NAND

YMTC Increases Technical Capabilities While Commerce Department Dithers

Posted on by China Tech Threat
A new report from Dylan Patel of SemiAnalysis paints a picture of a NAND chip market over which Chinese chipmakers like YMTC are poised to grab massive market share. Over the past few years, the NAND chip market has enjoyed explosive growth, with Patel writing that “the number of bits of NAND manufactured and shipped has grown at a pace of 30% to 35% every year.” Earlier this month, YMTC announced the ability to develop 232-layer chips, a major technological breakthrough that puts it on par with rival global leaders. Writes Patel, “YMTC is not just a copycat with trailing edge technology like many erroneously perceive Chinese semiconductor companies on the leading edge. They are building their own innovative and… Read More

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

Posted on by China Tech Threat
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