I have a look at this news，and I found nowhere YMTC is being mentioned at all.
Chinese semiconductor thread II
- Thread starter vincent
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I have a look at this news，and I found nowhere YMTC is being mentioned at all.
If it’s not YMTC, who else could be causing this? Everyone else is cutting capacity.
Nobody is purchasing new SSDs because if they can't purchase GPUs and CPUs for gaming then what use is an SSD.
Manufactures cut productions in order to keep the price up，it happens in many industries，it happens in the Memory industry LONG before China enters the game
China's CXMT sweeps away Samsung and SK 'semiconductor veterans'
Among externally recruited engineers, 35% are from Samsung or Hynix.
Development of HBM3E·3D DRAM... K Semiconductor’s biggest threat
Mr. Kim, senior vice president in charge of development at China's Changxin Memory Technology (CXMT), the world's fourth-largest memory semiconductor company. He is a Korean who graduated from a prestigious university in Korea and worked in DRAM design and development at Samsung Electronics for 26 years. Mr. Kim, who moved to China in November 2019 after working as a research fellow (executive) at Samsung Electronics and an executive in charge of strategic marketing at an affiliate, has been leading CXMT's cutting-edge DRAM development for over five years. Thanks to this 'foreign team of engineers', CXMT has encroached on the traditional (legacy) DRAM market faster than the market expected, and is now jumping into the development of cutting-edge DRAM such as 5th generation high bandwidth memory (HBM3E) and 3D DRAM. I improved my skills to that extent.
China's CXMT sweeps away Samsung and SK 'semiconductor veterans'
As a result of the Korea Economic Daily's analysis of 381 current and former CXMT executives and employees who disclosed their careers on the business platform LinkedIn on the 30th, 145 (38.1%) were former engineers at a global semiconductor company. Of these, 51 were confirmed to have moved to Samsung Electronics and SK Hynix. Most of them are deployed in the cutting-edge semiconductor development department, such as HBM3E and 3D DRAM, and play a key role in enhancing CXMT's technological capabilities. Some analyzes say that if you include executives and employees who do not use LinkedIn or have hidden their careers, there will be more than 1,000 external engineers working at CXMT.
Contrary to industry expectations that engineers who lost out in the competition for promotion would mainly transfer jobs, it was discovered that a large number of high-level technical executives also moved to CXMT. A representative example is Mr. S, who was in charge of semiconductor development at Sony for 25 years and then oversaw image sensor research and development (R&D) at SK Hynix Japan since November 2019. He worked as a 'research fellow' (senior research executive) at CXMT in 2022 and passed on semiconductor know-how from Sony and SK Hynix.
A senior industry official emphasized, “CXMT is using high salaries to lure technical talent cultivated by Samsung Electronics and SK Hynix,” and added, “Special measures are needed to prevent the outflow of semiconductor talent and technology.”
What's your proof that "Nobody" is purchasing new SSDs? What kind of disk memory chips do you think are in laptop, pads and phones?
Yet as @gelgoog showed earlier in this thread, YMTC has finished building 2nd factory and is clearing land for a 3rd fab.
Laptop sales are flat. Phone sales are flat for apple and samsung and oppo. AI spending is growing. But consumer market is not growing and mostly flat. And YMTC is import substitution.
so, sales of SSD is not zero as you were implying, but that growth is minimal. Btw, if you look at phone sales out of China, it is going up.
The key isn't that YMTC is import substitution, but that it is just generally winning market share.
Pretty much all office work laptop and desktop need SSD, so do phones. You also have those cloud hyperscalers that need truck loads of ssds etc.
btw, this is actually the biggest news for me.
Samsung securities confirmed that CXMT is now on D1z. Or at least if they have a 16nm production, that is close to D1z and legit sufficient for DDR5. D1z is what Samsung & SK first used when they started DDR5.
Them being at 18.5nm in 2022 (D1x) show just how far they've come.
Edit:
My piece on this
bit density and process node basically indicate that CXMT now with DDR5 is at where Micron was when it came out with D1z. It's probably 5 years behind the leaders.
And big news if the came out with High-K Metal Gate.
From google AI on HKMG
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