# Huawei > Markdown twin of https://roboterminal.app/companies/huawei · https://roboterminal.app/companies/huawei.md ## Key numbers - **Units shipped:** 100,000,000 units - _"Huawei Technologies has shipped more than 100 million devices powered by its Kirin processors since 2023, when it returned to the smartphone market with a new generation of premium handsets."_ - Source: @pstAsiatech on X ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (18) - [DeepSeek](https://roboterminal.app/companies/deepseek) (12) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (3) - [Unitree](https://roboterminal.app/companies/unitree) (3) - [Agibot](https://roboterminal.app/companies/agibot) (2) - [Baidu](https://roboterminal.app/companies/baidu) (2) - [ByteDance](https://roboterminal.app/companies/bytedance) (2) - [Manus](https://roboterminal.app/companies/manus) (2) - [Meta](https://roboterminal.app/companies/meta) (2) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (2) - [Tencent](https://roboterminal.app/companies/tencent) (2) - [UBTECH](https://roboterminal.app/companies/ubtech) (2) - [Agility Robotics](https://roboterminal.app/companies/agility) (1) - [Alibaba](https://roboterminal.app/companies/alibaba) (1) - [Apple](https://roboterminal.app/companies/apple) (1) - [ATI](https://roboterminal.app/companies/ati) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [BYD](https://roboterminal.app/companies/byd) (1) - [Cambricon](https://roboterminal.app/companies/cambricon) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [Decart](https://roboterminal.app/companies/decart) (1) - [Enflame](https://roboterminal.app/companies/enflame) (1) - [Galbot](https://roboterminal.app/companies/galbot) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [Hygon](https://roboterminal.app/companies/hygon) (1) - [Innolight](https://roboterminal.app/companies/innolight) (1) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1) - [Leju](https://roboterminal.app/companies/leju) (1) - [Moore Threads](https://roboterminal.app/companies/moore-threads) (1) - [Novanta](https://roboterminal.app/companies/novanta) (1) - [RoboStrategy](https://roboterminal.app/companies/robostrategy) (1) - [SMIC](https://roboterminal.app/companies/smic) (1) - [Sungrow](https://roboterminal.app/companies/sungrow) (1) - [Tesla](https://roboterminal.app/companies/tesla) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (1) - [ZTE](https://roboterminal.app/companies/zte) (1) ## Pulse - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2113271753426243757) ‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia DeepSeek is likely to rely ‘primarily’ on Huawei’s ‘already mature and well developed’ technology stack as domestic semi… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112965533754675280) Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend https://t.co/3j3AvY17wC - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112796530826674627) DeepSeek just gave away the engine it uses to run its own models. The Chinese lab open sourced DeepInfer, the inference framework behind DeepSeek V4.1 Flash, under the free Apache 2.0 license. It runs… - [@kyleichan on X](https://x.com/kyleichan/status/2112708813413318851) DeepSeek teaching other Chinese AI labs how to do AI inference ultra-efficiently at scale—and on Huawei 950 AI chips. https://t.co/TYk6J5Rc8r - [@stretchcloud on X](https://x.com/stretchcloud/status/2112573053477728345) Model weights are free. Running them at scale cheaply is not, and that's the part DeepSeek open sourced for everyone this week. DeepInfer is the inference engine serving DeepSeek V4.1 Flash in product… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112571489207902649) How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia https://t.co/14bK0k2Pse - [@Newsforce on X](https://x.com/Newsforce/status/2112288841541316851) 🇨🇳Chinese AI startup @deepseek_ai is working with @Huawei to design custom AI chips for its models in a push to train advanced systems without relying on @Nvidia. Huawei engineers have been statione… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112282970111549794) Beijing’s latest export controls issued via MOFCOM announcements are yet another step in China's 7-year effort to build a full counter-toolkit to Washington’s weaponization of tech supply chains. What… - [@kyleichan on X](https://x.com/kyleichan/status/2112246620641456628) DeepSeek is planning to use Huawei Ascend 950DT chips for pre-training “as soon as the end of this year” and will receive “most of the supply of the Ascend 960DT” next year, according to The Informati… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112216193813942328) According to The Information, DeepSeek is working with Huawei to help shape the design of Huawei's future AI chips, in a direct push to challenge $NVDA. Last month DeepSeek released open source progra… - [@kyleichan on X](https://x.com/kyleichan/status/2111769171407110434) Ex-Huawei talent has helped seed a whole wave of Chinese physical AI startups. Of course, the causal effect runs the other way too: being ex-Huawei also gives you tons of cred for startup fundraising.… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110747996266615283) China’s frontier models already run on China’s own chips. “Remember, the GLM-5 paper is almost a year old at this point. They say: ‘From the first day, GLM-5 is full-stack adapted to Chinese GPU ecosy… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110024640932540684) Huawei Technologies has shipped more than 100 million devices powered by its Kirin processors since 2023, when it returned to the smartphone market with a new generation of premium handsets. The compa… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109676320045306151) Huawei: Everyone wants the speed to be consistent within the cabinet, between cabinets, between data centers, and even across regions, so that a huge physical space can become a single computer Overal… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109029634096386355) Goldman Sachs: Nvidia B300 AIDC can generate a gross ROIC of 43% per 1GW, compared to 7% for the Huawei 910C. $NVDA - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108638256619254030) #ChinaAIMemoryWatch https://t.co/OHRrGtujVj - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2108488744953143559) The multi-year patent agreement between Huawei and Qualcomm is more than just a commercial deal. It’s a powerful signal of pragmatism in an increasingly fragmented tech landscape. Spanning critical fr… - [@tphuang on X](https://x.com/tphuang/status/2108293982065467637) HW K9050 Logic Folding thus far use conservative layout where compute unit sit on top/main die produced w/ N+3 process & memory/IO unit are on lower die produced w/ N+2 process. This allows heat to be… - [@kyleichan on X](https://x.com/kyleichan/status/2108093222669205593) Some clarifications from Qualcomm on their tech licensing deal with Huawei. They emphasize that it’s a cross-licensing deal and that they weren’t a net payor to Huawei. They say the licensing deal did… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107926272752210127) Huawei is backing near-packaged optics rather than co-packaged optics for next-generation AI infrastructure, arguing NPO balances cost, manufacturability, reliability and serviceability better. Per Di… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107846575552888892) China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2107811717539393569) Well... https://t.co/k0cKvBIYp8 - [@smsehy on X](https://x.com/smsehy/status/2107791256474812911) Automotive history teaches the exact same lesson. Vehicle assemblers capture consumer headlines, but tier one and tier two component suppliers command the engineering moats. Strain wave gearing, rolle… - [@kyleichan on X](https://x.com/kyleichan/status/2107790330430882167) Even if Trump offered more powerful AI chips to China, I don’t think Beijing would take them. Beijing wants to solve the ”有无” problem once and for all: don’t be dependent on foreign sources that can s… - [@kyleichan on X](https://x.com/kyleichan/status/2107787273953501509) Huawei chairman on why China needs semiconductor sovereignty: “China cannot remain dependent on others—being told one day that a chip can be sold to you, and the next day that it cannot. Even if the t… - [@VaderResearch on X](https://x.com/VaderResearch/status/2102292551101186298) AgiBot is among the top 3 Chinese robotics firms alongside Unitree & Ubtech They have 44% of humanoid robot market share as of H1 26 with 8.4k shipped units Founder Peng Zhihui is an ex-Huawei gigabra… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101860191079903383) Huawei well knows how to adjust supply chains at the cutting edge...lots of experience... https://t.co/oOdv999BdQ - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101526979543752858) The Ascend 960DT is Huawei’s first publicly known accelerator with High Bandwidth Memory (HBM). 