Based on the video’s transcript, this video is about the three companies known as Huawei’s “Shenzhen Three Brothers,” which include Peng Xinwei, Peng Xingxu, and Shengwei Xu. The host explains that these companies are also referred to as Huawei’s “three major shadow wafer fabs,” implying that their technology, orders, and some staff are from Huawei.
The host provides a detailed overview of each company, including:
- Peng Xinwei: Established in Shenzhen two years after Huawei was sanctioned, with a goal to mass-produce 28nm to 7nm chips.
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Peng Xingxu: Also located in Shenzhen, founded in March 2022, and focuses on 40nm to 28nm mature logic process capacity building.
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Shengwei Xu: Established in March 2022, this company is noted for its focus on producing DRAM (Dynamic Random Access Memory) chips.
The host’s personal visit to these locations reveals that all three are new companies still in the process of construction.