SMIC is Shanghai, as they're the most prolific user of ASML machine, so that's their trump card. Huawei is Guangdong as they build a lot of technology cluster to support its technology development. So what about Beijing? will there be a champion to carry them? From what I'm seeing they will become a R&D center to support both of them.
Beijing has SMIC beijing, Naura, RSlaser, Loongson. Shanghai has SMIC shangshai , Huahong, Unisoc, SMEE, Huawei Shanghai.
Shenzhen has SMIC shenzhen, huawei and its fab and byd and its fab, cansemitech
Guangdong has lost of factories due to trade war since 2018 and tariff war currently.
So, local government have to plan for manufacturing that made stuffs that China market can use and not depending on other markets to absorb its traditional overcapacity.
Sicarrier duplicates everything Naura and SMEE do.
Shenzhen government invest alot in those area. I think they want to keep everything in that area and have new type of manufacturings.
It doesn't want to depend on other regions like beijing or shanghai.
"enriched water be kept inside"