War is exacerbated: China invented a new Shi-chip despite the US prohibitions

This step followed by the US Government's decision to ban NVIDIA to sell its chips to H20 to Chinese firms without an export license. Sources familiar with the situation report that Huawei has already made several initial 910C supplies, positioning itself as a key domestic alternative against the background of increased US sanctions. Chip 910C is created on the basis of an existing Ascend 910B processor from Huawei, but with a significant architectural update.

By combining two 910b processors with the use of advanced integration methods, the company managed to double the computing capacity and the amount of memory of the device. It reaches a productivity that can be compared to NVIDIA H100 chip. In addition to its pure power, 910C has received improved support for a wide range of work loads.

Although 910C is not a breakthrough on the scale of completely new architectures, it offers sufficient productivity to satisfy Chinese companies that require reliable high -performance equipment for learning and withdrawal tasks. The shift occurs at a crucial moment. In early April, the Trump administration reported NVIDIA that the H20 - Chinese version of H100 - will now require an export license that actually prohibits its sale.

This is followed by the 2022 ban on H100 itself and similar restrictions imposed on AMD Mi308 chips. These growing trading barriers opened doors for Chinese companies, such as Huawei, Moore Threads and Iluvatar Corex, to enter the market for a long time NVIDIA dominated. Huawei began spreading 910C samples at the end of 2024 and quietly began to accept orders.

According to sources, interest from the Chinese artificial intelligence sector has increased sharply after the H20 restrictions were announced. 910C from Huawei is partially produced by the largest SMIC foundry in China using its 7nm N+2 process. However, one source noted Investor's Business Daily that "SMIC is still difficult to achieve the desired performance", which casts doubt on its ability to meet the growing demand.

Despite these obstacles, Huawei apparently relies on a wider network of partners, and some of the 910C chips are reported to include TSMC semiconductors for Chinese Sophgo. The stock market reaction was fast. NVIDIA stocks fell 5. 5%after news, while AMD fell by more than 3%and BroadCom has been 4%. The pressure on American chip manufacturers is increasing as investors are worried about the loss of long -term access to the Chinese market for AI equipment.

For example, NVIDIA expects to write off up to $ 5. 5 billion associated with its inventory in China. Huawei plans to release even more advanced chip Shi - Ascend 920 - at the end of this year. According to Tom's Hardware, it will be responsible for the productivity of the now limited H20, which will potentially consolidate the company's leadership in the AI ​​sector in China, which is developing rapidly. Earlier, we wrote that in China again created a new flagship chip.