After Huawei was sanctioned, the "big knife" of the United States once again "cut" at Chinese companies. According to the latest news, 36 Chinese companies, including Yangtze River Storage , Shanghai Microelectronics, etc., were included in the "Entity List", and a new round of sanctions is coming! It has been basically determined that these companies that have been added to the "Entity List" will no longer be able to do business with US companies. Although on the surface, these companies can still cooperate with American companies after obtaining permission from the United States, the possibility is almost zero.
Among the 36 sanctioned companies, one company has a very prominent name, and that is Yangtze River Storage. The reason why the author pays special attention to this company is because Laomei’s attitude is quite deliberate. Why do you say this? I still remember that after the release of the iPhone14 series, rumors broke out that the Chinese version of iPhone14 will use NAND flash memory chips from Yangtze Memory.
After the news leaked out, what was surprising was that Yangtze Memory did not express its position, and Apple did not respond. However, the United States could not sit still and publicly warned Apple, "If Apple purchases memory chips from Yangtze Memory, it will face strict scrutiny by the United States." This kind of "no three hundred taels of silver here" is indeed very deliberate and suspicious. Is Yangtze River Storage really so terrible? Having said that, what is the origin of Yangtze River Storage?
Yangtze Memory is a memory chip manufacturer established only 6 years ago. It focuses on the design and production of 3D NAND flash memory chips. In the domestic memory chip market, Yangtze Memory has grown into a leading company. The global memory chip market has always been monopolized by the United States, Japan and South Korea. Companies such as Samsung , Hynix and Micron occupy more than 90% of the entire market. It was not until the emergence of Yangtze Storage that the market structure changed. In just five or six years, Yangtze Storage had captured about 5% of the market share from giants in the United States, Japan and South Korea, and its strength should not be underestimated.
The biggest advantage of Yangtze Memory is that it has two self-developed core technologies, one is Xtacking technology, and the other is 3D stacking process platform. Based on the blessing of two self-developed core technologies, Yangtze Memory has achieved mass production preparations for 232-layer 3D NAND flash memory chips, surpassing Micron, Samsung and SK Hynix , and has taken the lead in achieving mass production of more than 200-layer NAND flash memory chips. From the perspective of technical strength, Yangtze Storage has almost equaled these "industry predecessors". This is one of the main reasons why Yangtze River Storage is regarded as an "eyesore" by the United States.
The last company that was regarded as a "thorn in the flesh" by the United States was Huawei. As the hope of " China core ", Kirin chip has been "stuck" and almost reduced to a swan song. Now it is Yangtze Memory's turn. So the question is, is the only hope of "China core" about to be extinguished?
is different from Kirin chips. The memory chips that Yangtze Memory specializes in do not have such high requirements for the process technology . Relying on mature process equipment and technology, we can already ensure the normal production of memory chips. In addition, Yangtze Storage insists on independent research and development and has a complete supply chain. Basically, Yangtze Storage still has room for survival despite the heavy blow.
all know that China is the largest market for purchasing chips and , and among the chips imported every year, memory chips account for a high proportion. Therefore, as long as Yangtze Memory can achieve self-sufficiency in memory chips, "China Chip" will hopefully break the "stuck neck" dilemma. First establish a foothold in the mature process chip market, and then move towards the high-end process chip market, step by step! What do you think about this? Welcome to leave comments and messages!
