[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K 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)....  XXXXX engagements  **Related Topics** [huawei](/topic/huawei) [Post Link](https://x.com/rwang07/status/1947007718751121479)
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Ray Wang @rwang07 on x 14.1K 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)....
XXXXX engagements
Related Topics huawei
/post/tweet::1947007718751121479