Global Scans · Huawei · Weekly Summary

• [New] DeepSeek V4 - Pro runs on Huawei Ascend 950 clusters launching in H2 2026, at which point pricing is expected to drop further. AI to ROI - By Ray Rike and Peter Buchanan
• DeepSeek's prices could get even cheaper: It expects to lower V4 - Pro prices later in the year as Huawei scales up production of its new Ascend 950 AI processors. Fortune
• At least two non-Chinese countries will sign major Huawei AI infrastructure deals by mid-2027. Tech Insider
• With new arrivals expected from Apple, Google, Huawei, Garmin and more, 2026 looks set to be a massive year for wearables. OzMobiles
• Filings from Zhejiang University, Huawei, and Qualcomm collectively signal that the integration of sensing and 5G NR V2X communication in a single mmWave waveform will become a core standards dispute in the 2026-2030 window. PatSnap
• The rise of foldable devices, such as the Samsung Galaxy Z Fold and Huawei Mate X, introduces new challenges and opportunities for app design, making adaptive design crucial android app trends. Golden Owl
• Huawei claims it will deliver 6.7 times the compute of NVIDIA's planned NVL144 cluster, with 15 times the memory and 62 times the interconnect bandwidth. Digital in Asia
• Huawei plans to produce approximately 600,000 Ascend 910 C chips in 2026 - roughly double the 2025 output. Digital in Asia
• Huawei plans to ship approximately 750,000 of the 950 PR chips in 2026, with mass production starting next month. AI to ROI - By Ray Rike and Peter Buchanan
• Huawei could benefit from its reliance on domestic suppliers, which tend to charge less than international memory chipmakers, giving it a cost buffer against rising memory prices. The Business Times
• HarmonyOS-based PCs are emerging as a notable growth segment, forecast to expand tenfold year on year from a small base as Huawei ramps up its PC ecosystem in China. Seeking Alpha
• Huawei launched enhanced AI-Centric Network solutions with all-scenario U6 GHz products to unlock 5G - A potential. Mean CEO's BLOG
• In 2026, given tool use, increased domestic inputs, and some mature node capacity coming online at the Hua Hong and Huawei fabs, total capacity could be close to a hundred thousand wafers by the end of 2026. American Affairs Journal
• In that scenario, Huawei could scale back its reliance on SMIC and transfer most, if not all, of its advanced chip production to its Shenzhen fabrication cluster. American Affairs Journal
• If US companies are restricted from China, Chinese tech firms may capture more share at home: for instance, Apple's position in China could weaken if nationalistic sentiment or regulations favor homegrown brands, benefiting companies like Huawei or Xiaomi domestically. SoulMatcher - Elite Dating Service
• For leading smartwatch vendors, such as Apple, Samsung, and Huawei, progress in key physiological metrics, particularly blood glucose and blood pressure monitoring, will become the primary catalyst for renewed growth. Morningstar, Inc.
• By early 2027, domestic HBM production at CXMT and SwaySure can be expected to ramp seriously, enabling significant increases in advanced AI processor capacity for Huawei and the leading smaller players, both at the SSIC and HSIC. American Affairs Journal

Last updated: 10 May 2026