Company intelligence

Huawei

Huawei is a Chinese multinational technology company that designs and manufactures telecommunications equipment, smartphones, cloud services, and semiconductors including its Ascend AI chips.

Electronics & telecomShenzhen, ChinaFounded 1987Website ↗
Last verified Jul 30, 2026

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Company Snapshot

Huawei is a Electronics & telecom company, based in Shenzhen, China, founded 1987.

Recent changes

  1. Sep 17, 2026Huawei Speeds Up AI Chip Launch To Challenge Nvidia Pulse story

Latest Pulse

  1. Nvidia's China Chip Share Fell To 34% As Controls BackfireA University of Illinois professor argues US export controls accelerated China's chip buildout rather than slowing it, pointing to Nvidia's data-center share in China falling to 34%.→
  2. Huawei Claims It Now Outsells Nvidia In ChinaHuawei's chairman claims its Ascend chips now outsell Nvidia's in China, and Bernstein forecasts Huawei near 50% share there this year versus Nvidia's roughly 8%.→
  3. Alibaba Unveils AI Chip, Plans 20GW Of Data CentersAlibaba unveiled a new Zhenwu V900 AI accelerator that triples its predecessor's performance and set a target of 20 gigawatts of global data center capacity by 2032, days before the Trump-Xi summit puts AI chip policy back on the table.→
  4. DeepSeek Bets 160,000 Huawei Chips On Beating Export CurbsDeepSeek CEO Liang Wenfeng expects Huawei to begin delivering AI training chips as early as Q4 2026, with DeepSeek planning to deploy at least 160,000 Huawei Ascend accelerators at a new Inner Mongolia data center.→
  5. Huawei Speeds Up AI Chip Launch To Challenge NvidiaHuawei pulled forward the launch of its next-generation Ascend 960DT AI chip to early 2027, three quarters ahead of schedule, as China pushes to close the AI compute gap with Nvidia.→
  6. D-Robotics Closes $400M Series C For Robot ChipsHong Kong-based D-Robotics closed a $400 million Series C led by Mirae Asset to expand its Sunrise chip line and software platform for AI robots.→
  7. Huawei Pitches A Cheaper Path Around Co-Packaged OpticsHuawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.→
  8. Kinetix AI Raises $75M For Humanoid RobotsThe year-old embodied-AI startup, led by former Huawei autonomous-driving executives, raised an Angel+ round led by Temasek's Vertex Ventures to fund its full-size humanoid, KAI.→
  9. Apple Unveils iPhone Duo, Its First FoldableApple entered the foldable-phone market for the first time with the $1,999 iPhone Duo, a passport-style fold with a 7.6-inch inner display, arriving roughly five years after Samsung's first Galaxy Fold.→
  10. Apple's foldable iPhone Duo starts at $1,999Apple's first foldable iPhone, the iPhone Duo, starts at $1,999 for a 256GB model, undercutting some analyst price forecasts for the device.→
All 19 stories →

Coverage Timeline

newest first
  1. Sep 30, 2026AIHuawei Claims It Now Outsells Nvidia In China→
  2. Sep 21, 2026AIDeepSeek Bets 160,000 Huawei Chips On Beating Export Curbs→
  3. Sep 17, 2026AIHuawei Speeds Up AI Chip Launch To Challenge NvidiaAscend 960DT, Q1 2027 launch→
  4. Sep 14, 2026BIG TECHHuawei Pitches A Cheaper Path Around Co-Packaged Optics→
  5. Sep 8, 2026BIG TECHHuawei's New Chip Is Built to Need Nobody American→
  6. Aug 25, 2026REGULATIONHP Signs Patent Deal With Blacklisted Huawei on WiFi→
  7. Aug 21, 2026AIBrazil Commits $444M to AI, Hedges US and China→
  8. Jul 18, 2026AIDeepSeek Is Reportedly Building Its Own AI Inference ChipIn-house inference chip→
  9. Jun 20, 2026AIHuawei-Led Team Post-Trains DeepSeek's 1.6-Trillion-Parameter Model on Ascend Chips, Not Nvidia→

All Coverage

AI

Huawei Claims It Now Outsells Nvidia In China

Illustration for: Huawei Claims It Now Outsells Nvidia In China
AI

Huawei Claims It Now Outsells Nvidia In China

Huawei's chairman claims its Ascend chips now outsell Nvidia's in China, and Bernstein forecasts Huawei near 50% share there this year versus Nvidia's roughly 8%.

