The Impending NAND Apocalypse Reinforces China’s Drive for Global Tech Supremacy

Dr. Roslyn Layton recently talked with Dylan Patel, a leading semiconductor industry analyst, about the evolving nature of the semiconductor industry as it relates to security, technology, and the recent NVIDIA hacks.During the conversation, Patel also highlighted the NAND market and impending “NAND Apocalypse” given China’s investment vis-a-vis their “Made in China” plan. He stated, “The NAND apocalypse is the result of Chinese subsidies into semiconductors, totaling roughly $250 billion across 2020 to 2025. They’re ‘Made in China’ plan has them going to a very high percentage of domestically produced chips. And NAND is a critical component within that… YMTC is able to produce NAND memory chips, critical memory that’s used in nearly every device and server and military… Read More