Changxin Changcun's two major Chinese memory chip giants have been suppressed by the United States, how are they developing?
After the U.S. crackdown, how will China's two major memory chip giants, Changxin and Changcun, develop?
2023 will be the worst year in 15 years for memory chip makers.
Due to the weak market, we have accumulated a large amount of inventory, only by constantly reducing the selling price, can we find the market and reduce the number of orders, and the competition between large manufacturers is also very fierce, so the selling price continues to decrease, and the lowest even dropped by 50%.
Customers who buy DRAM and NAND flash in 2023 are likely to have the most fantastic experience.
And the situation is even worse for Samsung, SK hynix, and Micron, according to this data, their memory costs will reach $150 billion by 2022.
Many people are grateful for the national stock, believing that despite the booming biscuit market, it is difficult for biscuit producers who do not have a national stock to blame for being so difficult.
In fact, there are many reasons for the construction of this huge cave, which was built in 2023.
So now the question is: what is causing the internal memory to slip badly? We already talked about this some time ago.
Initially, there were three companies in China, one was Yangtze River, which was known for its DRAM technology, and the other was Fujian Jinhua, which specialized in DRAM.
However, Jinhua has been constrained by Micron and has been slow to develop, and only Changjiang Automobile and Changjiang New Automobile Manufacturing Plant have made progress so far.
Through the Crystal Stack, from 64 to 128 to 232, YMTC is on par with international companies such as Micron and Samsung in terms of 232-layer process, and even surpasses Samsung and other companies, taking the lead in realizing the mass production of 232-layer 3D flash memory.
However, this idea was quickly thwarted by the United States, which tried to prevent us from developing 128-layer NAND flash memory and 128+ hardware and technology.
The memory of the Yangtze River now has 232 layers, very few, most of them are seized, most of them are 128 layers, it is said that the memory of the Yangtze River has developed to 232 layers, almost 120 layers, I don't know if it's true or not, but at least there is new progress.
In terms of market and capacity, YMM currently accounts for about 5% of the global share and 6% of the global capacity, but it is growing and is expected to account for 15-20% of the global capacity in the future.
In the case of Changxin, the DDR5 chips it currently produces are recognized as high-end DDR chips.
However, in terms of technology, Samsung, SK hynix, and Samsung are still behind Samsung, while Changxin's previous 21nm and 19nm processes are both 14nm.
And before that, the U.S. had already limited China's DRAM chips to 18nm or less, while restricting devices and technologies at or below 18nm.
However, some time ago, it was reported that Changxin Company has begun mass production of 185nm process memory, monthly production capacity of 100,000 units.
Changxin has also entered the second phase, which should be completed by the end of 2024 and will have the capacity to produce 14,000 chips per month, accounting for about 10% of the world's total memory chips.
While our DRAM and NAND flash memory have been hit hard, manufacturers have been proactive in updating their technology and productivity and gradually becoming more competitive.
Therefore, with the intensification of competition and the huge advantage of Chinese manufacturers, domestic memory chip producers will significantly reduce prices by 2023.
What they need to do is for domestic memory chip manufacturers to continue to develop new technologies, expand their production scale, increase market share, and then ** will decline, and customers will be able to maximize their use.