🇨🇳🤖📦 Huawei to Ramp Up 910C AI Chip Shipments as U.S. Curbs Hit Nvidia 🔹 Summary: Huawei will begin mass shipments of its 910C AI chip next month, offering China’s tech sector a powerful alternative as U.S. restrictions tighten on Nvidia’s H20 exports. The move accelerates China's push for semiconductor self-reliance, with Huawei’s new GPU delivering H100-level performance through advanced chip packaging. 🔹 Key Points: • Huawei’s 910C GPU integrates two 910B chips to rival Nvidia’s H100 in compute and memory capacity. • U.S. export controls on Nvidia’s H20 chip have left Chinese AI firms in urgent need of domestic hardware. • Huawei distributed early samples last year and has begun limited shipments ahead of mass rollout. • SMIC is producing some 910C components using 7nm tech, though yields remain low; some chips originated via TSMC for Sophgo. • The U.S. Commerce Department is investigating TSMC’s indirect role in supplying chips linked to Huawei. @CMEActiveTrader Tickers Of Interest: $NQ $ES $GC $CL Tickers Of Interest: $NVDA $TSMC $SMIC $SOPHGO $AAPL $ASML $USD $CNY $HWT. UL