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 was Hynix's response regarding their involvement with Huawei?

How did Huawei potentially acquire Hynix chips despite U.S. sanctions?

What are the open questions regarding the chips used in the May 60 Pro?

What challenges does Huawei face in producing the May 60 Pro?

What implications does the May 60 Pro have for China's semiconductor industry?