NAND flash from Yangtze Memory and DRAM from Changxin Memory are already available.
It is just a matter of time all of these blood sucking China bashing foreign semiconductor companies will bleed dry
from China market.
First China-Built DRAM Chip Reaches Market
By He Shujing and Han Wei / Jun 12, 2020 04:27 AM /
picture
China’s first domestically built DRAM chips, developed by ChangXin Memory Technologies Inc., reached the market in a step forward in the country’s long-pursued effort to enter a lucrative electronic sector dominated by foreigners.
Several memory devices powered by ChangXin’s DRAM chips have appeared on the domestic market since May. Leading flash storage producer Shenzhen Longsys Electronics Co. Ltd. said May 15 that ChangXin’s chips passed related tests and would equip three of its storage products.
ChangXin’s chips have met basic criteria but may still fall short of capability requirements of higher-end customers compared with products of industry leaders, an analyst said. DRAM chips, for dynamic random access memory, are essential building blocks for storing information in most electronic devices such as computers and smartphones.
ChangXin is among a handful of Chinese chipmakers exploring DRAM production and has invested 15 billion yuan in the campaign. Most of the world’s DRAM and NAND, the other major kind of memory, are currently produced by South Korea’s Samsung and SK Hynix, as well as U.S. producer Micron Technology, which collectively control 90% of the global market.
These can be improved quickly. Remember, by the end of 2020 China will have over 500,000 ppl working in its semicon industries (700K is required by end of 2020). There is strength in numbers, they will work night and days, a year could be measured in months.Yeah, the first step of a long journey. I read that YMTC(Inntron) has problems with low yield due to the complicated Xtacking architecture.
CXMT is using iirc 17/19mm for DRAM, 2 generations behind Samsung/Hynix.
Still better than nothing when most industrialised nations don't even bother to be completely self-sufficient for tech supply.
So how exactly are Yangtze and Changxin doing?
YMTC said they would be producing 128-layer in large numbers this year. Well, the fourth quarter is about arrive and it doesn't seem like that's happening?
CXMT also seems kind of slowed down. I think (correct me if wrong) that the leaders are at 10nm. CXMT's at 19nm and said they would be doing 17nm sometime... I'm still waiting.
I know America implemented equipment export restrictions in the middle of this year. Hopefully they didn't have an impact.
After successful mass production, ChangXin started looking for an outlet for the product. One of the first customers was Shenzhen Longsys Electronics, a manufacturer of RAM modules. In May, the company announced that ChangXin’s chips have passed the review round and are certified for use in its three storage products.
According to a veteran in the semiconductor industry, early adopters like this often had low quality requirements, making it easier to become ChangXin customers. Next, the Chinese company needs to move towards contracts of consumer electronics manufacturers, such as smartphones or laptops. If an agreement is reached, it will be a breakthrough for a newcomer to make DRAM like them.
So how exactly are Yangtze and Changxin doing?
YMTC said they would be producing 128-layer in large numbers this year. Well, the fourth quarter is about arrive and it doesn't seem like that's happening?
CXMT also seems kind of slowed down. I think (correct me if wrong) that the leaders are at 10nm. CXMT's at 19nm and said they would be doing 17nm sometime... I'm still waiting.
I know America implemented equipment export restrictions in the middle of this year. Hopefully they didn't have an impact.