Huawei is forecasting a remarkable growth in its AI chip revenue, with projections indicating a rise of at least 60% this year. This surge is largely attributed to robust demand from Chinese companies.
The tech giant expects its chip revenue to hit approximately $12 billion, a notable increase from $7.5 billion in 2025. This expectation is based on current orders received, as reported by the Financial Times.
Key Drivers of Growth
The demand for Huawei's AI chips has been primarily fueled by:
- Strong domestic orders from Chinese firms.
- The launch of the latest Ascend processor 950PR, which began mass production in March.
- Plans to introduce an upgraded version, the 950DT, in the fourth quarter.
Market Context
This growth reflects Huawei's strategic positioning within the AI chip market, particularly in China, where local demand continues to rise amid global competition.
What to Expect
As Huawei rolls out its new products, industry observers will be keen to see how these developments impact its overall market share and revenue trajectory in the coming quarters.
