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Huawei set to ship 910C AI chips at scale, signaling shift in global AI supply chain

“From a performance standpoint, Nvidia’s new-generation chips — such as the B200 and the upcoming B300 Ultra, based on TSMC’s 4nm process and equipped with advanced HBM3/3E memory — have significantly widened the gap compared to Huawei’s 910C, which is likely built on SMIC’s N+2 7nm process (effectively 14nm) and lacks advanced HBM memory,” said Neil Shah, partner and co-founder…