Global Scans · Huawei · Weekly Summary

• [New] Huawei says it will use its new approach to produce components with performance equivalent to a 1.4-nanometer chipmaking process by 2031. Wired
• [New] Open Radio Access Networks is a technology that holds the potential to bring further competition to areas where Huawei and ZTE have been traditionally dominant. Roza.Pace@trade.gov
• [New] By focusing on RF modules, Huawei offers a chance to consider what areas require its attention to build the essential technologies, designs, and intellectual property (IP), which may be expected to generate to design of a whole integrated module system in China. Precedence Research
• Failing to export American AI while China ramps up capacity to eventually serve third markets risks repeating the mistake of 5G, where the United States pioneered the underlying technology but ceded global deployment to Huawei. CNAS
• 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

Last updated: 07 June 2026