(1)It has nothing to do with Huawei
(2)Until we actual see their products,it's all just empty cheque at the moment
(3)We don't even know their capability,their product could be even worse than CXMT
how do you know it has nothing to do with HW?
Primer on HW fabs
PXW is "advanced" process fab and was formed in 2021
Swaysure is memory and was formed in 2022
PXT is mature process fab and was formed in 2022
Swaysure part has been verified to me by a fellow member
Now in terms of product, it could very well be worse than CXMT to start off, but I'd definitely bet on HW ahead of CXMT. Especially when it comes to IGZO & 3D DRAM