Huawei is set to begin mass shipments of its new 910C artificial intelligence chip to Chinese customers as early as May 2025, according to sources. This development comes as Chinese AI companies seek alternatives to Nvidia’s products, particularly after the U.S. imposed export restrictions on Nvidia’s H20 chip. The 910C, which combines two 910B processors, offers performance comparable to Nvidia’s H100 chip, effectively doubling its computing power and memory capacity. The chip is expected to become the primary choice for Chinese AI model developers due to the recent export curbs on Nvidia’s advanced products.
Huawei has already distributed samples of the 910C and is accepting orders from technology firms. Some components of the 910C are reportedly manufactured by China’s SMIC using a 7nm process, though yield rates are low. Additionally, certain semiconductors may have been produced by TSMC for China-based Sophgo, raising regulatory scrutiny. Despite this, Huawei insists it has not used TSMC-made chips. The U.S. government’s actions have opened the market for Huawei and other Chinese GPU startups to compete with Nvidia, further solidifying the 910C’s role in China’s AI landscape.
