huawei

According to the South China Morning Post, former U.S. officials stated that Chinese semiconductor factories have stockpiled hundreds of immersion lithography machines worth billions of dollars in recent years and urged Washington and its allies to stop further exports. The Centre for Technology & Statecraft, established in August 2026, released a report in late September estimating that by early 2026, Chinese wafer fabs had acquired approximately 343 immersion deep ultraviolet lithography systems. The report was co-authored by former U.S. export control official Nicholas Brown and former White House and Department of Commerce technology policy advisor Saif Khan.The report estimates that about 270 of these are ASML Twinscan NXT:1980i. The authors claim that although these devices lag behind extreme ultraviolet lithography machines, they can be modified for the production of 7-nanometer logic chips and advanced memory required for artificial intelligence processors (including Huawei's Ascend series). Chinese wafer fabs spent over $13 billion in 2024 to purchase about 90 NXT:1980i units, and acquired another 89 units in 2025. ASML disclosed that, by destination, China accounted for 41% of its net system sales in 2024, 33% in 2025, dropping to 19% in the first quarter of 2026 and 14% in the second quarter.Since September 2023, the Netherlands has required export licenses for the NXT:2000i and more advanced immersion deep ultraviolet equipment, effectively banning these models from being shipped to China; a year later, the licensing requirements were extended to the NXT:1980i, but this model can still be approved for shipment on a case-by-case basis.

The artificial intelligence company DeepSeek has officially open-sourced infrastructure components for the Huawei Ascend computing platform, covering the TileLang high-level language compilation tool, computing libraries, and distributed communication libraries, corresponding to the previously open-sourced components for the NVIDIA platform. TileLang aims to provide a general-purpose, simpler programming language that can achieve the hardware performance limits, improving development efficiency and simplifying logic compared to CUDA, while its programming model can also leverage chip features.The TileLang route was first validated on the NVIDIA platform and has already supported the implementation of most operators in the training of the DeepSeek V4 series models. The open-sourced Ascend version encapsulates the underlying instructions of the Ascend C, providing a high-level programming approach without sacrificing hardware performance. Currently, every TileLang operator used in DeepSeek's training has a corresponding high-performance implementation on Ascend.The components open-sourced at the same time also include DeepGEMM, DeepEP, TileKernels, FlashMLA, and DeepSelect, which are used for general matrix operations, large-scale cross-device communication, conventional vector calculations and memory access, long-context sparse attention, and data filtering, respectively. DeepSeek claims that in multiple key tests, the related computing and communication performance has approached hardware limits; during the R&D process, the Huawei team provided support, and both parties collaborated to advance the 128-card supernode solution based on Ascend 950, with deep optimizations made for computing and communication.

Crypto KOL Kuai Dong (@_FORAB) posted that the DeepSeek investor meeting has once again experienced information leakage. Since the leak of internal speech recordings in May, the company has required attendees to fly to the Beijing or Hangzhou office, where they must hand over their phones, electronic devices, and backpacks in order to hear CEO Liang Wenfeng speak.Information leaked again just one day after last Sunday’s new meeting. Sources obtained by the information report reveal that DeepSeek's current important priority is to use more domestic chips and mentioned the earliest delivery time for Huawei chips.

According to The Information, citing informed sources, DeepSeek CEO Liang Wenfeng listed training large models with domestic chips such as those from Huawei as one of the company's biggest bets at the latest closed-door investor meeting, stating that this must succeed. DeepSeek expects to receive a new batch of Huawei chips for training as early as the fourth quarter of this year, although the specific models and quantities have not been disclosed.Liang Wenfeng believes that Huawei chips are expected to catch up with Nvidia in just a few years and hopes that DeepSeek will adapt to hardware beyond Nvidia in advance. DeepSeek is still using Nvidia chips to train models. In May of this year, Liang Wenfeng estimated that training the top-tier large models would require about 50,000 Nvidia GB300 chips, while switching to Huawei Ascend 950 would require about 200,000 chips, with the biggest issue at that time being insufficient supply from Huawei.

The Bank of England has maintained the policy interest rate at 3.75% for the sixth consecutive meeting and announced the cancellation of the long-term government bond sale plan.Contemporary Amperex Technology Co., Ltd. plans to invest 1.4 billion yuan to build a new lithium carbonate project in Ya'an with an annual production capacity of 40,000 tons, while Huawei simultaneously released a new computing architecture.

Huawei's rotating chairman Wang Tao stated at the Huawei Connect Conference 2026 that the Ascend 960 chip is ready ahead of schedule, achieving a doubling of performance. Among them, the Ascend 960DT will be released in Q1 2027, three quarters earlier than originally planned; the Ascend 960PR will be released in Q3 2027, one quarter earlier than originally planned.Wang Tao mentioned that they will adhere to an annual evolution pace, with the Ascend 970 planned for release in 2028 and the Ascend 980 planned for release in 2029.

