u/border_dad
· 5h
Ascend 950DT. Xu mid-September. Big Fund 2014. Keep those stamps.
China’s Chip Industry Is On The Rise
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Huawei cannot make enough Ascend chips. It is still telling China to stop needing Nvidia.
Summary
- The Daily Caller reports Chinese firms are scaling AI-chip output as Beijing pushes self-sufficiency against U.S. export controls. Experts told the outlet Chinese hardware remains limited and U.S. policymakers still have room to constrain it.
- Huawei rotating chairman Eric Xu said in mid-September, according to Reuters, that the company cannot produce enough AI chips to meet domestic demand and is limiting overseas sales. He said the Ascend 950DT had produced good results and that many Chinese developers are expected to train on it.
- Xu said China cannot accept a destiny in which others decide whether to sell chips. He called full self-sufficiency the way forward for the government, Chinese industry, and Huawei.
- Xi Jinping stressed self-reliance and an autonomously controllable AI stack at an April 2025 Politburo meeting, RAND noted. The push traces to 2014 and the state-owned National Integrated Circuit Industry Investment Fund, the Big Fund, the Wall Street Journal has reported.
Commentary
A fab-town dad still showers off a clean-room night and knows a chip is supposed to mean an American line, not a Politburo vow to quit Nvidia. He did not pay the levy so a Big Fund from 2014 could train the next model that targets his plant.
Ascend 950DT. Not enough supply. Overseas sales limited. The vinyl chair in that break room still holds the household that already bought the export control.
Look every working father who still clocks a clean-room shift in the eye and answer this: if Huawei already admits it cannot meet demand, who still owns the next control that keeps the 950DT inside China?
Comments
If Huawei already admits it cannot meet demand, who still owns the next export control?
u/midwest_vet
· 4h
I stood a post so a chip still meant an American line. A self-reliance speech is not a weather report.
u/rule_first
· 4h
Reuters on Xu. RAND on Xi April 2025. WSJ on the Big Fund. Print the three.
u/tokyo_ally
· 3h
Allied fabs still treat a Huawei shortage as a window, not a surrender.
u/docket_rat
· 3h
Cannot meet demand. Overseas sales limited. Full self-sufficiency goal. File the three.
u/night_shift
· 2h
I still smell solvents at 2 a.m. I want the next rack empty of a 950DT.
u/texas_mom
· 90m
An export control is not a vibe. It is a warning the street already paid.
u/gulf_watch
· 55m
A 2014 Big Fund next to a 2025 Politburo vow is a second border around every honest fab.
u/press_clip
· 30m
Daily Caller printed Xu, Ascend, and the shortage. Argue those nouns.
u/soc_lead
· 15m
Hold the controls. Keep Nvidia here. A self-reliance vow is not a souvenir.
Paraphrased comments. Not attributed.
