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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%4:00 PM EST

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From: Sam12/7/2019 1:13:58 AM
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Very interesting article on China's DRAM ambition and progress (and lack thereof).
ChangXin Emerging as China’s First & Only DRAM Maker
By Junko Yoshida 12.03.2019

ChangXin Memory, formerly known as Innotron Memory, claimed the company has become — officially — “China’s only DRAM producer.” Having completed its Fab 1 and R&D facility in Hefei, ChangXin is currently running 20,000 wafers per month.

SHENZHEN, China — ChangXin Memory (CXMT) has claimed the distinction of being — officially — “China’s only DRAM producer.”

China is boastful of its plan to produce homegrown memory devices, but aside from the NAND flash memory in the works at Yangtze Memory Technologies Co., Ltd. (YMTC) and NOR flash designed by GigaDevice, China has had more ambition than results.

Creating DRAM would be a big step in validating China's semiconductor ambitions, but industry opinion has been split on whether China can deliver DRAM at all. Even if it does, observers ask how soon China can start shipping commercial DRAMs in meaningful volume.

ChangXin claims to be already doing it. Surprise.

continues at eetimes.com
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