Huawei expects AI chip revenue to surge 60% to $12 billion on strong domestic demand
2 Sources
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Huawei expects AI chip revenue to jump at least 60% this year, FT reports
May 1 (Reuters) - Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies, the Financial Times reported on Friday. The Chinese â tech company expects revenue from its chips to reach about $12 billion this year based on orders it has already received, up from $7.5 billion in 2025, the newspaper said, citing sources. The â report said Huawei received majority of orders this year for its latest Ascend processor 950PR, which â entered mass production in March, and the firm plans to launch an â upgraded version of 950DT in the fourth quarter. Reuters could â not immediately verify the report. Reporting by Fabiola Arámburo in Mexico City; Editing by Subhranshu Sahu Our Standards: The Thomson Reuters Trust Principles., opens new tab
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Huawei expects AI chip revenue to jump at least 60% this year, FT reports - The Economic Times
Huawei anticipates a significant surge in its AI chip revenue, projecting a 60% increase this year. This growth is driven by strong demand from Chinese companies. The tech giant expects its chip revenue to reach approximately $12 billion this year, a substantial rise from previous figures.Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic â offerings â from Chinese companies, the Financial Times reported on Friday. The Chinese tech company expects revenue from its chips to reach about $12 billion â this year based on orders it has already â received, up from $7.5 billion in 2025, the newspaper said, citing sources. The report said Huawei received majority of orders this year for its latest Ascend processor 950PR, which entered mass production in March, and the â firm plans to launch an upgraded version of 950DT in the fourth quarter. Reuters could not immediately verify the report.
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Huawei anticipates its AI chip revenue will jump at least 60% this year to reach approximately $12 billion, up from $7.5 billion in 2025. The surge is driven by robust demand from Chinese companies for domestic AI chip offerings, particularly the Ascend processor 950PR which entered mass production in March.
Huawei Projects Major AI Chip Revenue Growth
Huawei expects its AI chip revenue to jump at least 60% this year, reaching approximately $12 billion based on orders already received, according to a Financial Times report . This marks a substantial increase from $7.5 billion in 2025, signaling the tech giant's growing influence in China's semiconductor landscape amid ongoing U.S. trade restrictions
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.Strong Demand from Chinese Companies Fuels Growth
The projected revenue surge stems from robust demand from Chinese companies seeking domestic AI chip offerings as alternatives to restricted Western technologies. Chinese firms are increasingly turning to Huawei's solutions as geopolitical tensions continue to reshape global semiconductor supply chains. This shift underscores how U.S. export controls have accelerated China's push toward technological self-sufficiency, creating significant market opportunities for domestic players like Huawei.
Ascend Processor Drives Order Volume
The majority of orders this year have been for Huawei's latest Ascend processor 950PR, which entered mass production in March . The 950PR represents Huawei's latest effort to compete in the AI accelerator market, targeting applications that require high-performance computing capabilities. The company plans to launch an upgraded version, the 950DT, in the fourth quarter of this year, suggesting a rapid product development cycle aimed at maintaining competitive momentum
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Source: Reuters
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Implications for Global AI Chip Competition
Huawei's anticipated revenue growth matters significantly for the global AI chip landscape. The $12 billion projection positions the company as a formidable domestic alternative within China's massive market, potentially reducing reliance on Nvidia and other Western suppliers. For AI developers and enterprises watching this space, Huawei's scaling production capabilities and expanding customer base signal that China's semiconductor ecosystem is maturing faster than many analysts predicted. The fourth-quarter launch of the 950DT will be a key indicator of whether Huawei can sustain its technological advancement pace and further capture market share from established players in the AI accelerator segment.
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