Lates News

Citic Securities research report states that Huawei will release a heavy-duty Ascend future development roadmap at the Huawei Full Connection Conference 2025 on September 18th. The plan includes the launch of 950PR, 950DT, 960, and 970 in the first and fourth quarters of 2026, and the fourth quarter of 2027 and 2028, respectively. In addition, they are also developing large-scale super node products such as Atlas 950 SuperCluster and Atlas 960 SuperCluster, which respectively support 8192/15488 cards. We are optimistic about Huawei Ascend as a representative of domestic computing power and recommend focusing on advanced processes and other supporting industries such as HBM.