“Huawei has 208,000 employees and operates in over 170 countries and regions, serving more than three billion people around the world.”

https://www.huawei.com/en/media-center/company-facts

“The company's commitment to innovation is highlighted by its substantial investment of 179.7 billion yuan ($24.77 billion) in research and development (R&D), accounting for 20.8 percent of its annual revenue. Its total R&D investment over the past decade has reached 1.249 trillion yuan ($172.21 billion).”

https://news.cgtn.com/news/2025-03-31/Huawei-reports-solid-2...

They have the incentive, the government backing, exist in a mature ecosystem of tech rivalled only by the US, … If any corp can do it, Huawei can

I rewatched the whole video and did not find where he said that. Quite the opposite, he says Chinese EUV academic research is at 2005 levels and is rather unimpressive.