Huawei plans to spend up to ~$11.7B over five years to boost compute for training and testing autonomous cars, with ~$2.64B for autonomous driving R&D in 2026
China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share
China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share
Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices.
Sources: Huawei's Ascend 950PR chip, set for mass production soon, saw prices rise 20% after Chinese tech giants placed bulk orders to run DeepSeek's V4 model
Sources: Huawei's Ascend 950PR chip, set for mass production soon, saw prices rise 20% after Chinese tech giants placed bulk orders to run DeepSeek's V4 model
Sources: Alibaba and ByteDance plan to order Huawei's new 950PR AI chip after tests show better CUDA compatibility; Huawei targets ~750K 950PR shipments in 2026
Customer testing of Huawei's new AI chip, designed to challenge Nvidia (NVDA.O) in the China market, has gone …
Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei
DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers …
Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei
DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers …
Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025
Company betting on Beijing's approval following Trump admin's ease on AI export controls Anusuya Lahiri / Benzinga : China's AI Appetite Pushes Nvidia Into A Supply Crunch Yurii Shtokaliuk / AIN : Chi...
A teardown of Huawei's Mate 70 Pro and Pura 80 Pro shows 57% of components were made in China; similarly priced Huawei phones in 2023 had 32% Chinese components
Takehiro Hasegawa / Nikkei Asia :