It is way too late to be starting a new chip fab for it to be relevant to the current market. If they are producing reliable chips 5 years from now that’ll be fast.
Not likely. It doesn’t matter how much slave labor you throw at it, getting a new fabrication machine to the necessary precision to make modern chips requires a lot of time.
Foxcom assembles sub models into complete products. Still higher than slave labor level skills, but not as high as chip fabrication I admit. You need a skill base to assemble phones at a high level.
It is way too late to be starting a new chip fab for it to be relevant to the current market. If they are producing reliable chips 5 years from now that’ll be fast.
China speed will kick in and it will be next year they will own the market.
They have a domestic market to serve first. And they are fast at scaling up - but not that fast.
Give them half a decade.
Not likely. It doesn’t matter how much slave labor you throw at it, getting a new fabrication machine to the necessary precision to make modern chips requires a lot of time.
I mean making the machines to make chips and making a factory that uses said machines are two different things.
There are already factories in China making DDR5 and DDR4 ram now days.
Huawei would just provide the support and resources needed to scale up a new large factory.
No slave labor needed. All you need is a modern, advanced, high skill, responsive industrial base which China has.
True.
Are they actually fabricating the silicon, or just packaging it?
Sure, like the people working at Foxconn:
https://truthout.org/articles/a-suicide-survivor-the-life-of-a-chinese-migrant-worker-at-foxconn/
They are making it from scratch. There are lots of sources but this is the first one I found. I assume they package it as well.
https://www.tomshardware.com/pc-components/ddr5/chinese-memory-maker-cxmt-enters-the-mainstream-consumer-memory-with-corsair-vengeance-ddr5-kit-chinese-made-dram-emerges-as-an-antidote-for-crushing-shortages
Foxcom assembles sub models into complete products. Still higher than slave labor level skills, but not as high as chip fabrication I admit. You need a skill base to assemble phones at a high level.
China speed proves real every time though
Cxmt is already one of their most valuable companies in the stock market
My guess is this is why Huawei wants in on the action
Maybe they are aiming for something like Temu: ultra low quality, super cheap and ready to flood the market in 6 months