With an investment of more than 200 billion yuan, China's memory chips are hard to be used by the giants of the United States and South Korea to win the victory
In the past, mobile phone storage started with 8GB, then 16GB, 32GB, 64GB, and now it is 128GB and 256GB, and there are 1TB and 2TB as large storage versions.
Why is the storage capacity getting bigger and bigger?The reason for this is that the cost of memory chips is getting lower and lower. Let's take a look at the current SSD market: 1TB** is just over $200, compared to $1,000 3 years ago.
Why are memory chips so cheap?On the one hand, because of the continuous advancement of technology, the storage density is getting larger and larger, so the unit capacity is getting lower and lower. On the other hand, affected by the industry cycle, it is currently at the lowest point of the market, so it is **low.
In addition, there is another very important reason, that is, the birth of the king of domestic convolution, which made Samsung, SK hynix, and Micron dare not sell memory chips, and the monopoly was broken.
And this so-called domestic volume king, is Yangtze River Storage, founded in 2016, in only 7 years, to achieve a breakthrough from 0 to 1, but also from 1 to 100 leapfrog development.
In 2016, YMTC was established, focusing on NAND flash memory chips, in 2016, China consumed nearly half of the world's memory chips, and the domestic NAND flash memory production capacity was 0, 100% relying on imports from abroad.
YMTC was founded in this context, determined to allow Chinese to use China's own NAND flash memory. In 2017, YMTC lived up to expectations and launched the first 32-layer 3DNAND flash memory, 4-5 years later than international giants such as Samsung.
However, YMTC is not in a hurry and has been working hard, and in 2018, YMTC developed a core technology - XTACKING (crystal stacking).
In 2022, YMTC became the world's first company capable of mass-producing 232-layer NAND flash memory stacks, which is more advanced than Samsung, SK hynix, Micron and other companies.
In terms of market share, it was 0% in 2016, about 1% in 2020, and about 5% in 2022.
Since its establishment in 2016, until some time ago, it has only 7 years of history, and in the past 7 years, YMTC has invested a total of more than 200 billion yuan, and only the giants Samsung, Micron, SK hynix, etc., have just won in technology.
However, in 2022, the United States saw the progress of YMTC and, with fear, put YMTC on the entity list, prohibiting advanced equipment from entering.
The question is: what will be the impact of the ban on the Yangtze River?After all, in the field of semiconductor equipment, the United States, Japan, the Netherlands, etc. occupy a monopoly position.
However, memory chips and logic chips are a little different, logic chips are constantly moving towards advanced manufacturing, reaching 3 nanometers, while memory chips are different, can not continue to move forward, memory chips at 15 nanometers, can no longer reduce the process, because the more advanced, the more unstable.
Therefore, it is not as difficult as imagined to replace domestic memory chip equipment, many domestic equipment already have alternatives, and Yangtze River Storage has never been alone, there is another ** chain in China, and the strength of the whole country is working together.