288 GB are distributed across eight memory stacks, providing a total transfer rate of 9.6 TB/s. It remai… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100825139013410970) China to see major shift to Huawei for AI model training in 2027: rotating chair “I believe that starting from next year, a lot of the AI model training will be based on the SuperPoD or SuperCluster b… - [@MParekh on X](https://x.com/MParekh/status/2100677544273993776) ‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 …ByteDance matches Meta’s revenue at a third the value. Huawei ramps AI chips. Manus raises more. $META $NVDA Full … - [@MParekh on X](https://x.com/MParekh/status/2100663338904535042) ‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 AI Ramblings Daily podcast #165 on AI-RTZ $META $NVDA YouTube link with source notes: https://t.co/hr4XMjierP - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100628437224292694) Big... At HUAWEI CONNECT 2026, Huawei Rotating Chairman David Wang highlighted the Atlas 960E SuperPoD, the industry's first NPO-based SuperPoD, an agentic SuperCluster that can support up to one mill… - [@thenewsink on X](https://x.com/thenewsink/status/2100612201421975957) Huawei vs Nvidia https://t.co/LTWp72U4Ad - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098391570441494716) Huawei unveils new optical tech standard in challenge to Nvidia, Broadcom Company urges industry to create ecosystem for its near-package optics approach https://t.co/Ku0sN8ifAr - [@kyleichan on X](https://x.com/kyleichan/status/2098216108218057065) Huawei “is not the company Washington confronted in 2019. It now spans AI computing, automotive systems and energy technology.” Huawei’s EV business grew nearly 10x in two years. Most of its revenue g… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098106964450725901) Huawei reportedly raised indicated pricing on the Ascend 950DT by 20-50%, with HBM cost cited as the driver (per Moomoo, unconfirmed). Memory is now repricing accelerators inside China too. Memory cos… - [@BillHughesDC on X](https://x.com/BillHughesDC/status/2098011845504213431) The @FCC is writing communications-supply-chain rules that are very likely to shape how robots are built, tested, sold, serviced, and financed in the United States. Today, @RoboStrategy filed comments… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097313557012488524) Huawei drives China’s push to make advanced chips Tech giant plays ‘project management’ role to build components needed for DUV machines and avoid export controls Yup, wrote about this in February, se… - [@kyleichan on X](https://x.com/kyleichan/status/2097294617620197826) US sanctions nearly crippled Huawei in 2019 and 2020. Now Huawei is helping to lead China’s efforts to build a self-reliant semiconductor industry, including 12 Chinese-made DUV lithography machines b… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096976515304931580) Malaysia is leaning toward relying on Huawei's artificial intelligence chips to power its sovereign AI efforts @pstAsiatech Of course they are, no one wants to choose sides... https://t.co/IhQfQiFDol - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096940710008066356) Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable m… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096640827959451793) This is your friendly reminder to buy more Nvidia because China’s best AI chips are still struggling to match Nvidia’s technology from several years ago (Save this). The chart compares computing perfo… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096580188955959566) Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows https://t.co/IVFVVvQ7xg - [@ricci_nov on X](https://x.com/ricci_nov/status/2096396826081669632) DeepSeek has reportedly ordered 160,000 Huawei Ascend 950DT chips rather than Nvidia H20s, with Nvidia said to be writing China off, per Wccftech. Unconfirmed. If the order is real, China's compute qu… - [@kyleichan on X](https://x.com/kyleichan/status/2095883832880771074) Huawei is capacity constrained on its latest Ascend 950DT AI chips for now. But DeepSeek and other top Chinese AI labs are preparing for domestic AI chip production to ramp up significantly before too… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095839217322463709) DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive data center it’s building in Inner Mongolia https://t.co/7Bg3eW9m3n - [FCC Covered List + drone tariffs: US barriers vs China robotics scale](https://techcrunch.com/2026/08/30/the-u-s-is-building-barriers-around-drones-and-robots-china-still-has-scale/) Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and compon… - [Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal](https://x.com/MensJournal/status/2092447000507605495) Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power i… --- Source: Roboterminal · https://roboterminal.app/companies/huawei.md