Pure coincidence, surely not? Huawei launches its fastest AI chip ever as US bans export of popular China-only Nvidia H20
- US bans Nvidia’s H20 just as Huawei reveals its next-gen Ascend 920 AI chip
- Ascend 920 may fill China’s AI chip gap post restrictions
- Nvidia faces $5.5 billion hit as Huawei seizes opportunity
On April 9, 2025, the United States announced plans to further tighten restrictions on AI chip exports to China, including Nvidia’s H20 processor, a reduced-performance chip which the company created to comply with earlier US export regulations while continuing sales in China.
Huawei, which has been positioning itself as China’s answer to Nvidia for some time, was likely waiting for the announcement because just one day later, at a partner conference, it revealed the Ascend 920, its next-generation AI chip.
Set to enter mass production in the second half of 2025, according to DigiTimes Asia, the chip is expected to be built on SMIC’s 6nm process and offer up to 900 TFLOPs of BF16 compute and 4000GB/s of memory bandwidth, supported by HBM3 memory modules. It will also support PCIe 5.0 and next-generation interconnect protocols to aid large-model training.
An effective alternative
With the Nvidia H20 now restricted in China, industry analysts believe Huawei’s new chip could bridge the gap.
Although real-world benchmarks are not yet available, the Ascend 920’s specifications suggest it could be an effective alternative to Nvidia’s H20 and may be welcomed by Chinese companies like Tencent and ByteDance, which will now require substitutes for the restricted chip.
READ the latest news shaping the Nvidia market at Newsvidia
Pure coincidence, surely not? Huawei launches its fastest AI chip ever as US bans export of popular China-only Nvidia H20, source
