This video discusses the current status of China’s domestic chip manufacturing industry, focusing on three related questions:
- Current status of Chinese wafer fabrication plants: The speaker addresses how to gather information about wafer plants, specifically mentioning the three Huawei-related companies in Shenzhen. He concludes they are still in the early stages of construction and equipment debugging, not yet in mass production, based on information from equipment and consumables suppliers.
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Source of manufacturing equipment: The video explores where Chinese wafer plants, particularly the Huawei “Shenzhen Three Brothers,” are getting their equipment from. Due to sanctions, they are increasingly using domestic alternatives. The speaker also notes that developing chip manufacturing capabilities simultaneously fosters the domestic equipment industry.
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Origin of chips in Huawei devices: The speaker investigates who manufactures the chips for Huawei’s new phones, computers, and tablets. He shares that while a Huawei store manager claimed the chips were made in-house, reports from foreign technology consulting firms conclude that these chips are supplied by SMIC International using a 7nm process.