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Huawei improves AI chip production in boost for China’s tech goals
Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent manufacturing advances
Feb 25 2025

《华为提升AI芯片生产，助力中国科技目标》
尽管美国采取措施限制制造进展，中国公司自主研发先进半导体产品的“良率”仍然取得了突破
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处

Huawei has significantly improved the amount of advanced artificial intelligence chips it can produce, in a key breakthrough that supports China’s push to create its own advanced semiconductors.
The Chinese conglomerate has increased the “yield” — the percentage of functional chips made on its production line — of its latest AI chips to close to 40 per cent, according to two people with knowledge of the matter. That represents a doubling from 20 per cent about a year ago.
The move represents an important advance for Huawei, which has been rolling out its latest Ascend 910C processors, which offer better performance than its previous 910B product.

华为在高端AI芯片量产能力上取得重大突破，这一关键进展有力地支持了中国推进先进半导体自主研发进程。
据两位知情人士透露，这家中国公司将其最新AI芯片的“良率”——即生产线上产出的功能性芯片的比例提高到了接近40%，这比一年前的20%翻了一番。
这一进展对于华为来说意义重大，因为该公司正在推出最新的昇腾910C处理器，其性能优于之前的910B产品。

The improved yield means that Huawei’s production line for Ascend chips has become profitable for the first time, according to the people with knowledge of its business. The company has a goal to further improve yields to 60 per cent, in line with the industry standard for similar chips.
The breakthrough is a step forward for China’s hopes to build computing infrastructure that can support its burgeoning AI industry, despite US export controls designed to hamper the country’s ability to develop sensitive technologies.
The effort has state support, with Beijing urging local tech companies to buy more of Huawei’s AI chips and shift away from $3.3tn US chipmaker Nvidia, which remains the market leader in China by far.

据了解华为业务的知情人士透露，良率的提高意味着华为的昇腾芯片生产线首次实现盈利。公司计划将良率进一步提升至60%，与同类芯片行业标准持平。
尽管美国实施了旨在限制中国发展敏感技术能力的出口管制，这一突破仍是中国在构建能够支持其蓬勃发展的AI产业计算基础设施方面迈出的重要一步。
这一努力得到了国家层面的支持，北京正鼓励本土科技公司购买更多华为的AI芯片，并减少对价值3.3万亿美元的美国芯片制造商英伟达的依赖，后者目前在中国市场上仍占据主导地位。

Huawei founder Ren Zhengfei *** last week that the worried China had about a “lack of core and soul” had eased, adding “I firmly believe a greater China will rise faster”, the People’s Daily reported.
The phrase “lack of core and soul” dates back to a 1999 comment by a former China technology minister about the country’s information industry, with “core” referring to semiconductors and “soul” referring to operating systems.
Huawei’s recent progress is also significant to achieving China’s goal of reaching full independence for advanced chip production.

据《人民日报》报道，华为创始人任正非上周表示：我们曾经“缺芯少魂”的忧虑已经减弱了,“我坚信,一个更伟大的中国将加速崛起”。
“缺芯少魂”这一说法可追溯至1999年中国一位前科技部长关于国内信息产业的评论，其中“芯”指的是半导体，“魂”指的是操作系统。
华为最近的进步也使其朝着实现完全独立生产先进芯片的目标迈出了重要一步。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处

The world’s leading chip manufacturer, Taiwan Semiconductor Manufacturing Company, was forced to stop making Ascend chips and advanced smartphone chips in 2020, after Washington blocked Huawei from accessing manufacturing that used US technology.
Austin Lyons, semiconductor analyst with consultancy Creative Strategies, compared Huawei’s production milestone to TSMC’s estimated 60 per cent yield for production of Nvidia’s H100 AI processor, a similarly sized chip. On that basis, it is possible that a rival product such as Huawei’s would be commercially viable at a 40 per cent yield, he said.
Huawei partnered with the Chinese fabrication group Semiconductor Manufacturing International Corp, which is under sanctions, to relaunch its Ascend chip.

