Huawei Teardown: SK Hynix Investigating Use of Its Chips

The transcript discusses the controversy surrounding Huawei's use of Hynix chips in its new smartphone, the Kirin 9000 S. Despite US sanctions, Hynix chips were found in the device, raising questions about how Huawei acquired them. Hynix claims compliance with export restrictions, suggesting Huawei may have stockpiled chips before sanctions. The discussion highlights the symbolic victory for China in domestic manufacturing but questions remain about Huawei's ability to produce at scale and cost-effectively.

What is the main controversy surrounding the Hynix chips in Huawei's Kirin 9000 S smartphone?

• Hynix has been secretly supplying chips to Huawei.

• Hynix chips were found in the smartphone despite sanctions.

• Huawei has developed its own chips similar to Hynix.

• Hynix chips are outdated and not suitable for smartphones.

What is one possible reason Huawei might still have Hynix chips?

• They imported chips from a third-party supplier.

• They developed a new technology to bypass the need for Hynix chips.

• They received a special exemption from the US government.

• They stockpiled chips before the sanctions were imposed.

What is a potential limitation for Huawei if they are using stockpiled Hynix chips?

• They can only produce a limited number of smartphones.

• They will have to sell their smartphones at a higher price.

• They will face legal action from the US government.

• They will need to redesign their smartphones.

What does the May 60 Pro symbolize for China according to the discussion?

• An increase in smartphone prices.

• A failure to produce advanced technology.

• A symbolic victory for domestic manufacturing.

• A complete reliance on foreign technology.

What is a key question regarding Huawei's chip production capabilities?

• Can Huawei produce chips at a low cost?

• Can Huawei produce chips that are more advanced than Hynix?

• Can Huawei produce chips without any foreign assistance?

• Can Huawei produce chips in high enough volumes?