A Huawei Ascend chip debate turns into a fight over SMIC and Intel 18A
teortaxesTex · x · 2026-07-24
A quoted thread pushes back on claims about Huawei’s Ascend AI chips and SMIC’s process progress.
The author says the cited teardown was for a Huawei Kirin smartphone chip, not an Ascend chip, and argues that SemiAnalysis’ claim about SMIC being close to Intel’s 18A node is misleading because the very next sentence was omitted.
This is a chip-node and AI-supply-chain dispute, not a product announcement.
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