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There is one more player joining that small club, Huawei



I was under the impression they had their chips manufactured by SMIC.


Exactly, the fourth player quickly catching up to the others is SMIC.


Presumably only for their own and Chinese brands however as I can't see anyone letting them do fabication for major players outside of China. They've also got a huge hurdle given they cant buy the standard equipment every chip fab needs owing to it all being produced by a single company.


If there's one company that has the capability to become a Samsung/Intel (IDM) on steroids, it is Huawei. They have the money,talent, determination and state backing.




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