Estimating Huawei Ascend Capacity: N+2 Node Locked, Millions Yearly
teortaxesTex · x · 2026-07-08
An analysis of Huawei's Ascend chip production capacity: Huawei has secured roughly 43% of the N+2 advanced node capacity through 5-year agreements and holds additional wafer capacity beyond SMIC. Assuming a total capacity of 70,000 wafers/month by end of 2026, with 20% (14,000 wafers) allocated to Ascend and a 55% yield, the annual output could reach 6 million units even at the 20% quota. This highlights the supply potential of domestic AI compute chips.
Related event: Analysis of Huawei Ascend Capacity and SMIC DUV Process(4 posts)→
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