leap, the 910C’s design offers performance on par with Nvidia’s H100 chip, which has been banned from sale in China since 2022.

Huawei has not publicly confirmed shipment plans, calling the reports speculative.

U.S. export restrictions on Nvidia’s advanced AI chips, including the newly restricted H20, have accelerated the rise of Chinese alternatives like Huawei, Moore Threads, and Iluvatar CoreX.

Analysts expect the 910C to become the go-to hardware for Chinese AI developers due to the latest U.S. export curbs.

Huawei began distributing 910C samples to tech firms late last year and started taking orders.

While SMIC is producing key components using 7nm process tech, it faces low chip yield rates.

Some 910C units reportedly include semiconductors manufactured by TSMC for China-based Sophgo, though Huawei denies using these chips.

The U.S. Commerce Department is investigating TSMC’s involvement after TSMC-made chips were found in a previous Huawei 910B processor.

TSMC claims it has not supplied Huawei since mid-September 2020 and affirms compliance with all export regulations.

TelecomLead.com News Desk

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