{"slug": "huawei-eyes-dram-production-to-combat-memory-shortage-report", "title": "Huawei eyes DRAM production to combat memory shortage: report", "summary": "Huawei is reportedly building a 12-inch DRAM wafer plant in Shenzhen, China, with partner Swaysure and government support, aiming to produce 140,000 wafers per month at 28nm process. The move addresses memory shortages exacerbated by U.S. export restrictions and supports China's goal of semiconductor self-sufficiency by 2030.", "body_md": "Huawei is reportedly set to build a 12-inch chip wafer plant in Shenzhen, China, in a bid to ease local pressure from the ongoing memory shortage.\n\n[ Huawei Central](https://www.huaweicentral.com/huawei-building-12-inch-chip-wafer-plant/) cited a chip market insider on\n\n[X (Twitter)](https://x.com/SemiconductorsX/status/2075932441408356647?s=20)who claims Huawei has partnered with local memory chipmaker Swaysure (Shenzhen Shengweixu) to support the project.\n\nThe Chinese government is also believed to have lent support for the project, with projected capacity around 140,000 wafers per month. A translation of a screenshot suggests the fab would initially focus on a 28-nanometer (nm) process capability and will “primarily” focus on dynamic random access memory (DRAM).\n\nThe memory shortage continues to bite, with manufacturers like [SK Hynix](https://www.sdxcentral.com/news/sk-hynix-predicts-ai-memory-gloom-until-2028/) pledging to build out capacity to meet surging demand. Beyond expanding manufacturing, other more creative workarounds have begun to emerge, like [recycling older servers](https://www.sdxcentral.com/news/meta-recycling-memory-is-magic-solution-to-ram-supply-misery/), [software optimizations](https://www.sdxcentral.com/news/broadcom-says-the-memory-shortage-is-a-software-problem-and-vcf-is-the-fix/), or [boosting compression](https://www.sdxcentral.com/news/turboquant-did-google-just-drop-a-compression-algorithm-capable-of-stemming-ramageddon/).\n\nHuawei’s reported DRAM fab comes as hardware access in China is hampered by stringent U.S. export restrictions. DRAM memory chips of 18nm half-pitch or less and NAND flash memory chips with 128 layers or more are subject to [Biden-era export rules](https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples). However, several U.S. lawmakers want [stricter rules](https://www.sdxcentral.com/news/us-lawmakers-want-memory-added-to-chip-controls/) relating to memory chips, warning that the ongoing shortage poses a bottleneck for AI development and utilization.\n\nChina has been laying the groundwork to build out its own domestic semiconductor manufacturing capabilities, with the desire to be [semiconductor self-sufficient by 2030](https://www.sdxcentral.com/news/china-targets-great-leap-forward-in-chip-self-sufficiency-with-ambitious-80-target-by-2030/). Among the efforts to achieve that lofty goal are building its own version of ASML, the Dutch company and the world’s only supplier of extreme ultraviolet lithography (EUV) machines that the entire semiconductor industry relies on.\n\nHuawei has significantly ramped up its own semiconductor efforts in recent years to take advantage of local demand for high-end, AI-centric hardware. Its cloud division recently unveiled its [Agentic Infra stack](https://www.sdxcentral.com/news/huawei-goes-all-in-on-agentic-ai-with-an-infra-stack-to-rival-nvidia/), which looks to provide the means for Chinese enterprises to run AI agents at massive scale on homegrown silicon.\n\nIn terms of chip development, Huawei recently showcased a scaling law it's using to design its own silicon, dubbed [Tau (τ)](https://www.sdxcentral.com/news/stop-shrinking-start-speeding-huawei-says-it-has-found-a-way-past-moores-law/), which it argues the emphasis on transistor shrinking in logic development (aka, Moore’s Law) should be usurped by time scaling. Also known as “Her’s Law,” the vendor said it has already designed and mass-produced some 381 chips using the concept, with its proprietary LogicFolding used to shorten critical-path wiring and optimize the resistance of transistors and interconnects.\n\nFor its apparent DRAM fab project in Shenzhen, Huawei’s partner Swaysure is a state-backed semiconductor company. Only believed to have been established in March 2022, it’s controlled by the Shenzhen municipal government and, like Huawei, is on the U.S. Commerce Department’s [Entity List](https://www.federalregister.gov/documents/2024/12/05/2024-28267/additions-and-modifications-to-the-entity-list-removals-from-the-validated-end-user-veu-program).\n\nHuawei has traditionally been a fabless player in the semiconductor space, but added to its memory efforts with the Swaysure partnership. Huawei previously unveiled its [HiBL 1.0](https://www.huawei.com/en/news/2025/9/hc-xu-keynote-speech) proprietary, self-developed high-bandwidth memory (HBM) technology last September, which provides a capacity of 128 GB, supporting 1.6 Tb/s of memory bandwidth for its in-house Ascend 950 chips.", "url": "https://wpnews.pro/news/huawei-eyes-dram-production-to-combat-memory-shortage-report", "canonical_source": "https://www.sdxcentral.com/news/huawei-eyes-dram-production-to-combat-memory-shortage-report/", "published_at": "2026-07-13 12:23:19+00:00", "updated_at": "2026-07-13 12:39:08.584145+00:00", "lang": "en", "topics": ["ai-infrastructure", "ai-chips"], "entities": ["Huawei", "Swaysure", "Shenzhen", "SK Hynix", "ASML", "U.S. Commerce Department"], "alternates": {"html": "https://wpnews.pro/news/huawei-eyes-dram-production-to-combat-memory-shortage-report", "markdown": "https://wpnews.pro/news/huawei-eyes-dram-production-to-combat-memory-shortage-report.md", "text": "https://wpnews.pro/news/huawei-eyes-dram-production-to-combat-memory-shortage-report.txt", "jsonld": "https://wpnews.pro/news/huawei-eyes-dram-production-to-combat-memory-shortage-report.jsonld"}}