Chinese semiconductor industry

tokenanalyst said:

I don't think they will "collapse" but looks like that some of the policies are made by stoned teenagers.

When China announced "Made in China 2025". What was the European response? Industry 4.0
What was the United States response? A mumbo jumbo of incoherent policies that had achieve nothing.

Click to expand...

gelgoog said:

This is really positive news coming out of YMTC. It cuts dependence on what used to be a purely imported product with no domestic substitutes. Also, given the performance characteristics of YMTC memory, they really need a high performance controller specific to their memory to increase the value of their product to the consumer.

Click to expand...

tokenanalyst said:

YMTC's self-developed SSD controllers have been certified by PCI-SIG PCI-E, all with PCIe 4.0 x4 interface​

According to micronet news, recently, according to a report from tomshardware, YMTC is designing its own SSD controller. Recently, two of the controllers were validated for PCI Express compliance at the PCI-SIG workshop.

According to the data, YMTC's PCI-SIG-validated SSD controller series currently includes models PE310 and PE320, but there may be other controllers that are not listed in the PCI-SIG integrator list.

Both the PE310 and PE320 feature a PCIe 4.0 x4 host interface, designed for high-end drives, and may respectively support different numbers of NAND flash channels, the report said.

It is reported that the new generation of 3D NAND memory requires advanced error correction and signal processing algorithms. Therefore, since 2000, major NAND manufacturers have begun to develop SSD master control by themselves, instead of leaving it to a third party to ensure better product quality.

Historically, among manufacturers of 2D and 3D NAND, only Samsung and Intel have designed SSD controllers in-house, while other leading flash manufacturers have left SSD controller development to third parties. In many cases, a poor combination of NAND, controller, and firmware results in a poor-quality drive.

Please, Log in or Register to view URLs content!

Click to expand...

european_guy said:

This is what seems to be the original article:

Please, Log in or Register to view URLs content!

It would be interesting to know to which foundry YMTC will outsource the actual manufacturing. Maybe they will do in-house but it seems more natural to outsource it. I don't think they have free FAB capacity to dedicate to it now.

Click to expand...

gelgoog said:

"According to Digitimes, the above-mentioned people said that the launch of 192-layer 3D NAND flash memory chips is a milestone for YMTC. The company is trying to catch up with its larger South Korean and U.S. counterparts in the technology race.

YMTC has also expanded its monthly output to 100,000 wafers as the yield of the 128-layer 3D NAND flash memory process has improved to a satisfactory level, sources said. The company will soon complete construction of the second phase of its Wuhan-based facility, with equipment roll-in expected to start later this year. By the end of 2023, the monthly output of YMTC may exceed 200,000 pieces, and the global market share is expected to reach 7-8%."

Click to expand...

gelgoog said:

"According to Digitimes, the above-mentioned people said that the launch of 192-layer 3D NAND flash memory chips is a milestone for YMTC. The company is trying to catch up with its larger South Korean and U.S. counterparts in the technology race.

YMTC has also expanded its monthly output to 100,000 wafers as the yield of the 128-layer 3D NAND flash memory process has improved to a satisfactory level, sources said. The company will soon complete construction of the second phase of its Wuhan-based facility, with equipment roll-in expected to start later this year. By the end of 2023, the monthly output of YMTC may exceed 200,000 pieces, and the global market share is expected to reach 7-8%."

Click to expand...

Weaasel said:

Using equipment sourced mostly from where?

Click to expand...

Weaasel said:

Using equipment sourced mostly from where?

Click to expand...

So far, Yangtze Memory, also known as YMTC, has remained under the radar of the U.S. government. But the company is taking no chances. With the guidance of Beijing, it has launched a massive review of its supply chain in an effort to find local suppliers -- or, at least, non-U.S. ones -- to replace the current dependence on American technology.

The collective effort has occupied over 800 people, full time, and including staff from its multiple local suppliers, for two years. And they have not finished yet.

YMTC is seeking to learn as much as it can about the origin of everything that goes into its products, from production equipment and chemicals to the tiny lenses, screws, nuts and bearings in chipmaking machinery and production lines, multiple sources familiar with the matter said. The audit extends not only to YMTC's own production lines, but also to suppliers, suppliers' suppliers, and so on.

"The review is as meticulous as knowing where the screws and nuts are coming from, the lead time, and if those parts have alternatives," one person familiar with the matter told Nikkei Asia.
Each supplier is assigned a score for geopolitical risk, identified in many pages of documents detailing the components they use in its machines. YMTC has sent engineers to audit local equipment suppliers' production sites to verify that the origins of parts have been truthfully reported, one of the people told Nikkei.

American-made parts are scored highest for risk, followed by parts bought from Japan, Europe and those made locally, the person said. Meanwhile, suppliers are asked to provide corrective action reports to explain how they can together diversify procurement and find alternatives.

Click to expand...