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Huawei Targets AI Chip Sales in Middle East and Southeast Asia Amid U.S. Competition

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Huawei Technologies is seeking to expand its AI chip footprint by attempting to export small quantities of its Ascend 910B AI chips to markets in the Middle East and Southeast Asia, according to a Bloomberg News report on Thursday. The Chinese telecommunications giant is reaching out to potential customers in the United Arab Emirates, Saudi Arabia, and Thailand as it aims to challenge the dominance of U.S. chip leader Nvidia in these regions.

Sources familiar with the matter told Bloomberg that Huawei is offering the older-generation Ascend 910B chips in the low thousands, although no deals have been finalized so far. Interest from parties in the UAE appears limited, while the status of discussions in Thailand remains unclear. Neither the Thai government nor Saudi Arabia’s media office responded to requests for comment, and Huawei did not immediately reply to Reuters’ inquiry.

In addition to the Ascend 910B, Huawei is promoting CloudMatrix 384, a China-based AI system powered by more advanced chips. However, due to supply constraints, the company is currently unable to export this system. The Middle East is becoming a hot market for AI chips, with several U.S. firms such as Nvidia announcing significant deals. Earlier this year, former U.S. President Donald Trump secured $600 billion in commitments for U.S. companies from Saudi Arabia during a regional tour.

Huawei is also focusing on selling its more advanced AI chip, the 910C, to Chinese customers who face restrictions accessing top-tier American chip technology. U.S. administrations have imposed export controls to limit China’s access to advanced semiconductor technologies, citing national security concerns related to military applications.

An Nvidia spokesperson noted that “With the current export controls, we are effectively out of the China datacenter market, which is now served only by competitors such as Huawei,” highlighting the competitive dynamics shaped by these restrictions.

TSMC Reports 38.6% Year-on-Year Sales Increase in Q2, Exceeding Forecasts

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Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, announced second-quarter revenue of NT$933.8 billion ($31.9 billion), surpassing market expectations. This represents a 38.6% increase compared to NT$673.5 billion recorded in the same period last year.

The strong performance exceeded the LSEG SmartEstimate consensus of NT$927.8 billion from 21 analysts, as well as TSMC’s own April guidance, which forecasted revenue between $28.4 billion and $29.2 billion. The company is set to release its full Q2 earnings report, including outlooks for the current quarter and full year, on July 17.

TSMC has benefited significantly from the growing demand for artificial intelligence (AI) technologies, with major customers such as Nvidia relying on its advanced chip manufacturing capabilities.

Nvidia briefly hits $4 trillion market value, cementing AI leadership

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Nvidia (NVDA.O) briefly reached a market capitalization of $4 trillion on Wednesday, becoming the first company ever to hit this milestone and reaffirming its dominance in the artificial intelligence (AI) sector. Shares surged as much as 2.8% to an all-time high of $164.42 before closing up 1.8%, giving Nvidia a market value of approximately $3.97 trillion.

This milestone reflects Wall Street’s strong confidence in Nvidia’s leading role in powering AI innovation, with its high-performance chips crucial to advancements in the technology. Robert Pavlik, senior portfolio manager at Dakota Wealth, remarked that the rally “highlights the fact that companies are shifting their asset spend in the direction of AI,” which he sees as the future of technology.

Nvidia’s stock has seen a remarkable recovery after a slow start in 2025, which was rattled by competition from Chinese AI models like DeepSeek. The company reached a $1 trillion valuation in June 2023 and has since nearly quadrupled in value within about a year—outpacing other tech giants like Apple and Microsoft, the only other U.S. firms with market caps above $3 trillion.

Microsoft, the second most valuable U.S. company, closed Wednesday at $503.51 per share with a $3.74 trillion market cap. Nvidia’s rally has lifted it by approximately 74% from its April lows, coinciding with renewed optimism about U.S. trade relations.

Currently, Nvidia represents 7.3% of the S&P 500 index, slightly more than Apple’s 7% and Microsoft’s 6%. Its valuation now surpasses the combined stock market value of Canada and Mexico, as well as all publicly listed companies in the UK.

Despite its high valuation, Nvidia’s 12-month forward price-to-earnings ratio stands at 32, below its three-year average of 37.

While Nvidia’s GPUs dominate AI workloads, rivals such as Advanced Micro Devices (AMD) and others are seeking to chip away at its market share by offering more affordable alternatives. Meanwhile, major customers like Amazon, Microsoft, and Alphabet face investor pressure to moderate their AI spending.

Nvidia posted $44.1 billion in revenue for the first quarter of 2025, a 69% increase year-on-year. For the second quarter, the company projects revenue around $45 billion, plus or minus 2%, with earnings due on August 27.

Year-to-date, Nvidia’s stock is up about 22%, outperforming the Philadelphia Semiconductor Index’s roughly 15% gain.