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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers
Created: 2025-07-20 18:56:28 UTC

Bernstein estimated that Huawei's Ascend 910C will ship 350k units of 910C and 910B respectively in 2025. 

If the estimate is true, that's total 1.05M (700K + 350K) logic die production capacity from Huawei & SMIC. 

Another interesting thing is, Huawei & SMIC production capacity could be higher if it includes the Ascend production for internally workload (e.g. Huawei Cloud)....

![](https://pbs.twimg.com/media/GwUnJx_XAAMC-5d.jpg)

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[Post Link](https://x.com/rwang07/status/1947007718751121479)