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Huawei may produce DRAM directly as vertical integration view resurfaces

Speculation has resurfaced that Huawei is building and operating DRAM production facilities in mainland China. TechRadar reported that Huawei is suspected of effectively controlling a DRAM plant through a joint structure with Shenzhen-based memory firm Qubulas, though Huawei has officially denied the claim. Analysts cite Chinese government support and U.S. export controls as factors behind the allegations. Industry watchers say in-house DRAM could bolster Huawei’s AI chip competitiveness.

Industry

China\'s top DRAM maker CXMT launches $4.3 billion Shanghai IPO, test for AI memory push

ChangXin Memory Technologies (CXMT), China’s largest DRAM maker, is launching a Shanghai IPO worth about $4.3 billion as AI data centre demand drives a surge in memory needs. Subscriptions on the STAR Market are set to begin on July 16. The company plans to raise 29.5 billion yuan by selling about 6.69 billion shares, around 10 percent of total shares after listing, with an overallotment option also secured.

Industry

Taiwan considers sweeping controls on AI chip exports to China

Taiwan is reviewing a plan to tighten restrictions on exports of AI chips to all customers in China, potentially extending controls beyond blacklisted firms and criminalising AI server smuggling. The debate centres on how closely Taiwan will align with U.S. export-control standards. Taiwan’s economy ministry said it will strengthen oversight of strategic high-tech products and is consulting the United States on adding advanced chips to controls.