Chinese semiconductor thread II

J

justinlee

Just Hatched
Registered Member
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
 
L

latenlazy

Brigadier
justinlee said:
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
Click to expand...
If it’s outsourced it’s not internal R&D lol.
 
PopularScience

PopularScience

Senior Member
Registered Member
justinlee said:
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
Click to expand...

The most valued XStacking is internal RnD, and he is leading in this area.
 
sunnymaxi

sunnymaxi

Colonel
Registered Member
justinlee said:
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
Click to expand...
i don't trust even a bit on these Zhihu articles. these people likes to exaggerate negative things but completely ignore the positive information. let me clarify one by one
-----------------------------------------------------------------------------------------------------
if they really outsourced research then its not internal R&D. it means author really have no idea what he is talking about.

In HoUsE dEvelOpmEnT CaPaBiLiTy iS wEak. HAHAHAHAHAHAHAH :D

but YMTC did invent groundbreaking Xtacking technology, a world-leading 3D NAND architecture. which reportedly Samsung and SK hynix wants to use in their 400 layers Flash memory.

Please, Log in or Register to view URLs content!
----------------------------------------------------------------------------------------------------------
it is relatively easy to target software coz EDA once was China's weakest link but its not anymore.

since Q3, 2025 YMTC switched to domestic Empyrean EDA.

Please, Log in or Register to view URLs content!
------------------------------------------------------------------------------------------------------------
Numbers don't lie.

despite all problems you mentioned. LMAO

YMTC's Q1 2026 revenue surpassed RMB 20 billion (approx. USD 3 billion), more than doubling year-over-year as the memory giant experienced explosive growth.

YMTC record breaking revenue 2026.jpg

DeSpItE aLl tHe PrObLem.

YMTC got huge amount of money for third phase expansion just 2 weeks ago.

YMTC & XMC are getting a huge injection of capital 260B RMB/$38B for expansion of 3D NAND & DRAM. YMTC phase 3 expects to enter production this yr w/ 2 more coming up.

https://twitter.com/i/web/status/2050021255122722829

the fact is, YMTC is the single most successful Integrated circuit company in Mainland China right now.
 
S

snake070

New Member
Registered Member
justinlee said:
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
Click to expand...
Huo Zongliang

Education Background: Ph.D. from Peking University, majoring in Microelectronics and Solid-State Electronics. He also completed both his undergraduate and master's studies in the microelectronics program at Peking University.

Core Identity: Currently serving as the Chief Scientist of Yangtze Memory Technologies Co., Ltd. (YMTC). He was previously a researcher and doctoral supervisor at the Institute of Microelectronics, Chinese Academy of Sciences.

Core Technical Contributions (Related to Hybrid Bonding): He is the key figure behind YMTC's proprietary Xtacking® architecture. The core of this architecture is precisely the use of Hybrid Bonding technology to bond memory cells and control circuits after they have been manufactured separately. He recently stated publicly that hybrid bonding technology will drive the integration of future HBF memory and high-performance computing chips.

YMTC has filed over 10,000 patent applications, and in the core area of hybrid bonding alone, it holds over 70% of the world's core patents.


YMTC's Xtacking technology is something even Samsung and SK Hynix have to license, and that author claimed that 70% of it is not their own technology... that article looks like a joke, purely written to smear for the sake of smearing.
 
T

tokenanalyst

Lieutenant General
Registered Member
.
justinlee said:
I just read an article called "Why I Don’t Trust A-Share Semiconductors" from Zhihu. If the content is partially true, then YMTC has troubles.

Please, Log in or Register to view URLs content!

Core claims about YMTC:
• ~70% of internal R&D is outsourced; in-house development capability is weak. Process software is purchased rather than developed; in-house software is reportedly buggy.
• Daily focus is allegedly on refurbishing the premises to receive government delegations.
• Excessive headcount of outsourced workers; constant friction between full-time and outsourced staff.

Discriminatory treatment of outsourced workers cited:
• Banned from the morning shuttle bus even when seats are empty.
• Cannot swipe into the cafeteria after 11:30; banned from using the company microwave.
• In meetings, outsourced staff sit on stools around the perimeter rather than at the table.

Contrast drawn with Samsung/Hynix:
The author references the news that Samsung’s union announced an 18-day strike over unfair bonus allocation — Hynix removed its bonus cap on the back of the AI boom while Samsung did not, so workers are pushing for a larger share of AI-driven profits. The author’s framing: foreign workers fight collectively for everyone’s share of the AI dividend, whereas at YMTC the in-house staff fight to keep outsourced workers away from the microwave.
Click to expand...
"Wow some random money guy in the internet have grievances with some company, that its, is over"
That is just social media crap.
Why you even waste your time, our time and this thread writing space by posting from some social media random money guy who don´t even bother to source his claims?
Semiconductor manufacturing is a hard job, is not as fancy as finance. Fabs are basically high tech sweatshops because what matters are results and margins no if you do humans sacrifices to an eldritch ancient Mesopotamian entity to get good yields.

1778932509518.png
 
M

Michael90

Senior Member
Registered Member
tokenanalyst said:
.

"Wow some random money guy in the internet have grievances with some company, that its, is over"
That is just social media crap.
Why you even waste your time, our time and this thread writing space by posting from some social media random money guy who don´t even bother to source his claims?
Semiconductor manufacturing is a hard job, is not as fancy as finance. Fabs are basically high tech sweatshops because what matters are results and margins no if you do humans sacrifices to an eldritch ancient Mesopotamian entity to get good yields.

View attachment 175112
Click to expand...
To be fair, Taiwan probably has the worse company reputations when it comes to how their tech companies treat workers (despite being a democracy lol). Just have to look at how Foxconn used to treat their workers in China , almost as slaves, same reason why Indian workers have strike and protested several times at wisteria and Foxconn factories in India etc. Taiwanese companies are notorious for labour abuses. Not particularly sure why they are so ruthless.
 
You must log in or register to reply here.
Top