- US Bann Nvidia’s H20 as Huawei revealed its next-gene ascending 920 AI chip
- Aarohi 920 can fill China’s AI Chip Gap post restrictions
- Nvidia faces $ 5.5 billion hit as Huawei gives opportunity opportunity
On April 9, 2025, the United States announced a plan to further tighten the restrictions on AI chip exports to China, including NVDia’s H20 processor, a low-demonstration chip, which the company continued to follow the sale in China to follow the first US export rules.
Huawei, who has been positioning himself as China’s reply to Nvidia for some time, was probably waiting for the announcement because at a day later, at a partner conference, it revealed the ASCEnd 920, its next generation AI chip.
In the second half of 2025, set to enter mass production, according to it Digitims asiaThe chip will be built on the 6Nm process of SMIC and is offered 900 tflops of BF16 compute and 4000GB/s of memory bandwidth supported by HBM3 memory module. This will support PCIE 5.0 and the next generation interconnect protocol to aid in large model training.
An effective option
NVIDIA is now banned in China with H20, industry analysts believe that Huawei’s new chip can find differences.
Although the real -world benchmarks are not yet available, the specifications of the ascending 920 suggest that it can be an effective option for H20 of Nvidia and can be welcomed by Chinese companies by tenant and bidantance, which will now require an option for a restricted chip.
While the current ascending 910C estimates that about 60% of the performance of NVIDIA H100, the ASCEnd 920 allegedly improves training efficiency by 30% to 40% and is sewn to a mixture of models of transformers and experts.
The NVIDIA was making strong sales in China through H20, with an increase in the 50% quarter in the quarter before sale with sales. The need for a new license from the US Department of Commerce effectively prevents those sales, and as a result Nvidia is expected to write $ 5.5 billion in lost business.
Huawei also announced its AI Cloudmatrix 384 Supernod solution in the same incident.
This rack-scale platform, described as a ‘nuclear-level product’, allegedly exceeds the performance of NVIDIA’s GB200, but consumes greater power, something that is not seen as a major concern in China than the West.
