Ah, Huawei. Building another of their mega-facilities, or so the rumor goes, somewhere in China. They’re diving into this whole chip thing headfirst—working on those Kirin and Ascend ones everyone’s after. But here’s where it gets interesting (well, to me, anyway).
So, Huawei has been on this wild ride lately. I mean, they used to be just another mobile company, right? But now they’re kind of poking NVIDIA in the ribs in AI tech. Crazy, I know. Their Ascend AI chips are so popular it’s like trying to catch a cab in the rain—demand is through the roof, and the production lines just can’t keep up. Financial Times—sounds fancy, right?—says Huawei’s building this massive chip facility in Shenzhen. Apparently, they’re trying this whole vertically integrated “AI supply chain” thing. Whatever that means.
Now, here’s the kicker—these new digs are supposed to handle their 7nm stuff for Kirin and Ascend chips. And, believe it or not, this new spot is conveniently near other Chinese foundries, like Pengxinwei and Shenzhen Pensun. Maybe it’s a conspiracy…or just good planning. Who can tell? But having this hub-of-sorts means faster sourcing and tighter-knit partnerships. A real community effort, you might say.
Oh, and there’s some image floating around from Financial Times. Didn’t really get a good look—more of a quick glance. Anyway, it’s probably important.
The local government’s even throwing some cash into this thing, which is wild. Although Huawei’s not in the driver’s seat at the facility—companies like SiCarrier and SwaySure are doing the heavy lifting. Huawei’s just lurking in the background, ensuring everything runs smoothly by sending in their management and tech teams. Talk about having a finger in every pie! It’s like they’re this puppet master with an ecosystem of partners (who says that anyway?).
This whole move into semiconductors is partly ’cause SMIC dropped the ball—they just can’t keep up with the sheer volume of orders for Ascend AI chips. Millions of them! It’s like trying to pour the ocean into a teacup. So, Huawei’s going full-speed-ahead with new production lines. And, if the stars align, this new Shenzhen setup might be ready next year. That’s a blink of an eye in tech time.
Interesting times for Huawei, huh?
