Huawei, Swaysure Plan 28nm DRAM Fab With 140,000-Wafer Capacity as Sanctions Threaten Supply
Updated
Updated · Wccftech · Jul 13
Huawei, Swaysure Plan 28nm DRAM Fab With 140,000-Wafer Capacity as Sanctions Threaten Supply
3 articles · Updated · Wccftech · Jul 13
Summary
Huawei, Swaysure and the Chinese government are reportedly setting up a 12-inch DRAM plant to produce 28nm chips at 140,000 wafers per month.
The project is aimed at insulating Huawei from DRAM shortages and potential U.S. curbs that could disrupt shipments from Samsung, SK hynix and Micron.
Those three suppliers control about 95% of global memory output, making in-house capacity strategically important as AI-driven demand tightens supply and raises costs.
Huawei is said to be bolstering the effort with outside expertise, including a former TSMC director as CEO and an ex-Elpida executive as strategist, while state backing could speed approvals and funding.