Chinese semiconductor thread II

[tphuang]

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Chinese DRAM threatens K-memory with quantity offensive. DDR5 also close Behind

Have been following CXMT for the longest of time and for quite a while (2019-2022) they were not making a lot of headlines unlike YMTC. But looks like that's changing rapidly in last 2 years or so. They just started LPDDR5 one year ago and according to this report now they are mass producing DDR5 too. This is an amazing feat considering DDR5 started to come to mainstream products just 1 or 2 years ago (depending on AMD or Intel). I do not have much idea about the process node on their DRAM's if someone else can shade light onto it. The process node on DRAM is more funky with 1x 1z etc unlike Logic nodes.
I am quite certain this company will come to entity list sooner then later because they are starting to threaten Micron in the DRAM space. But just hope they are placing large amount of orders (and getting them into warehouse) from top suppliers like AMAT, LAM, KLA & ASML before the sanction hits. They are also planning to make a fab in Shanghai for HBM Packaging and so on.

this imo is a huge deal and we have seen several alarmist articles out of Korea now. SK and Samsung are clearly really alarmed about this and they should be. Chinese OEMs able to buy domestic DDR5 and LPDDR5 is a big deal. And they've clearly been expanding capacity really rapidly in the past 2 year.

 

[tonyget]

this imo is a huge deal and we have seen several alarmist articles out of Korea now. SK and Samsung are clearly really alarmed about this and they should be. Chinese OEMs able to buy domestic DDR5 and LPDDR5 is a big deal. And they've clearly been expanding capacity really rapidly in the past 2 year.

There doesn't seem to be big market for LPDDR5，as the mainstream DRAM used on smartphone is LPDDR5X

Also I haven't see the appearance of CXMT DDR5/LPDDR5 on any teardown so far，all teardowns that involves CXMT products are DDR4/LPDDR4 to date

 

[tphuang]

There doesn't seem to be big market for LPDDR5，as the mainstream DRAM used on smartphone is LPDDR5X

Also I haven't see the appearance of CXMT DDR5/LPDDR5 on any teardown so far，all teardowns that involves CXMT products are DDR4/LPDDR4 to date

hmm, you may want to look this up. A lot of phones are using LPDDR5 still. I would assume at this point, CXMT is only sending out some quantity of DDR5/LPDDR5. It takes a while to go from stocking up to landing on product.

 

[Wahid145]

There doesn't seem to be big market for LPDDR5，as the mainstream DRAM used on smartphone is LPDDR5X

Also I haven't see the appearance of CXMT DDR5/LPDDR5 on any teardown so far，all teardowns that involves CXMT products are DDR4/LPDDR4 to date

That's not the main point. The main point is CXMT is catching up pretty fast to Industry leaders. Similar to what YMTC did a couple of years ago. YMTC is/was on a different league all together. A company formed in 2016 became the most advanced NAND maker (in term of bit density). They literally flew too close to the Sun by talking with Apple to get them to buy YMTC's NAND and get it sanctioned.

I like CXMT, UniSOC approach more, they are staying quite until domestic SME are on par (give it 2 years more at most)

 

[Randomuser]

Any thoughts on YMTC's subsidiary: Wuhan Xinxin Semiconductor Manufacturing Co. (XMC)? Currently China's largest NOR Flash manufacturer and has plans to go into the high bandwidth memory (HBM) space. Also the company will be holding its IPO quite soon.

 

[gelgoog]

There doesn't seem to be big market for LPDDR5，as the mainstream DRAM used on smartphone is LPDDR5X

A lot of smartphones use LPDDR5 still. Only the leading edge models use LPDDR5X. And an SoC which supports one also supports the other in terms of physical connections. The choice of which memory to use is made by the smartphone designer considering price and performance.

Also I haven't see the appearance of CXMT DDR5/LPDDR5 on any teardown so far，all teardowns that involves CXMT products are DDR4/LPDDR4 to date

It takes a long time from having market availability of a chip to it showing up in mass produced products.
I have seen CXMT DDR4 in a lot of cheap SBCs coming out of China.

Any thoughts on YMTC's subsidiary: Wuhan Xinxin Semiconductor Manufacturing Co. (XMC)? Currently China's largest NOR Flash manufacturer and has plans to go into the high bandwidth memory (HBM) space. Also the company will be holding its IPO quite soon.

Actually XMC predates YMTC. XMC had a license to make NOR based on technology from Spansion.

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YMTC from what I understand was based around XMC staff and the technology was prototyped in their factory. Then they built a dedicated (huge) factory for YMTC to make their V-NAND products.

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XMC and Spansion were cooperating on developing V-NAND. Spansion saw the writing on the wall that NOR Flash was a shrinking business and decided to go into V-NAND. The thing is Spansion then merged with Cypress Semiconductor which meant they stopped funding development of V-NAND which continued at XMC.

 

[henrik]

That's not the main point. The main point is CXMT is catching up pretty fast to Industry leaders. Similar to what YMTC did a couple of years ago. YMTC is/was on a different league all together. A company formed in 2016 became the most advanced NAND maker (in term of bit density). They literally flew too close to the Sun by talking with Apple to get them to buy YMTC's NAND and get it sanctioned.

I like CXMT, UniSOC approach more, they are staying quite until domestic SME are on par (give it 2 years more at most)

After YMTC got sanctioned, there was a reverse a sanction.

 

[Randomuser]

Today the market kinda sucked for China. But it was good if you owned semiconductor stuff.

In fact for these last two months, Chinese semiconductor stuff seems to be finally picking up after a slow year.

 

[tonyget]

Is there any indigenous Chinese OS that is not based on Linux kernel？

 

[gelgoog]

Is there any indigenous Chinese OS that is not based on Linux kernel？

HarmonyOS NEXT can use LiteOS instead of Linux.