A 40% yield rate isn't that unacceptable for computing cards, like Nvidia's GPUs sell for ten times their cost. To catch up with Nvidia, Huawei needs to sell as many cards as possible and build an ecosystem, a lower profit margin is acceptable (still very profitable compared to other businesses).
The reopening of H200 sales and price reductions are clearly aimed at offsetting this. Considering that the adoption rate of AI products and the consumption of tokens in China are rising at an unexpectedly rapid pace, I think the overall migration of AI to the CANN environment will remain a challenge, as the demand for computing power is simply too great.