According to the latest news from The Wall Street Journal, Huawei's upcoming Ascend 910C processor demonstrates strong market potential. Compared with the strongest NVIDIA H20 product in the current domestic market, the performance of the Ascend 910C is expected to achieve a qualitative leap. Industry insiders predict that the performance of H20 is only 15% of NVIDIA H100, while if the Ascend 910C can be successfully mass-produced, it may pose a strong challenge to NVIDIA in terms of performance and market share.

The product of Ascend 910C is planned to start shipping in October 2023. The initial orders have exceeded 70000 pieces, with a total value of nearly 2 billion US dollars. This data undoubtedly demonstrates the market's expectations and confidence in the Ascend 910C. Although Huawei has remained silent on this news, analysts generally believe that the launch of the Ascend 910C may lead to a qualitative leap for Huawei in the field of high-performance computing, and may even surpass NVIDIA's B20 product under development.

In the past few years, NVIDIA has dominated the global market with its powerful graphics processing and computing capabilities. However, due to the US government's restrictions on NVIDIA exports, this situation is changing. These restrictions not only affect NVIDIA's supply to the Chinese market, but also make domestic companies more urgent in finding alternative solutions. In this context, Huawei's Ascend 910C appeared particularly timely.

In addition, Baidu, ByteDance and other domestic technology giants are also actively considering purchasing Ascension 910C. As China's leading technology companies, these companies have increasingly growing demands in fields such as artificial intelligence and cloud computing, and the technological advantages of the Ascend 910C perfectly meet these needs. If the Ascend 910C can be successfully mass-produced and put into the market, it may have a significant impact on NVIDIA's market share in China.

Industry experts point out that the advantages of the Ascend 910C mainly lie in the following aspects: firstly, its architecture design and manufacturing process enable it to perform better in terms of computing power and energy efficiency. Secondly, Huawei's influence in the domestic market and strong research and development capabilities enable it to continuously optimize and upgrade its products. Finally, with NVIDIA's export restrictions, domestic companies are more willing to support local products, creating a favorable environment for the promotion of the Ascend 910C.

Of course, the success of the Ascend 910C is not without challenges. Whether it can overcome supply chain difficulties and achieve stable mass production will directly affect its market performance. In addition, despite facing export restrictions, NVIDIA's technological accumulation and brand awareness in the global market remain strong and will not be completely replaced in the short term. Huawei needs to continue to make efforts in technological innovation, market promotion, and customer service to ensure the market position of the Ascend 910C.

Overall, the launch of the Ascend 910C marks an important step for China in the field of high-performance computing. With the increasing preference of domestic enterprises for local high-tech products, the Ascend 910C has the potential to occupy a place in the booming market. In the coming months, the market performance of the Ascend 910C will become an important window to observe the dynamics of China's technology industry, and NVIDIA's position in the Chinese market may also be re examined as a result. The competition between Huawei and NVIDIA may usher in a new round of intense competition driven by this new product.

Fushite Technology focuses on the field of power devices, providing customers with power devices such as IGBT and IPM modules, as well as MCU and touch chips. It is an electronic component supplier and solution provider with core technology.