Bloomberg Tech Huawei AI Chips Contain Advanced Parts from Rivals
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Oct 3, 2025 Huawei's Ascend AI processors incorporate advanced parts from TSMC, Samsung, and SK Hynix, raising stockpiling concerns. Rivian responds to safety issues by reworking its vehicle door designs. Meanwhile, China is reportedly trying to encourage the U.S. to ease national-security restrictions in exchange for significant investments. Discussions also touch on the challenges faced by semiconductor companies amid ongoing export controls and the push for a more robust domestic chip supply chain.
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Huawei Uses Stockpiled Advanced Parts
- Huawei's Ascend AI chips contain advanced components from TSMC, Samsung and SK Hynix, despite sanctions.
- Reporters found older HBM 2E memory and TSMC dies likely from past stockpiles rather than current domestic supply.
Domestic Supply Limits Threaten Huawei Scaling
- China's inability to supply key advanced components suggests future production constraints for Huawei.
- If stockpiles run out, Huawei may struggle to meet domestic AI chip demand long-term.
Diversify Around The AI Theme
- Diversify AI exposure beyond headline chip names to capture the broader AI ecosystem.
- Rebalance gains into adjacent industries that benefit from AI rather than overconcentrating on a few hot stocks.
