Map / AI chips and networking
Huawei (Ascend)
China's main AI chip supplier; about 1.5M Ascend chips expected in 2026.
Chokepoints it holds
Depends on
- SMIC: Ascend 950 chips. SMIC's N+3 process makes the Ascend 950 dies; Huawei plans about 1.5M AI chips in 2026. Traders Agency, 2026-09-17
- CXMT: Domestic HBM. Only about 240k of 1.5M Ascend chips use domestic HBM. Traders Agency, 2026-09-17
Supplies
- DeepSeek: Ascend 950DT chips (planned). Plans at least 160,000 chips for an Inner Mongolia cluster to serve models. TechNode, 2026-09-07
Data as of 2026-10-01. Cite as: Ye, Mike. "Huawei (Ascend)" (huawei). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/huawei/. How to cite.