# Huawei

Type: Company

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/huawei
Canonical HTML page: https://getsupplybrief.com/entity/huawei

## Timeline

- **2026-Q4**: Initial Implementation Phase — Expected completion of the first phase of IDS deployment across Meralco's primary distribution zones.
- **2026-07-07**: Report: DeepSeek developing own inference chip — Multiple sources report that DeepSeek is designing an in‑house AI inference chip to gain hardware independence from Nvidia and Huawei.
- **2026-06**: OpenAI unveils Jalapeno inference chip — OpenAI announces its first custom inference chip, developed with Broadcom, entering the custom silicon race.
- **2026-04**: DeepSeek V4 optimized for Huawei Ascend chips — DeepSeek introduces its V4 AI model optimized for Huawei's Ascend hardware; Huawei confirms Ascend chips also used to train V4-Flash.
- **2026-03-07**: Lighthouse Initiative Launch — Official launch of the flagship initiative to showcase digital utility transformation in the Philippines.
- **2026-03-06**: Strategic Partnership Announced — Huawei, Meralco, and SANXING Ningbo announce the joint development of the Intelligent Distribution Solution.

## Recent coverage (3 stories)

### DeepSeek’s Chip Push Targets 50% Huawei-Dominated $50B AI Market
2026-07-08 03:26:17 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

DeepSeek’s development of an inference chip marks a strategic shift with profound implications for semiconductor procurement and supply chain resilience. By reducing reliance on Nvidia and Huawei, the startup is quietly building a partner network spanning design, foundry, and memory — reshaping China’s $50B AI chip landscape.
Full story: https://getsupplybrief.com/story/deepseek-ai-chip-supply-chain

### DeepSeek's Custom Chip Pivot Could Reshape AI Hardware Supply Chains
2026-07-08 00:46:50 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

DeepSeek's development of in-house AI inference chips signals a potential shift in semiconductor procurement, reducing reliance on Nvidia and Huawei while aligning with China's domestic chip push amid US export restrictions.
Full story: https://getsupplybrief.com/story/deepseek-custom-chip-supply-chain-impact

### Huawei, Meralco, and SANXING Ningbo Launch Intelligent Distribution Solution
2026-03-07 12:56:07 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

Huawei, Meralco, and SANXING Ningbo have unveiled a new Intelligent Distribution Solution (IDS) and the 'Lighthouse Initiative' to modernize power grids. This strategic partnership aims to enhance energy distribution efficiency and reliability through advanced digital infrastructure in the Philippines.
Full story: https://getsupplybrief.com/story/huawei-meralco-sanxing-intelligent-distribution-launch

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