Chinese semiconductor thread II

[bsdnf]

If China is exporting so many chips, which countries are losing market share they previously held?

None, the value growth mainly comes from DRAM and NAND, which are products in very short supply.

 

[sunnymaxi]

What percentage comes from domestic manufacturers, and what percentage comes from foreign manufacturers?

this boom is mostly related to historic memory prices and Ai

SK hynix Wuxi fab represents about 35% to 40% of its global DRAM output, while Samsung’s Xi'an plant represents roughly 35% to 40% of its global NAND flash capacity. and recently CXMT also started to export some of memory chips but it is still limited.

China's logic chips exports also increase but its modest growth as compare to memory. SMIC says foreign clients shifting orders back to China.

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@tamsen_ikard

 

[tokenanalyst]

What percentage comes from domestic manufacturers, and what percentage comes from foreign manufacturers?

The vast majority domestic companies.