Chinese semiconductor thread II

[Wahid145]

Digitimes is reporting that YMTC has entered LPDDR5 sampling stage. They also claim half of the new Phase 3 fab will be allocated for DRAM.

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This is something I was hoping these two Chinese companies would eventually do. All top 3 Memory Makers make both DRAM and NAND simultaneously. So now YMTC is having both in the near future.

CXMT should start RnD into NAND Flash now and start thinking to mass produce in 2-3 years time. As far as I remember, NAND Flash is easier to get into then DRAM and CXMT already mastered DRAM!
@tokenanalyst you saw any patents or news that CXMT is getting into NAND? We kept hearing rumors (even patents perhaps) about YMTC getting into DRAM for at least 1-1.5 years now

 

[dropout003]

Promo video of SiCarrier from when it debuted. (Delete if it's a post)

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[tphuang]

Japanese news outlet AsiaNikkei too reporting the same information.

Massive expansion in memory production from both CXMT and YMTC.

1. CXMT is the world’s fourth-largest DRAM maker following Samsung Electronics, SK Hynix, and Micron (with a market share of approximately 11.1% based on production capacity), which could expand to about 13.9% by 2027.

2. YMTC’s NAND market share could expand from about 12% in 2025 to 15% by 2028.

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Looking at their charts. I think they are severely underestimating YMTC's willingness to add capex going forward and capacity. Even CXMT, their expansion is probably going to far outstrip the current estimates.

This is something I was hoping these two Chinese companies would eventually do. All top 3 Memory Makers make both DRAM and NAND simultaneously. So now YMTC is having both in the near future.

CXMT should start RnD into NAND Flash now and start thinking to mass produce in 2-3 years time. As far as I remember, NAND Flash is easier to get into then DRAM and CXMT already mastered DRAM!
@tokenanalyst you saw any patents or news that CXMT is getting into NAND? We kept hearing rumors (even patents perhaps) about YMTC getting into DRAM for at least 1-1.5 years now

There is a reason Micron got out of the consumer market and SK/Samsung are all cutting back or holding steady on NAND production. Demand is exploding in business, HBM and server DRAM market. That's where the money is being made.

CXMT has to dramatically increase DRAM production just to capture more of that HBM share. I wouldn't worry about it getting into NAND right now. NAND is just easier to develop.