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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: Elroy who wrote (85951)11/17/2020 9:45:48 PM
From: Sam   of 95546
 
From your article:

At present, the main product of Yangtze Memory's mass production is 64-layer TLC flash memory, which has been adopted by a large number of manufacturers' SSD hard drives.

They aren't actually producing the 128 layer chip that the article appears to be touting. The article seems at times like gibberish to me. It says, for example, "Yangtze Memory showcased a 64-layer, a 128-layer stack of flash memory this time, of which the former is the first 64-layer flash memory developed and mass-produced by a Chinese company. It is based on the Xtacking stacking architecture, and the storage density per unit area is the largest in its class."

It also says this: "After announcing the successful development of 128-layer QLC 3D flash memory on April 13 this year, Yangtze Memory Technologies, China's top memory chipmaker under the umbrella of Tsinghua Unigroup..." T.U. just defaulted on a $197m bond but they have successfully developed a 64 layer NAND chip that has been adopted by "a large number of manufacturers"? And have also developed a 128 layer successor to that chip?

Dubious. I don't think Kau would have resigned if things were going well for T.U. Let's remember: Xtacking was tried and rejected by other chip manufacturers. That is why YMTC got the rights to use it. No one cared. It is a dead end.
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