Chinese semiconductor industry
- Thread starter Hendrik_2000
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Two years? What does it mean? YMTC's 232L TLC chips and 232L QLC chips went into market earlier than any other companies.
YMTC does not produce 232L 3D-NAND in volume that would make an impact. It's not when a new technology is introduced, it's when it is produced in mass that counts.
Well, by this logic, YMTC is not two years behind, but 20 years behind. YMTC's whole throughput is just a small fraction of the NAND market after all.
Both Micron & Hynix had >10K wpm of 2xxL 3D-NAND as far back as 1Q22. No one considered that as the 'N' node. YMTC was ramping its 232L close to 10K wpm then last October's US BIS restriction came in. Since then, its 232L output has been very limited. YMTC's 100K wpm capacity is split between 128L & 64L 3D-NAND at the moment. Their 'N' node is considerred to be 128L node.
The Big4 of 3D-NAND all have significant volume at 176L nodes and above. This is probably why the comment on YMTC being '2yrs behind'.
The last I checked, Micron is already running both their 232L & 276L 3D-NAND at monthly volume at each nodes higher than YMTC ever had with their 232L. If we consider 10-30K wpm as significant volume, then YMTC is technically behind Micron by ~2-3 nodes. So I think the article claiming '2 years behind' is being kind. Micron is leading the 3D-NAND technology race, but their over volume is mere 50% larger than YMTC at the moment, so they don't make much impact on the over-all scheme of thing in the 3D-NAND market either.
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TI is not shutting down its MCU R&D operation but merely moving it out of China. Is this continuance of Chinese & western ecosystem really a good thing in the long run?
Based on TI's income statement these past few quarters, it doesn't look like they are getting hurt by domestic MCU players, yet. Their y/y revenue decline is in-line with the industry and not too different from SMIC. Their Operating Margin is still above 40%, down quite a bit from last year, but still very healthy. I'm not sure it's time to count your chickens and declare domestic competition is hurting TI.......again, the key word is: 'yet'.
has anyone studied TI's financial in detail that could shed more light on their situation?
The article says that "Ti relocated the entire MCU product line to India"，which is weird. Since Ti has no fab in India, nor does India has any fab that Ti can outsource it's chip production to.
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