The Information Machine

🇨🇳 🇺🇸 China's Huawei’s new 122TB SSD shows how export controls can move innovation sideways instead of simply stopping i…

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-05-24

Huawei developed a 122TB AI SSD by repackaging existing memory chips rather than advancing NAND fabrication depth, illustrating how US export controls redirect Chinese semiconductor innovation sideways rather than stopping it.

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Extraction

Topics: export-controlssemiconductor-technologyai-hardwarechina-us-tech

Claims

  • Huawei built a 122.88TB AI SSD by repackaging memory chips rather than matching Samsung's 400+ layer 3D NAND technology.
  • A 245TB variant is also under development.
  • US export controls are causing Chinese firms to innovate around restrictions through packaging and integration rather than fabrication process advances.

Key quotes

China's Huawei's new 122TB SSD shows how export controls can move innovation sideways instead of simply stopping it.
Huawei just built a 122.88TB AI SSD by changing the package around the memory, not by matching Samsung's most advanced 400+ layer 3D NAND.