The one to get its new chip for AI with the Nvidia market in China

Until just a few months ago Nvidia monopolized some more than 90% of the Chinese chip market for artificial intelligence (AI), but after the entry into force of the last US sanctions package its leadership with all probability is being committed. The Chinese government is allocating a lot of resources to the development of Your own lithography teamswhich are those used to manufacture integrated circuits, and also to the tuning of their own Vanguard chips for artificial intelligence.

As we told you last week, the US Department of Commerce It has imposed restrictions to the export to China of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia. The company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied.

Huawei’s Ascend 920 GPU is ready to occupy the hole left by the H20 chip

Some of the Chinese companies that have bought large amounts from the H20 Chip to NVIDIA and who presumably planned to continue doing them are Tencent, Alibaba or Bytedonce. The interesting thing is that this situation puts Huawei in a tray the opportunity to increase its market share in its own market taking advantage of the fact that US government prohibitions are weakening Nvidia’s position. However, this Chinese company is doing very well in this market because invoices annually about 7,000 million dollars Only in China.

Huawei has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcome performance of the chips A100 and H100 of Nvidia. According to some analystslike those of the Chinese company Ifly Tek, the gross power of its GPU equals that of the Nvidia chips, but they are still one step behind if we stick to its performance in a real -use scenario.

In any case, Huawei was prepared to react to the regulation that prevents Nvidia from delivering its most successful GPU (in China) to its Chinese clients. And it is that only one day after the US Department of Commerce formalized its latest sanctions He has presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave.

The GPU Ascend 920 will begin to be manufactured on a large scale during the second half of 2025 using 6 Nm integration technology that presumably have developed side with huawei elbow and SMIC. The characteristics of this lithographic node have not yet been officially confirmed, but it will probably use the technique known as Multiple patterningwhich is the same one that SMIC is using 7 Nm chips. In addition, the GPU Ascend 920 will reach a 4 TB/s transfer speed for the memory subsystem thanks to the use of HBM3 chips.

Image | Huawei

More information | Digitimes Asia

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