Security researcher Shou Chaofan stated that he just purchased about 6TB of Fable model invocation data from a leading Chinese model relay station, which included sensitive credentials such as SSH keys, VPN configurations, Alibaba Cloud keys, and GitLab tokens. He claimed that the keys in this batch of data were sufficient for him to access the servers or internal systems of 19 leading Chinese companies, as well as 7 Chinese and CIS government-related agencies, including Huawei, Xiaomi, NIO, and MiniMax.The model relay station is positioned between users and models like Claude, so requests and responses pass through it first, allowing it to see the complete plaintext. Once developers insert SSH Keys, API Keys, VPN configurations, etc., into the Agent context, if the relay station saves or even sells these records, the company's system keys will also leak out. This is not the first time Shou Chaofan has warned about the risks of relay stations. A paper he participated in tested 428 LLM relay stations in April and found that 9 actively injected malicious code, 17 actually used AWS test keys deliberately placed by researchers to call AWS, and 1 directly transferred ETH from the test wallet.Shou Chaofan is a co-founder of the blockchain security company Fuzzland and has long been engaged in vulnerability and supply chain security research. At the end of March, he also first discovered that the source map in the Claude Code 2.1.88 release package accidentally exposed about 500,000 lines of TypeScript source code.

According to a Reuters exclusive report on September 10, Chinese AI chip manufacturers have significantly raised prices due to a shortage of high-bandwidth memory. Huawei has raised the indicated price of the Ascend 950DT accelerator card to over 250,000 yuan, an increase of 20% to 50% compared to two months ago. Cambricon has raised the indicated price of its planned 690 chip by 20% to 30%, and both Muxi and Tian Shu Zhi Xin have also implemented similar price increases.The report states that the reasons include U.S. export controls and the high costs of high-bandwidth memory supplies in the gray market. Prices for earlier Huawei products such as the Ascend 950PR and 910C have also increased by about 30%. These price increases have raised the construction costs of AI computing power in China. Huawei, Cambricon, and other companies did not comment.

The Financial Times of the UK reports that Huawei is becoming more deeply involved in the domestic photolithography machine supply chain, not only investing in related equipment and component companies but also coordinating suppliers, wafer fabs, and complete machine manufacturers to promote domestic DUV into actual production lines. Bernstein analysts describe Huawei as the "project manager" for China's DUV projects.The fastest progress is being made by Shanghai Yuliangsheng. The company is involved in the development of domestic advanced DUV, with equipment already tested at wafer fabs such as SMIC and Huawei's own production lines, planning to produce 12 units by the end of this year. At this stage, the focus is primarily on simpler chips, with the ultimate goal of being used for advanced AI chip manufacturing.Currently, domestic DUV has not completely eliminated reliance on overseas supply chains. The projection lenses used by Yuliangsheng still come from Germany's Zeiss, and high-power light sources are also a major bottleneck. Huawei has invested in companies such as Qiqi Photon and Keyihongyuan to supplement domestic lenses and light sources.

Malaysia is leaning towards relying on Huawei Technologies' artificial intelligence chips to power its sovereign AI program. The Southeast Asian country is seriously evaluating the use of Huawei AI hardware as the backbone of a 2 billion ringgit (approximately 494 million USD) initiative aimed at giving the country greater control over national data.Insiders say it is currently unclear how many chips Malaysia will purchase, and these individuals requested anonymity due to unauthorized disclosure. This move faces strong opposition from the administration of U.S. President Donald Trump.

On the 7th, Huawei released the Mate XT 2 foldable phone in Guangzhou, equipped with the latest Kirin 9050 Pro chip, which is the first high-performance chip to use logical folding technology.The Kirin 9050 Pro layers the logical units within a single chip, adding vertical interconnection channels internally, resulting in shorter signal transmission paths, lower latency, and better performance. This is also the first time Huawei has launched a new Kirin chip at a flagship launch event in six years since the global release of the Huawei Mate 40.

According to a report by Bloomberg on September 4, the artificial intelligence company DeepSeek plans to deploy at least 160,000 top accelerators from Huawei Technologies Co. in a large data center being built in Inner Mongolia, potentially forming one of the largest known clusters of Huawei AI chips and advancing China's efforts to replace Nvidia.DeepSeek intends to use Huawei's next-generation Ascend 950DT chips to run its models, with the installation timeline depending on Huawei's production capacity. Sources say that the company currently does not plan to use the 950DT chips for training, although Huawei has designed and marketed these processors for more demanding training functions. DeepSeek had previously attempted to train models using Huawei chips but has so far relied on Nvidia accelerators to complete this critical step.

