TrendForce(@trendforce):#Huawei says Ascend has overtaken #NVIDIA in China by market share, while demand for its AI chips continues to outstrip supply. And on AI interconnects, Huawei is taking a different path: NPO (near-packaged optics) over CPO, with costs nearly 40% lower.💡More: https://t.co/m2acnXt0T8 🔗

TrendForce

@trendforce

Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on

Joined October 2010

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TrendForce@trendforce

2026.10.07 13:00

#Huawei# says Ascend has overtaken #NVIDIA# in China by market share, while demand for its AI chips continues to outstrip supply. And on AI interconnects, Huawei is taking a different path: NPO (near-packaged optics) over CPO, with costs nearly 40% lower.💡More: 🔗