YMTC

Piotech recently acquired 无锡尚积 for its PVD/Etch/CVD lines, including 80% domestic share in VOx Target, TaN RF resistros, Hot Al fills, SiC backside metallization & getter films. Piotech now has deposition + etch + bonding + metrology as…

Chey Tae-won, chairperson of SK Group, wants to speed up chip plant expansion to avoid losing memory market share in Korea. He said, "If Chinese companies or U.S. Micron expand faster, Korea's market share will shrink," adding, "There is…

See the growth of YMTC & CXMT over the past 2 yrs. YMTC grew from 4% to 14% CXMT grew from 3% to 10% I'm curious what "others" in DRAM list is. Fujian Jinhua & Swaysure are likely to be increasing sales in recent quarters.…

Based on what Samsung has shown in its beyond 10nm timeline, CXMT's VSG/Vertical Surrounded Gate transistor here is akin to Samsung's VCT planned for around 2030. It seems like the 1st step toward fully 3D DRAM. I'd expect CXMT to be using…

According to an expert, YMTC's eSSD products have been getting trialed by domestic customers due to tight capacity at leading overseas OEMs; however, data center customers still prioritize eSDDs from Samsung, SK Hynix, and Micron. $MU…

Expert Takeaways: Samsung > Samsung's Production & Sourcing Shift: Samsung is reallocating 10%+ of its 1c node capacity from LPDDR5X to HBM by 2027, while its mobile division relies on a multi-supplier strategy rather than prioritizing…

Btw YMTC desire to apply its 3D stacking tech to DRAM is known for yrs so expect it to take that path pretty early on & do so aggressively. NAND is just easier than DRAM, so a company flush with cash like CXMT can get in pretty easily.…

K.S. Pua in his recent interview with Storm Media @stormmedia_jp > While logic chips (GPUs and CPUs) receive primary attention, the two largest physical constraints behind AI infrastructure are electrical power and memory (DRAM and Flash).…

Note to FT folks, I can probably provide you better commentary than Bernstein ppl you interview. A recent update on SMEE website now showcase SSC800, the KrF scanner in the 800 series. Indicating SMEE confidence in its reliability. YMTC…

LPDDR6 supply will be tight initially. Xiaomi 18 Fold will use a mix of CXMT & SK supply. Implication here is that Chinese OEMs are waiting for CXMT & YMTC to be their white knight & supply the memory chips needed to lower their cost by…

The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a…

Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which…

Story 2, Shanghai. Unitree is down 45%+ from its IPO peak. Not a robot story. A supply story. Alibaba's record share sale and YMTC's IPO plans landed the same week. The cost of the AI build-out just got handed to new shareholders.