NuAxiSemiconductor trade intelligence

#Huawei is expanding its LogicFolding chips to high-end Mate 90 models, aiming to boost performance despite China’s lack of access to EUV lithography...

What happened

Huawei expands LogicFolding chips to Mate 90, requiring more wafers despite EUV restrictions. This increases pressure on tight chip capacity, signaling potential supply constraints.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

LogicFolding Chips

Huawei

shortagecapacity-pressureproduct-launch

Source and time

Source: TrendForce Official (Market Data) · 10/1/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Huawei Prepares 160,000 Ascend 950DT Accelerators for DeepSeek Data CentarTechPowerUp · 9/6/2026
Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the regionTom's Hardware · 5/5/2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominanceDigiTimes Asia · 7/7/2026
Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PCDigiTimes Asia · 7/31/2026
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%DigiTimes Asia · 10/29/2026
[News] China Reportedly Spent $13B+ Stockpiling ASML DUV Tools in 2024–25 as Advanced Chip Push ContinuesTrendForce · 10/4/2026

#Huawei is expanding its LogicFolding chips to high-end Mate 90 models, aiming to boost performance despite China’s lack of access to EUV lithography...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings