Huawei may control 260k WPM of 1z/1a DRAM by 2027
zephyr_z9 · x · 2026-07-20
Huawei is projected to control about 260k WPM of 1z/1a DRAM capacity by the end of 2027 via JHICC and Swaysure. The quoted comment argues that the real bottleneck is not logic capacity but HBM and DRAM supply, which will matter more as leading-edge capacity expands over the next few years.
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