由于华盛顿禁止华为使用涉及美国技术的制造工艺，全球领先的芯片制造商台积电在2020年被迫停止生产昇腾芯片和先进的智能手机芯片。根据这一数据，华为类似的产品在40%良率的情况下就可能具备商业可行性。
咨询公司Creative Strategies的半导体分析师Austin Lyons将华为的这一生产里程碑与台积电为英伟达H100 AI处理器估计的60%良率进行比较，后者是一种类似栅长（译者注：栅长是指晶体管栅极的宽度）的芯片。

SMIC uses its so-called N+2 process, which is capable of producing advanced chips without extreme ultraviolet technology. China is banned from purchasing EUV lithography machines, the most cutting-edge chipmaking equipment from Dutch group ASML.
Shenzhen-based Huawei plans to produce 100,000 910C processors and 300,000 910B chips this year, said people with knowledge of its plans. This compares with 200,000 910B and no mass production of 910C in 2024.
The figures suggest that Nvidia will still sell more AI chips in China than Huawei, despite the US company only being able to sell Chinese customers its H20 chips, a less powerful version of its H100 chips designed to adhere to Washington export controls.

华为与中国的半导体制造商中芯国际（SMIC）合作重新启动了其昇腾芯片的生产。中芯国际采用其所谓的N+2工艺，能够在没有极紫外光（EUV）技术的情况下生产先进芯片。中国被禁止购买荷兰ASML公司生产的EUV光刻机，这些设备是目前最先进的芯片制造设备。
据知情人士透露，总部位于深圳的华为计划今年生产10万台910C处理器和30万台910B芯片，而2024年生产计划为20万个910B芯片，910C芯片则没有大规模生产。
这些数据表明，尽管美国公司只能向中国客户销售其H20芯片（一种为遵守华盛顿出口管制而设计的较弱性能版本的H100芯片），但英伟达在中国的AI芯片销量仍将超过华为。

The consultancy SemiAnalysis has estimated that Nvidia made $12bn selling 1mn of its H20 chips to China last year.
Huawei faces challenges to convince more customers to abandon Nvidia. One person close to the business pointed to Nvidia’s Cuda software, which is known for being easier to use and capable of faster data processing than Huawei’s offerings.
AI companies and Huawei researchers have also said that the Ascend 910B did not work well for large-scale model training, because of problems with inter-chip connectivity and memory issues.
Huawei has been trying to improve these issues by working with partners to resolve software bugs and increase memory capacity in its latest 910C series.

咨询公司SemiAnalysis估计，英伟达去年通过向中国销售100万片H20芯片，获得了120亿美元的收入。
华为在说服更多客户放弃英伟达方面面临挑战。一位接近相关业务的人士指出，英伟达的CUDA软件以易用性和更快的数据处理能力著称，而华为的产品则在这些方面较弱。
AI公司和华为研究人员还表示，由于芯片间连接问题和内存不足的问题，昇腾910B在大规模模型训练方面表现不佳。
华为一直在通过与合作伙伴合作解决软件漏洞并增加其最新910C系列的内存容量来改进这些问题。

However, Huawei has still emerged as the frontrunner to challenge Nvidia in the market for “inference” chips, the hardware used to run AI models once they have been trained.
Prospective customers for the Ascend chip have also cited difficulties securing supplies, with Huawei prioritising orders for large state-run cloud providers like China Mobile.
Huawei accounts for more than three-quarters of the overall output of AI chips in China, said one of the people with knowledge of its business. The smaller rivals have struggled to compete with Huawei to get enough capacity at SMIC’s leading nodes, the person added.
Huawei declined to comment.

然而，华为依然是挑战英伟达“推理”芯片市场的领跑者，“推理”芯片是经过训练后用于运行 AI 模型的硬件。
昇腾芯片的潜在客户也提到过供应问题，华为目前优先满足中国移动等大型国有云服务商的订单。
据知情人士透露，华为在中国AI芯片整体产量中占据了超过四分之三的份额。较小的竞争对手在争取中芯国际先进工艺节点的产能时则面临困难。
华为拒绝置评。