Huawei Ranks Second in the Chinese Smartphone Market with A 17% Sales Share
At least 6 million Kirin 9000s chips produced and delivered within this year. Impressive.
According to @hvpc, SMIC 7nm capacity is at 20K wpm right now....but maybe it will be more very soon. Ongoing localization efforts below 14/16nm currently are hidden behind the fog of war.
According to @hvpc, SMIC has enough ASML machines to reach 35K wpm when AMEC and NAURA will replace AMAT and LAM. If Huawei will really ramp up in this way, it means localization has been successful.
Basically Huawei and Huawei's prodigal son hold the top two positions. Obviously, the King is back.
And so is China's semicon industry. Can't wait to see what is coming in the next five years!!!