Global Scans · Huawei · Weekly Summary

• [New] For China, it forces an accelerated bet on Huawei, Cambricon and younger local players, with the risk that its domestic clusters fall further behind the West in absolute performance even as it gains sovereignty. Guide to AI
• While Huawei continues to face software-hardware integration challenges, experts highlight that advancements in AI model training could weaken reliance on Nvidia's ecosystem, positioning Huawei as a stronger competitor in the global AI and semiconductor industries. DIGITIMES Inc.
• In the future, Huawei plans to boost its investment in tech innovation, integrate AI in scenario solutions, advance healthcare intelligence, and support universal access to healthcare. Big News Network.com
• Vendors like Ciena, Cisco, Ericsson, Huawei, Nokia, and Samsung can expect spending levels not seen since the fiber optic boom of the late 1990s. Fierce Network
• Malaysia will keep a neutral, inclusive approach to ensure data centers and industry obtain controlled, competitive, secure access to NVIDIA and Huawei Ascend chips while safeguarding data sovereignty. The Asia Cable
• Chinese chip industry leader Huawei will reportedly double output of its top Ascend 910 C chip in 2026.
• Reported Huawei AI chip has made a major breakthrough, Ascend 910 C processor yield increased to 40%, achieve profitability, plans to further increase to 60% to reach the industry standard. AdWeb
• Huawei will likely aim for a hybrid strategy - strengthening its position in China while gradually expanding to regions where 5G infrastructure is rapidly developing. Medium
• In Southeast Asia, Malaysia's U Mobile teamed with Huawei to launch a 5.5G innovation lab, and Thailand and Indonesia are expanding their 5G coverage in urban centers while eyeing 2026 timelines for 6G trials. Bez Kabli
• China Mobile Henan plans to continue collaborating with industry partners like Huawei to innovate DC-based services, enhance the New Calling service experience. PR Newswire UK
• Micron will continue selling chips to China's Lenovo and one other Chinese customer (Huawei?) that have data center businesses outside China. Blocks and Files
• In 2025, Huawei is expected to ship over 800,000 chips from its Ascend 910 B and 910 C lines to buyers like China's state-run telecom carriers and private firms, including ByteDance, the parent company of TikTok. Cryptopolitan
• If Huawei achieves its goal of 100 million 5G - A devices, it will not just be a company milestone - it could trigger a major shift in the entire smartphone industry. Medium
• Huawei Technologies Co., Ltd., despite geopolitical pressures, is making substantial strides with its Ascend series AI chips, planning to double the annual output of its Ascend 910 C by 2026 and introducing new chips through 2028. The Daily Press
• There are homegrown chip-maker alternatives, such as Huawei, which recently announced plans to step up its production of advanced AI chips to 1.6 million in 2026 - up from one million in 2025. TrustNet
• U.S. capability and innovation ensures standards reflect U.S. democratic principles, preventing Chinese telecommunication companies such as Huawei and ZTE from globally deploying their platforms at scale and mitigating the risk of the Chinese Communist Party utilizing them for surveillance. Special Competitive Studies Project

Last updated: 07 December 2025