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22 July 2026 at 7:17 am
Summary
Reports suggest Huawei is building and operating DRAM fabrication plants through a joint venture with SwaySure, potentially giving it control over 11 fabs and enabling it to produce its own CPUs, SSDs, and DRAM. This move, driven by US sanctions limiting access to cutting-edge silicon, could position Huawei alongside Samsung as a major integrated tech firm, securing its HBM supply for Ascend AI chips.
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