They are probably overestimating the increase in capacity by CXMT. Ever since they changed their fab design from the original plan it makes it harder to estimate the increase in production capacity. I doubt it will go all the way to 300k wpm without building more fab space.
A bigger question, at least to me, is what about Fujian Jinhua (JHICC) or the DRAM fabs which were supposed to be built by Unigroup. JHICC won its lawsuits against the US government and settled with Micron.
The US government no longer has an excuse to ban sales of semi tools to JHICC.
A bigger question, at least to me, is what about Fujian Jinhua (JHICC) or the DRAM fabs which were supposed to be built by Unigroup. JHICC won its lawsuits against the US government and settled with Micron.
The US government no longer has an excuse to ban sales of semi tools to JHICC.
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