Huawei

Nvidia’s China AI chip share set to plunge as Huawei gains ground

Jensen Huang's warning about the consequences of losing China's AI market to domestic hardware is drawing renewed attention as fresh data shows American chipmakers rapidly losing ground in the world's second-largest AI economy.

Huawei warns rising memory costs may force smartphone price hikes

Richard Yu, Chairman of Huawei's Consumer Business Unit, warned on August 5 that surging memory chip prices could force widespread smartphone price increases across the industry. Speaking at Huawei's August 2026 New Product Launch Event, Yu said that continuing to…

Huawei targets 2027 glass substrate production for AI chips

Huawei is working through its domestic supply chain to begin mass production of semiconductor glass substrates by 2027, a move that could position the Chinese tech giant as a more competitive player in the global AI chip race, according to…

Alibaba, Huawei back China’s largest open AI model

Alibaba Group and Huawei announced on July 27 that their AI server platforms now support Moonshot AI's Kimi K3, the world's largest open-weight AI model, just hours after the Beijing-based startup released the full model weights to the public. The…

Xi confidant leads coercive push for homegrown AI chips

Last summer, Huawei Technologies held a closed-door briefing for China's technology chief, Vice Premier Ding Xuexiang, to present its latest artificial intelligence chips and lay out a plan for rivaling Nvidia — claiming China could become self-sufficient in some critical…

China’s CXMT charges Huawei premium prices as AI demand surges

Chinese memory chipmakers ChangXin Memory Technologies and Yangtze Memory Technologies Corp have flipped the script on the global semiconductor market, charging higher prices than established rivals Samsung Electronics and SK Hynix in certain product categories as surging artificial intelligence demand…

DeepSeek founder says Nvidia’s CUDA moat is ‘rapidly disintegrating’

In a leaked transcript from a nearly four-hour investor meeting, DeepSeek founder Liang Wenfeng declared that Nvidia's CUDA ecosystem monopoly is "rapidly disintegrating" and that China's AI chip industry faces a "historic opportunity" to replace foreign hardware, according to the…

Removing Huawei gear from EU networks could cost up to $46B, industry report says

Stripping equipment from Huawei and ZTE out of European telecom networks would cost operators between €30 billion and €40 billion, according to a report published Wednesday by GSMA Intelligence — a figure roughly three times higher than the European Commission's…

Xi calls AI a ‘symphony,’ not a ‘solo’ at Shanghai conference

Chinese President Xi Jinping made his first-ever appearance at the World Artificial Intelligence Conference in Shanghai on Thursday, delivering a keynote address that called for international AI cooperation and warned against any single country dominating the technology.

Huawei’s clean energy unit tops $11B in revenue

Huawei Technologies has built a clean energy business generating more than $11 billion in annual revenue, positioning the Chinese telecom giant as an increasingly important player in the global energy transition even as it faces restrictions in Western markets.

Huawei launches 5G flagships globally for first time since US sanctions

Huawei unveiled the Pura 90s Pro and Pura 90s Pro Max at a global launch event in Kuala Lumpur on Tuesday, marking the Chinese tech giant's return to the international 5G smartphone arena after years of US sanctions restricted its…

Apple climbs to second in China’s smartphone market

Apple climbed to second place in China's smartphone market during the second quarter of 2026, with shipments growing 25% year-over-year, according to data released by IDC on Tuesday. Huawei retained the top spot with nearly 20% shipment growth, as the…

Huawei builds DRAM fab amid worst memory shortage in years

Huawei is reportedly partnering with the Chinese government and Shenzhen-based chipmaker Swaysure to construct a 12-inch wafer fabrication plant dedicated to DRAM memory production, as the company moves to secure its own memory supply amid an intensifying global shortage driven…

Nvidia loses $1T in value as China shifts to local chips

Nvidia shares fell on Monday after a Bloomberg Intelligence survey revealed that Chinese technology companies plan to allocate 46% of their artificial intelligence accelerator budgets to domestic chips over the next 12 months, up from 30% currently. The findings underscore…

Huawei to debut Atlas 950 AI supernode in China at Shanghai conference

Huawei will showcase its Atlas 950 SuperPoD — described as the industry's largest AI computing super node — at the 2026 World Artificial Intelligence Conference in Shanghai, scheduled to run from July 17 to 20.

Chinese firms plan to shift 46% of AI chip budgets to domestic makers

Chinese companies plan to allocate 46% of their AI accelerator budgets to domestic chipmakers over the next 12 months, up from 30% today, according to a Bloomberg Intelligence survey published on Tuesday, marking a sharp acceleration in Beijing's drive to…

Huawei’s Mate 90 enters chip testing ahead of fall launch

Huawei is preparing to launch its Mate 90 series smartphones this September featuring the Kirin 2026 processor, built on the company's Tau Scaling Law and LogicFolding architecture — a design approach that vertically stacks circuitry to boost transistor density without…

Huawei publishes mass production data backing Tau Scaling Law

Huawei semiconductor chief He Tingbo on July 3 published Version 2 of the Tau (τ) Scaling Law paper on the ChinaXiv preprint platform, supplementing the original framework with engineering details and mass production measurement data from the company's Kirin 2026…

Nvidia’s China AI chip share nears zero as Huawei takes the lead

Nvidia has effectively lost its dominance in China's artificial intelligence chip market to Huawei, as U.S. export controls and Beijing's push for domestic technology reshape the global semiconductor landscape.

China’s LineShine claims world’s fastest supercomputer title, ending US reign

The 67th edition of the TOP500 list, released Tuesday at the ISC 2026 conference in Hamburg, Germany, confirmed AMD's continued dominance in high-performance computing even as China's LineShine supercomputer claimed the top position for the first time in nearly a…

Teardown shows SMIC’s latest chip process matches TSMC’s 7nm-era density

SemiAnalysis released the first public teardown from its new STEEL Lab (Teardown Engineering & Evaluation Lab) over the weekend, delivering a granular technical analysis of Huawei's Kirin 9030 Pro built on SMIC's Semiconductor Manufacturing International Corporation most advanced N+3 process…

Huawei launches HarmonyOS 7 with agentic AI and glass-inspired design

Huawei officially launched HarmonyOS 7 in developer beta on Friday at its annual Huawei Developer Conference (HDC 2026) in Dongguan, China, introducing a glass-like visual overhaul, an agent-first AI architecture, and a claimed 15% performance improvement over the previous version.

Huawei unveils Hongtu Plan spanning 200 chip types

Huawei on Friday launched what it calls the Hongtu Plan, a sweeping semiconductor and device strategy that aims to span 200 types of chips, 1,200 device categories, and more than 20 industry segments, the company announced at its annual Developer…

NATO’s push for military 5G deals new blow to Huawei

Spain's Ministry of Defense is set to deploy what is being described as the first tactical 5G network designed to operate in a real military environment, marking a milestone in NATO's broader push to adopt commercial wireless technology for defense…

China plans $295B data center buildout to rival U.S. in AI

China is preparing to spend approximately 2 trillion yuan ($295 billion) over the next five years to build a nationwide network of AI-focused data centers, Bloomberg News reported on Tuesday, in what would represent Beijing's most ambitious effort yet to…