华为将在中国将其顶级人工智能芯片产量翻倍，而英伟达在中国的地位动摇

Huawei to Double Output of Top AIChip as Nvidia Wavers in China 华为将在中国将其顶级⼈⼯智能芯⽚产量翻倍，⽽英伟达在中国的地位动摇 Huawei Ascend branding.Photographer: Ying Tang/Getty Images 华为Ascend品牌。摄影：Ying Tang/Getty Images ByYuan Gao September 29, 2025 at 5:46 PM GMT+8 Huawei Technologies Co. is preparing to sharply rampup production of its most advanced artificialintelligence chips over the next year, aiming to wincustomers in the world’s biggest semiconductormarket. 华为技术有限公司正准备在未来⼀年⼤幅提升其最先进⼈⼯智能芯⽚的产量，⽬标是在全球最⼤的半导体市场赢得客户。 The Chinese company plans to make about 600,000of its marquee 910C Ascend chips next year, roughlydouble this year’s level, and raise output for its Ascendproduct line in 2026 to as many as 1.6 million dies. 这家中国公司计划明年⽣产约60万枚其旗舰的910CAscend芯⽚，⼤致是今年产量的两倍，并将在2026年将Ascend产品线的产出提⾼到多达160万枚芯⽚。 Huawei’s current AI chips lag Nvidia’s in single-chipperformance, but the company is exploring arevamped next-generation Ascend chip that could bepowerful enough to train AI algorithms for majorclients, not just operate them. 华为⽬前的AI芯⽚在单芯⽚性能上落后于Nvidia，但公司正在探索经过改进的下⼀代Ascend芯⽚，该芯⽚有望⾜够强⼤，不仅⽤于运⾏AI模型，还能为⼤型客户训练AI算法。 BPC > disable Dark Reader or enableJavaScript for site BPC >禁⽤Dark Reader或为该站点启⽤JavaScript Huawei Technologies Co.is preparing to sharply rampup production of its most advanced artificialintelligence chips over the next year, aiming to wincustomers in the world’s biggest semiconductor marketwhileNvidia Corp.struggles with geopoliticalheadwinds. 华为技术有限公司正准备在未来⼀年⼤幅提升其最先进⼈⼯智能芯⽚的产量，⽬标是在全球最⼤的半导体市场赢得客户，同时Nvidia Corp.在地缘政治逆风中苦苦挣扎。 The Chinese company plans to make about 600,000 ofits marquee 910C Ascend chips next year, roughlydouble this year’s level, people familiar with the mattersaid, asking for anonymity to discuss privateinformation. Huawei had struggled to get thoseproducts out the door for much of 2025 because of USsanctions. Overall, the Shenzhen-based company willraise output for its Ascend product line in 2026 to asmany as 1.6 million dies, the people said, describingthe basic silicon components that house chip circuitry. 熟悉此事的⼈⼠表⽰，这家中国公司计划明年⽣产约60万枚其旗舰910C Ascend芯⽚，约为今年产量的两倍。要求匿名以讨论私⼈信息的这些⼈⼠称，由于美国制裁，华为在2025年⼤部分时间⾥都难以将这些产品推向市场。总体⽽⾔，这些⼈⼠表⽰，总部位于深圳的公司将在2026年将其Ascend产品线的产出提⾼到多达160万枚晶⽚（dies），这⾥指的是容纳芯⽚电路的基本硅基组件。 If Huawei can hit those targets, it would represent atechnical breakthrough for a company regarded asChina’s best hope of weaning itself off the foreign chipsthat power the world’s No. 2 economy. It suggestsHuawei and main partnerSemiconductorManufacturing International Corp.have found a way torelieve some of the bottlenecks that’ve hindered notjust its AI business, but also Beijing’s self-relianceobjectives. The projections for 2025 and 2026 includedies that Huawei has in inventory, as well as internalestimates of yields or the rate offailureduringproduction, the people said. 如果华为能够实现这些⽬标，这将代表该公司在技术上的⼀次突破，华为被视为中国摆脱为世界第⼆⼤经济体提供动⼒的外国芯⽚依赖的最佳希望。这表明华为及其主要合作伙伴中芯国际已找到缓解⼀些瓶颈的⽅法，这些瓶颈不仅阻碍了其⼈⼯智能业务，也影响了北京的⾃给⾃⾜⽬标。这些对2025年和2026年的预测包括华为库存中的晶⽚，以及公司对良率或⽣产过程中失效率的内部估算，这些⼈⼠称。 Read More:Huawei Plans Three-Year Campaign toOvertake Nvidia in AI Chips 阅读全⽂：华为计划三年⾏动以在AI芯⽚领域超越Nvidia Chinese companies fromAlibaba Group Holding Ltd.toDeepSeekneed millions of AI chips to develop and operate AI services. Nvidia alone wasestimatedto havesold a million H20 chips in 2024. 从阿⾥巴巴集团到DeepSeek的中国公司都需要数百万颗AI芯⽚来开发和运⾏AI服务。仅Nvidia⼀家公司据估计在2024年就售出了100万颗H20芯⽚。 In September, Huawei took the unusual step of publiclyunveiling its three-year vision for eroding Nvidia’sdominance. That was a break in tradition for thecompany, which has thus far preferred to keep its plansand capabilitiessecret. Rotating Chairman Eric Xuintroducedan array of Ascend chips — the 950, 960and 970 — slated for rollout in phases up till 2028.They’re the natural evolution of the years-old 910series, which remains Huawei’s cash cow for now, thepeople said. Company representatives didn’t respondto an email seeking comment for this article. 今年9⽉，华为罕见地公开披露了其未来三年削弱Nvidia主导地位的愿景。这对该公司来说打破了惯例，迄今为⽌华为更倾向于对其计划和能⼒保密。轮值董事长徐直军推出了⼀系列Ascend芯⽚——950、960和970——计划分阶段在2028年前推出。消息⼈⼠称，它们是多年历史的910系列的⾃然演进，⽬前910系列仍是华为的现⾦⽜。公司代表未就本⽂求证的邮件作出回应。 Huawei’s Envisioned AI Chip Volumes华为设想的AI芯⽚产量 Huawei leads a wave of Chinese chip firms racing todevelop accelerators while Nvidia remains mostly shutout of the market by government controls. Beijing hasblocked or discouraged Chinese use because of security concerns. 华为引领着⼀波中国芯⽚公司竞相开发加速器的浪潮，⽽由于政府管控，Nvidia在该市场基本被排除在外。出于安全考虑，北京已阻⽌或不⿎励在中国使⽤Nvidia产品。 Nvidia co-founderJensen Huanghas sought to reassurethe Chinese of his products’ safety, but it’s not clearwhen — or if — that will happen. The company said onits most recent earnings call it didn’t record any sales ofthe H20 — a model tailored for China — in the lastquarter. 英伟达联合创始⼈黄仁勋曾试图向中国⽅⾯保证其产品的安全性，但何时——或是否——能实现尚不明朗。公司在最近⼀次财报电话会议上表⽰，上⼀季度并未记录任何针对中国市场定制的H20型号的销售记录。 While there have been reports that Chinese companiesare trying totripletheir overall semiconductorproduction next year, that target is unrealistic