Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design capabilities while also exposing its enduring manufacturing constraints.

A senior Trump administration official projected that Huawei Technologies Co.’s output of its Ascend AI chip will be at or below 200,000 for 2025, responding to US lawmakers’ concerns that China is gaining ground in production of advanced semiconductors.

The moves in AI and cloud infrastructure may deepen US concerns about China’s growing digital presence in Latin America.

HWT.UL] is capable of producing no more than 200,000 advanced artificial intelligence chips in 2025, a top U.S. exports controls official told lawmakers on Thursday, warning that though the number is below the company's demand,

Huang warned that by restricting AI chip sales to China, the U.S. may accelerate China's move to develop a separate technology stack. Huawei, he said, is already in position to cover China and much of the rest of the world if U.

Despite sanctions, Chinese companies are forging ahead with AI. The Huawei AI stack is optimised to run on the CloudMatrix 384 AI chip cluster.

U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for domestic firms to do so, experts say.

Huawei CEO Ren Zhengfei acknowledged that their chips lag behind U.S. counterparts by one generation, despite Nvidia's praise for Huawei's AI advancem