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Jinyuan Securities: Huawei Ascend 960 AI chip doubles performance, NPO super node deployed
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Jinyuan Securities released an electronics industry commentary report on Huawei Connect 2026. The report notes that Huawei launched the next-generation Ascend 960 AI chip, which delivers a 100% increase in AI computing power and a 40% improvement in energy efficiency over the previous generation. Additionally, Huawei achieved the first large-scale commercial deployment of Near-Packaged Optics (NPO) super node technology, marking the entry of optical interconnects into the industrialization phase within the AI server sector. The report suggests that breakthroughs in the Ascend 960 and NPO technologies will accelerate the development of domestic AI chips and high-speed interconnect ecosystems, benefiting companies involved in China's AI computing infrastructure, optical modules, and advanced packaging supply chains.
Source report
Huawei Connect 2026: Ascend 960 Chip Performance Doubles; NPO Super Node Achieves First Large-Scale Commercial Deployment September 18, 2026
Jinyuan Securities has released an electronics industry commentary report highlighting key announcements from Huawei Connect 2026.
At the event, Huawei officially launched its next-generation Ascend 960 AI chip, which delivers:
- 100% increase in AI computing power compared to the previous generation
- 40% improvement in energy efficiency
In addition, Huawei achieved the first large-scale commercial deployment of Near-Packaged Optics (NPO) super node technology. This milestone marks the entry of optical interconnects into the industrialization phase within the AI server sector.
According to the report, breakthroughs in the Ascend 960 chip and NPO technology are expected to accelerate the development of domestic AI chips and high-speed interconnect ecosystems. These advancements are likely to benefit companies involved in:
- China's AI computing infrastructure
- Optical modules
- Advanced packaging supply chains
Source
research_reportEastern
Part of this Story
Huawei unveils Ascend 960 supernode with NPO, accelerating AI chip roadmap to 2027