Huawei to make its own (HBM) memory via (unofficial) subsidiary SwaySure

[Marees]

Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone

https://www.xda-developers.com/huaw...and-it-could-reshape-ram-prices-for-everyone/

China’s government is working with state-run Huawei and state-invested SwaySure to set up a massive DRAM complex in Shenzhen with 140,000 wafers-per-month (wpm) capacity (12-inch) to manufacture 28nm DRAM, media report, adding former TSMC fab director Steve Liu has been hired as CEO, and the former president of Japan’s Elpida Memory (bought by Micron), will be head strategist for the project.

SwaySure markets itself as a niche memory maker, but supply chain reports say it is mainly a ‘shadow fab’ for Huawei, as are Pengxinwei (PXW) and Pengxinxu (PXX), which are undergoing massive fab building currently. SiCarrier is Huawei’s main fab partner.

This is from a 28 May filing

https://x.com/zephyr_z9/status/2075935452306268365?s=20

"Is Huawei Building Its Own DRAM Fab? (xda-developers.com)16​

Posted by EditorDavid on Sunday July 26, 2026 @12:39PM from the thanks-for-the-memory dept.
From the site tech-news site XDA Developers:The consumer tech economy needs more DRAM manufacturers, and it needs them more urgently than perhaps at any point in its history. Anyone keeping track of the pricing trends will know that memory prices have climbed into the stratosphere on the back of AI infrastructure's relentless demand, and every consumer device that depends on RAM has traveled from inflated to unaffordable, quarter after quarter, with almost no relief in sight. Which is exactly why a story out of Shenzhen is worth paying attention to, even in its current rumor phase. According to the details circulated by various semiconductor analysts on X, the Chinese government, DRAM maker SwaySure and Chinese tech giant Huawei have partnered to set up a 12-inch memory production plant. If the reports hold up, it could change memory economics for years to come, but not necessarily in the way you'd hope...

SwaySure itself is a known player. The company was registered in Shenzhen in March 2022, is reportedly backed by municipal government, and appears alongside Huawei on the US Commerce Department's Entity List, suggesting Washington has realized the connection between the two entities. Although, that's also where the story becomes a little less straightforward. None of these claims have been independently confirmed, and many of the technical details circulating online trace back to a single X account. Huawei has previously denied operating the wider network of state-backed fabs that analysts have reported. Even the widely quoted figure of 140,000 wafers per month isn't new, and public records indicate SwaySure's production line is already operational. What gives the report weight, then, is the fact that Huawei has spent years building this kind of domestic semiconductor ecosystem through partners that appear to operate independently."

 

[philb2]

But will the US Government allow Huawei RAM in government computers and phones?

 

[tunatime]

Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone

https://www.xda-developers.com/huaw...and-it-could-reshape-ram-prices-for-everyone/

China’s government is working with state-run Huawei and state-invested SwaySure to set up a massive DRAM complex in Shenzhen with 140,000 wafers-per-month (wpm) capacity (12-inch) to manufacture 28nm DRAM, media report, adding former TSMC fab director Steve Liu has been hired as CEO, and the former president of Japan’s Elpida Memory (bought by Micron), will be head strategist for the project.

SwaySure markets itself as a niche memory maker, but supply chain reports say it is mainly a ‘shadow fab’ for Huawei, as are Pengxinwei (PXW) and Pengxinxu (PXX), which are undergoing massive fab building currently. SiCarrier is Huawei’s main fab partner.

This is from a 28 May filing

https://x.com/zephyr_z9/status/2075935452306268365?s=20

O look china being china and stealing more company's IPs.

 

[philb2]

manufacture 28nm DRAM,

28 nm??? What is that, like DDR 1?

 

[Red Falcon]

28 nm??? What is that, like DDR 1?

DDR1 era would have been 180nm-90nm.

 

[gtrguy]

O look china being china and stealing more company's IPs.

LOL yes, the secrets to 28nm

 

[LOCO LAPTOP]

28 nm??? What is that, like DDR 1?

I believe late DDR3 and early DDR4 is more realistic.