The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive
YMTC 128 Layer NAND is the first semiconductor where China is technologically competitive with the leading edge firms from the Western sphere of influence.
Yields are improving and the 2nd fab is being filled with equipment. Once that milestone is reached, the 3rd and 4th fab will be built simultaneously.
Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
Many investors have feared the rise of the Chinese semiconductor industry, especially in equipment and chemicals. This alongside coverage from certain analysts has led to huge valuations in the Chinese equipment and chemical industry. This is a cautionary tale on trusting the word of analysts.
Micron to Sell Lehi, Utah, Fab to Texas Instruments for $1.5B.
This is the fab that was part of the Intel/Micron IMFT joint venture. It currently produces 3D X-Point and NAND memory. Intel will need to ramp Optane production at another fab like their New Mexico fab.
SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.