Global Scans · Huawei · Weekly Summary

• [New] Chinese chip industry leader Huawei will reportedly double output of its top Ascend 910 C chip in 2026.
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• Huawei laid out a four-part roadmap to accelerate industry growth during a keynote at MWC in Shanghai, suggesting livestreamers represent a lucrative user segment, growing from 10 million in 2022 to 130 million in 2030. RCR Wireless News
• The U.S. remains cautious, understanding that while Huawei may be restricted today, China's rapid advancements mean that the balance of power in technology could shift in the near future. Influencer Magazine UK
• Huawei plans to roll out new variants of its AI chip at a rapid pace. / China Semiconductor Engineering
• If the likes of Tencent Cloud do the patriotic thing and deploy Huawei's clusters outside China, accelerators from Huawei and other Middle Kingdom firms will become available to organizations around the world and create competition for US chipmakers. The Register
• Samsung, Apple, Google, and Chinese firms like Huawei and Xiaomi are at the forefront, with Samsung expected to lead in volume and Apple in premium segments. Best Business Magazines for CEOs, Entrepreneurs, Senior
• US-China chip rivalry: Stricter AI chip export controls, Taiwan adds Huawei and SMIC to restricted list - but illicit smuggling threatens efficacy - > The chip war is escalating, but enforcement gaps undermine effectiveness-expect more covert tech transfers and retaliatory restrictions. The Strategy Stack
• Huawei will begin mass shipments of its Ascend 910 C AI chip to Chinese customers as early as May. Unite.AI

Last updated: 02 November 2025