Company
Chinese technology conglomerate making smartphones, telecom network equipment, and Ascend AI chips, and a major global rival to Apple, Samsung, and Nvidia.
Nvidia shipped 678,000 AI accelerators in China in the first half of 2026 for a 34% share, against Huawei's 572,000 and 28%, Crypto Briefing reported. The shares fit the case that export controls pushed buyers to local chips, though shipment counts cannot show why.
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Nvidia's slice of China's data center chip market fell to 34% over the first six months of 2026, according to IDC data cited by Reuters. Its AI accelerator shipments dropped 44% from a year earlier, a fall that fits the backfire argument critic Rakesh Kumar makes in Fortune.
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DeepSeek is reportedly doubling its second round to 100 billion yuan at a valuation near 500 billion yuan, four months after the first. Government-backed and corporate funds are setting that price, on revenue figures attributed to The Information.
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Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026, two publishers reported, citing US export restrictions. IDC data put Huawei at 28%, but the data count units, so a revenue model still needs a price per chip.
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Huawei claims its Ascend chips have outsold Nvidia in China as of October 2026, but DeepSeek keeps its training work on Nvidia hardware. Unit sales and training workloads are separate measures, and sizing either company's China business needs both.
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The Ascend 960 is dated 2027 and the 970 is dated 2028, but the only large order on the record is DeepSeek's 160,000 chips of the current generation. That fleet is forty pods of silicon Huawei ships today.
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SemiAnalysis counted more than 1,000 Chinese datacenters and puts China's AI-ready capacity at 24GW, against about 56GW in the US. The figure counts halls and power, so how much compute it means depends on whether export-controlled accelerators arrive to fill them.
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Huawei is putting its consumer business behind phones on its own chips as deliveries of Huawei-powered cars slide, down 29% in September. Outside China it now sells only several million phones a year, the base from which Richard Yu wants to win back overseas share.
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Qualcomm signed a multi-year patent cross-license with Huawei, a deal Huawei links to more than $6.9 billion in expected licensing value. Whether a U.S. chipmaker now pays for chip designs Huawei built under sanctions depends on terms neither company has published.
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DeepSeek is close to raising at least 80 billion yuan at a pre-money valuation of about 500 billion yuan, roughly $75 billion, Bloomberg reported. At about 75 times its $1 billion run rate, the round sets the floor a 2027 Shanghai STAR Market listing has to clear.
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TCL's P80 Ultra is the first phone to pair matte Nxtpaper with OLED, adding the always-on display earlier models lacked. People who want a matte phone no longer give up screen quality for it, though they still give up speed and camera quality.
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Chinese phone makers are cutting entry-level models as AI data centers absorb memory chips, and phone prices are up 21% in India against 5% in the US. Teams counting on first-time phone buyers outside the US now have to plan around a more expensive entry device.
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Chinese-owned chip plants held 343 immersion DUV machines by early this year, about 270 of them ASML NXT:1980i units, a Washington think tank says. Its authors want all new DUV shipments stopped, and a bipartisan bill in Congress would require the Netherlands and Japan to do exactly that.
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DeepSeek open-sourced six software components for Huawei's Ascend AI chips on September 30, porting infrastructure it first built for Nvidia hardware. The ports cut the software bill for leaving CUDA, and The Neuron argues Ascend's case now turns on chip supply, reliability and full-scale model performance.
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Huawei's Mate 90 launch gives the Kirin 9050 Pro only to its top editions, with a Kirin 9035 in the Pro and a Kirin 9030 in the standard model. Richard Yu said smartphone chip capacity remains tight and is shared with Huawei's Ascend AI chips.
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Huawei is selling the Z10, a 5,999-yuan clip-on zoom lens with its own 1-inch sensor, in China this week. It goes further than the fixed teleconverters rivals sell. A maker that wants to follow has to build a mount into the phone first.
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Huawei is selling the Mate 90 RS Ultimate Design from 12,999 yuan, about $1,940, with the same core hardware as its Mate 90 Pro Max. Apart from a few hardware extras, the premium pays for a patterned glass back and titanium frame that a case would hide.
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DeepSeek open-sourced six modules for programming Huawei's Ascend 950, versions of tools it first built for Nvidia chips. The largest Ascend build tied to the release is DeepSeek's own plan for a data centre holding at least 160,000 of the chips.
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Export-Import Bank of Korea researchers want the government to subsidise buyers of Korean AI chips, citing an $860 billion market by 2030. The plan would pay customers to back FuriosaAI and Rebellions in a market Nvidia held 78.2% of last year.
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Reuters says the Cyberspace Administration registered Apple's Alibaba-assisted service last month, a hurdle ChatGPT and Claude have not cleared. Apple would be the first foreign firm to run its own model there.
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