Counterpoint Research predicts that Samsung Electronics will regain its leading position in the smartphone market this year, indicating its stronger resilience against rising memory chip prices. Since the beginning of this year, the shortage of memory supply has become increasingly severe, and Counterpoint expects global smartphone shipments to decline by 14.3% by 2026. Samsung, with its highly integrated supply chain and mature distribution network, is an exception, with expected shipment growth of 0.8%, outperforming other manufacturers.Counterpoint states that the overall smartphone market is expected to decline again in 2027, followed by a recovery the next year. Similar to Samsung, Apple is expected to withstand the pressure from rising component prices, but the agency is more cautious about Apple's outlook. Apart from Samsung, only China's Huawei has established its own hardware supply system, which is expected to maintain significant growth.Counterpoint's chief analyst points out that the key to Samsung's return to the top lies in its internal component manufacturing capabilities, diverse product line, and solid relationships with carriers and retailers. It is expected that leading smartphone manufacturers in China will face greater shipment pressure, and the acceleration of industry consolidation during the economic downturn remains its fundamental forecast.

In a leaked internal conversation from the DeepSeek investor conference, DeepSeek founder Liang Wenfeng elaborated on his core views regarding the development of the domestic AI computing power industry and ecosystem. He stated that the current domestic AI chip replacement is facing a historic opportunity, with no compatibility barriers in hardware and ecosystem, and that NVIDIA cannot block the replacement process. The only current issue is insufficient production capacity, and it is expected that within a year, the market's perception of domestic chips as "unusable and poor-performing" can be reversed.He pointed out that NVIDIA's CUDA ecosystem moat is rapidly collapsing, and multiple industry transformations combined with export controls have opened a development window for domestic AI chips. He revealed that DeepSeek has partnered with Huawei to obtain 16,000 950 cards to run the ecosystem, and Huawei's 950 super nodes can completely replace NVIDIA's GB200 and GB300 in terms of performance and price, showing an optimistic attitude towards the development of the domestic computing power industry.

Huawei has launched the Xiaoyi Claw based on the HarmonyOS, which is currently in beta version. According to the introduction, Xiaoyi Claw can assist users with tasks such as document editing, writing PPTs, and automatically replying to emails, supporting multi-device collaboration and presetting various personalities.Previously, the Huawei Xiaoyi Open Platform indicated that it has added the OpenClaw mode.

ChainCatcher news, according to Zhitong Finance, CITIC Construction Investment has released a research report stating that OpenAI has officially launched GPT-5, which includes three versions: GPT-5, GPT-5-Mini, and GPT-5-Nano.GPT-5 excels in long text memory, reduced hallucination rates, and optimized reasoning efficiency, providing a better foundation for the development of AI applications. Future updates from Google and Renze, as well as the launch of domestic models, can be expected, along with the continued implementation of text AI application tokenization under model optimization.In addition, Huawei has fully open-sourced the CANN ecosystem, diversifying its offerings for different network developers, significantly improving development efficiency, and is expected to accelerate the catch-up with CUDA, providing a better foundation for domestic AI application development.

ChainCatcher news, according to official sources, Xiamen Suan Neng Technology Co., Ltd. (Sophgo) issued a statement denying any direct or indirect business relationship with Huawei. The statement pointed out that the U.S. Department of Commerce's investigation into the relationship between TSMC and Huawei is unrelated to Sophgo and its products, and the company has always strictly complied with relevant regulations, including U.S. export controls.Sophgo has provided TSMC with a detailed investigation report proving that the company is not involved in the Huawei investigation incident. In addition, Sophgo stated that it reserves the right to take legal action against any individuals or entities that damage the company's commercial reputation.Previous news, according to The Information, the U.S. Department of Commerce launched an investigation into TSMC earlier this month to confirm whether it provided chips to Huawei, after which TSMC stopped supplying chips to the AI company Sophgo, which is affiliated with Bitmain.

ChainCatcher news, according to official sources, the Aptos ecosystem wallet Pontem has been launched in the Huawei official App Store, making it the first Aptos ecosystem wallet available in the Huawei official App Store.

ChainCatcher news, Huawei Cloud's Web3.0 Node Engine Service is now live on the international site for public testing. Huawei Cloud stated that it will provide "full node hosting" services to help DApp developers and network validators achieve fast, stable, and efficient network connections. Currently, this service supports Ethereum and Tron.In addition, the service launched by Huawei Cloud includes dedicated full node hosting for Ethereum staking.