According Wccftech’s Vijay Rakesh, Mizuho Securities Analyst Vijay Rakesh predicted in a recently released report that Huawei Ascend AI Chips, including the Ascend 920a, 920b, and 920c, are expected reach 700,000 units of shipments by 2025. Production yield issues are still a major limiting factor. The report explains that Ascend’s 910c integrates older Ascend chips. It can deliver up to 800 TFLOP/s in FP16 mode, and has a memory bandwidth as high as 3.2 TB/s. The chip is compared to NVIDIA H100 GPU, and is currently mass-produced by SMIC. It is expected to be available in China very soon. The Ascend 910c’s yield rate is relatively low due to the 7nm process, which uses deep ultraviolet (DUV), lithography. Mizuho estimates that the yield is around 30% which limits shipment volumes. The US has already banned NVIDIA’s China specific H20 chips forcing the company further to reduce specifications and launch an downgraded version. The more powerful Ascend is now seen as being a much more attractive option on the Chinese market.[Wccftech]
