Based on 5 visible X reactions from 20 accounts; directional sample.
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@zephyr_z9 This isn't new, Swaysure's one of at least 11 shadow fabs Huawei runs through Shenzhen shells to dodge sanctions. Already on the entity list too.
@zephyr_z9 Those DRAM phone people!! As everyone is chasing the shiny Kirin, Huawei’s shadow network is eating a paper sack lunch in a dark corner.
@zephyr_z9 28nm制程做DRAM，跟海力士和美光的领先制程差了好几代。140k的月产能听起来大，但做的只能是低端利基市场，物联网、工控这类对性能和功耗不敏感的领域。HBM和服务器DRAM的门槛，这道墙短期内还翻不过去。
@zephyr_z9 140k wafers per month is insane scale memory prices gonna drop if this comes online
@teortaxesTex 积少成多 这种稳扎稳打的节奏很厉害
Another couple million NPUs a year, likely As Putin says, the chicken pecks grain by grain. A million here, a million there… By 2028, China will be producing a lot of compute https://twitter.com/zephyr_z9/status/2075931043618779403
Interesting Swaysure/Huawei is building a 140k WPM DRAM fab https://x.com/zephyr_z9/status/2075931043618779403/photo/1
Based on 5 visible X reactions from 20 accounts; directional sample.
Ask a question below.
Published answers will appear here.
Another couple million NPUs a year, likely As Putin says, the chicken pecks grain by grain. A million here, a million there… By 2028, China will be producing a lot of compute https://twitter.com/zephyr_z9/status/2075931043618779403