Huawei has a new AI accelerator in its range, the Ascend 910B. The Chinese chip contract manufacturer SMIC apparently produces it using 7-nanometer technology. However, Huawei itself has not officially unveiled it. TSMC manufactured the previous Ascend 910 for Huawei, but the chip contract manufacturer is no longer allowed to produce for Huawei due to trade restrictions. The global market leader for AI accelerators is Nvidia with its H100. AMD is now trying to catch up with the MI300X and MI300A. In order to compete with these products from a speed perspective, Huawei must have significantly accelerated the Ascend 910B compared to the previous 910. Is China slowly on Chips production ?
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