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China government recommends Intel to sell Dalian Fab to Huawei [Copy link] 中文

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Post time 2019-12-17 11:24:03 |Display all floors
Recently, China government recommends Intel to sell it's Dalian Fab to Huawei.

Huawei will convert this fab to manufacture it's chips.  Huawei wants to get into Semiconductor manufacturing this way it can control it's own destiny.  

Huawei will become IDM , a complete tech company like Intel, samsung

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Post time 2019-12-17 14:55:37 |Display all floors
It will happen...

  Analyst Timothy Arcuri asked Swan: “Bob, I wanted to ask you just a question strategically about memory. And I wanted to understand, obviously, you need to make cost point, but relative to NAND, why the need to make NAND on your own? It seems like you could sell the factory and maybe strike some sort of a supply agreement and save a lot of free cash flow, particularly after a quarter rotation can cost you 100 basis points.”

Read the whole story at:
   https://blocksandfiles.com/2019/ ... ithdrawal-question/

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Post time 2019-12-17 15:47:16 |Display all floors
Right now, too many Chinese companies doing fabless, design their chips and then give to Taiwan TSMC for manufacturing.   Huawei determines to change that way, going IDM, and becomes Semiconductor manufacturing powr house also

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Post time 2019-12-19 13:56:08 |Display all floors
tenderloin Post time: 2019-12-17 15:47
Right now, too many Chinese companies doing fabless, design their chips and then give to Taiwan TSMC ...

re: " Huawei determines to change that way, going IDM, and becomes Semiconductor manufacturing powr house also"

  

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