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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (84921)	4/20/2020 7:43:08 AM
From: Sam	Respond to of 95353

I will just add this to the previous post: China's semiconductor companies have been "on schedule" only by continually revising their schedules.

To: Sam who wrote (84921)	4/20/2020 7:58:21 AM
From: Elroy	1 Recommendation Recommended By Sr K Respond to of 95353

Chinese NAND Flash manufacturer YMTC submitted samples of its 128L 3D NAND products to storage controller chip suppliers in 1Q20 Hmmm, other than SIMO and Phison, who is a controller chip supplier? I wonder if China has any internal NAND controller makers? Probably, but I've never heard of them. YMTC’s production capacity is projected to occupy about 8% of the total NAND Flash output in 2021 Wow. That's a lot of new capacity. SIMO says they expect their market share of client SSD to go from ~33% to 40% over the next few years. Maybe one reason is they expect to get all of this new capacity from YMTC, that would make sense.