AIChipMapExport Controls

Huawei Cloud SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇨🇳 China

Huawei Cloud is China's third-largest cloud provider and the only major cloud globally with an end-to-end domestic chip+cloud stack: HiSilicon designs the Ascend 910 AI accelerator, SMIC fabricates it, and Huawei Cloud deploys it in its ModelArts AI platform. This closed-loop supply chain makes Huawei Cloud uniquely resilient to Western export controls — and uniquely strategic to China's AI sovereignty ambitions.

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UPSTREAM — SUPPLIERS

Huawei / HiSilicon

China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019

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CHIP DESIGNERSsupplies Ascend AI chips to parent cloud division

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies NAND storage to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies DRAM to

↓ all supply to Huawei Cloud ↓

Huawei Cloud

China's third-largest cloud provider; runs Huawei Ascend 910 AI clusters; closed-loop with HiSilicon — only Chinese cloud with end-to-end domestic chip+cloud stack

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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↓ Huawei Cloud supplies to ↓

DeepSeek

Chinese AI lab backed by High-Flyer quant fund; developed DeepSeek-V3/R1 frontier models using restricted NVIDIA H800 + Huawei Ascend; disrupted global AI pricing in Jan 2025

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AI CONSUMERSprovides Ascend 910 AI compute to

Zhipu AI

Tsinghua University KEG spin-out (2019) behind the GLM model family; Entity Listed Jan 2025, cutting off Nvidia H100/H200 access and forcing a pivot to domestic chips; first Chinese frontier AI lab to IPO, on HKEX Jan 2026

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AI CONSUMERSprovides Ascend AI compute to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Huawei Cloud's role in the AI chip supply chain?

China's third-largest cloud provider; runs Huawei Ascend 910 AI clusters; closed-loop with HiSilicon — only Chinese cloud with end-to-end domestic chip+cloud stack

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