Chinese semiconductor thread II

[tphuang]

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Norelsys is the first chip house in China to design and supply 12G Automotive SerDes chip. It has over 20 chips that meet HSMT standard and covers 2 to 12.8 Gbps, enough to satisfy 15MP camera and 4K@60Hz + 4D MMW radar. It had 17m deliveries by end of 2025.

 

[tphuang]

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Numerous links here on the same story of YMTC phase 3 going into production in 2026, just a year after construction started in 2025/9. Its market share is already up to 10%. Huge demand for it in AI, high performance NAND & QLC.

You can see that it's part of Optical valley. 20.7B RMB of registration for this project so far. YMTC controls 50.19% of shares here & 湖北长晟三期 investment fund controls 49.81% share.

Expecting domestic equipment to be 70%+ here vs 50% in phase 2 plant & 30% in phase 1 plant.

YMTC is in Huawei, Xiaomi supply chain. Its industrial SSD is used by Alibaba & Tencent cloud. Order backlog is full until Q2.

 

[jli88]

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Numerous links here on the same story of YMTC phase 3 going into production in 2026, just a year after construction started in 2025/9. Its market share is already up to 10%. Huge demand for it in AI, high performance NAND & QLC.

You can see that it's part of Optical valley. 20.7B RMB of registration for this project so far. YMTC controls 50.19% of shares here & 湖北长晟三期 investment fund controls 49.81% share.

Expecting domestic equipment to be 70%+ here vs 50% in phase 2 plant & 30% in phase 1 plant.

YMTC is in Huawei, Xiaomi supply chain. Its industrial SSD is used by Alibaba & Tencent cloud. Order backlog is full until Q2.

Confused, I thought that YMTC was going 100% domestic. Is that a smaller experimental line?

 

[tphuang]

Confused, I thought that YMTC was going 100% domestic. Is that a smaller experimental line?

well, there are many production lines in each fab. Each plant will eventually produce 100k wpm. The first all domestic production line is almost assuredly going to be in phase 2 fab.

It's unclear to me whether 50 & 70% are truly going to be accurate since these are all estimates and will depend on how well the all domestic line works out. It is certainly reasonable for them to continue to use some ASML and TEL machines on other lines until the yield all on domestic line rises to the same level.