Huawei & AMD
11 shared events · Importance 6 · Last updated Jun 29, 2026
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Domestic
Huawei: Huawei is a key domestic supplier expected to provide at least 80% of the technology, including AI chips, for the new data centers, significantly boosting its market position.
AMD: AMD faces potential market share loss in China as the plan aims to squeeze out foreign suppliers by relying on domestic technology for AI chips.
Jun 09, 2026 · 9 articles
International
Huawei: Huawei is a domestic rival in China's AI chip market, benefiting from the void left by Nvidia due to U.S. chip curbs, and is a competitor for AMD.
AMD: AMD is adopting a low-profile corporate diplomacy strategy in China, which appears to be more effective in the current geopolitical climate, allowing it to maintain and potentially expand its market share in various segments despite U.S. export controls.
May 29, 2026 · 7 articles
Business
Huawei: Huawei is mentioned in the context of a potential U.S. export control penalty for TSMC, but no direct action is taken in this event.
AMD: AMD, a TSMC customer, benefits from increased U.S. capacity and strong AI demand, supporting its product roadmap.
Jul 16, 2026 · 85 articles
Tech
Huawei: Huawei's Ascend 910B processors are reportedly used to train and run GLM (AI), demonstrating China's ability to develop advanced AI using domestic silicon despite US chip restrictions.
AMD: AMD is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Apr 20, 2026 · 13 articles
International
Huawei: Debuted Atlas 950 SuperPoD AI computing system, demonstrating China's progress in AI infrastructure despite US chip restrictions.
AMD: Processors compatible with Emdoor's single-GPU workstation.
Jul 08, 2026 · 315 articles
International
Huawei: Huawei is mentioned as a Chinese chipmaker that China is supporting to reduce its dependence on foreign chips.
AMD: AMD has experienced increased demand from AI applications, indicating its participation in the growing AI chip market.
Jun 02, 2026 · 6 articles
International
Huawei: Huawei>>> is on an export blacklist, and Taiwan>>> is considering restricting AI chip sales to all customers in China>>>, not just specific companies like Huawei>>>.
AMD: AMD>>> is another major AI chip manufacturer whose products are subject to US export curbs to China>>>. Taiwan>>> is considering matching US curbs on processors from AMD>>>.
May 21, 2026 · 22 articles
Business
Huawei: DeepSeek's V4 series is optimized to run on Huawei's Ascend AI accelerators, showcasing China's domestic hardware capabilities amid US export restrictions.
AMD: AMD is a supplier of advanced AI processors, access to which has been restricted for Chinese firms due to US export controls.
Jun 03, 2026 · 23 articles
Tech
Huawei: Huawei is mentioned in context of system-level optimization changing EDA requirements, but not directly involved.
AMD: AMD is noted as compressing design cycles with AI, but not directly involved in this event.
Jul 15, 2026 · 8 articles
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