DEEP DIVE
AI

DeepSeek Bets 160,000 Huawei Chips On Beating Export Curbs

Illustration for: DeepSeek Bets 160,000 Huawei Chips On Beating Export Curbs
AI

DeepSeek Bets 160,000 Huawei Chips On Beating Export Curbs

DeepSeek CEO Liang Wenfeng expects Huawei to begin delivering AI training chips as early as Q4 2026, with DeepSeek planning to deploy at least 160,000 Huawei Ascend accelerators at a new Inner Mongolia data center.

DEEP DIVE
AI

Huawei Speeds Up AI Chip Launch To Challenge Nvidia

Illustration for: Huawei Speeds Up AI Chip Launch To Challenge Nvidia
AIAscend 960DT, Q1 2027 launch

Huawei Speeds Up AI Chip Launch To Challenge Nvidia

Huawei pulled forward the launch of its next-generation Ascend 960DT AI chip to early 2027, three quarters ahead of schedule, as China pushes to close the AI compute gap with Nvidia.

DEEP DIVE
BIG TECH

Huawei Pitches A Cheaper Path Around Co-Packaged Optics

Illustration for: Huawei Pitches A Cheaper Path Around Co-Packaged Optics
BIG TECH

Huawei Pitches A Cheaper Path Around Co-Packaged Optics

Huawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.

DEEP DIVE
BIG TECH

Huawei's New Chip Is Built to Need Nobody American

Illustration for: Huawei's New Chip Is Built to Need Nobody American
BIG TECH

Huawei's New Chip Is Built to Need Nobody American

Huawei's new Kirin 9050 Pro processor uses a proprietary 'Tau Scaling' architecture designed to claw back performance without the advanced chipmaking equipment TSMC and Intel rely on -- and that US export controls keep out of China.

DEEP DIVE
REGULATION

HP Signs Patent Deal With Blacklisted Huawei on WiFi

Illustration for: HP Signs Patent Deal With Blacklisted Huawei on WiFi
REGULATION

HP Signs Patent Deal With Blacklisted Huawei on WiFi

HP Inc. signed a multiyear global patent cross-licensing deal covering Huawei's WiFi 7 technology, a rare commercial agreement between a US PC maker and a company the US government has barred from working with American suppliers since 2019.

DEEP DIVE
AI

Brazil Commits $444M to AI, Hedges US and China

Illustration for: Brazil Commits $444M to AI, Hedges US and China
AI

Brazil Commits $444M to AI, Hedges US and China

Brazil announced roughly $444M in AI investment including a $251M supercomputer built with China's Huawei and iFlytek, explicitly hedging between US and Chinese technology as it builds domestic AI capacity.

DEEP DIVE
AI

DeepSeek Is Reportedly Building Its Own AI Inference Chip

Illustration for: DeepSeek Is Reportedly Building Its Own AI Inference Chip
AIIn-house inference chip

DeepSeek Is Reportedly Building Its Own AI Inference Chip

DeepSeek has quietly been hiring chip-design engineers and holding talks with foundry and memory partners to build its own inference chip, a push to reduce reliance on both Nvidia and Huawei as it scales toward an IPO.

AI

Huawei-Led Team Post-Trains DeepSeek's 1.6-Trillion-Parameter Model on Ascend Chips, Not Nvidia

Illustration for: Huawei-Led Team Post-Trains DeepSeek's 1.6-Trillion-Parameter Model on Ascend Chips, Not Nvidia
AI

Huawei-Led Team Post-Trains DeepSeek's 1.6-Trillion-Parameter Model on Ascend Chips, Not Nvidia

A research group including Huawei completed full-parameter post-training of DeepSeek's 1.6-trillion-parameter V4-Pro model using a cluster of at least 1,000 Huawei Ascend 910C chips -- demonstrating that a frontier-scale Chinese model can be trained end-to-end on domestic silicon. It's a milestone in China's drive to break free of US chips and the CUDA ecosystem.

Value Add Research