Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory manufacturers in the world—Micron. According to analysis from Citrini Research and their proprietary data, CXMT is projected to produce about 350,000 DRAM...

A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.

Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.

  • Avid Amoeba@lemmy.caOPEnglish
    14·
    6 hours ago

    Do you think they’ll stop expanding after filling the consumer memory market though?

    • Rentlar@lemmy.caEnglish
      61·
      6 hours ago

      I don’t think so, domestic electronics manufacturers have an enormous need for memory that is performant but doesn’t necessarily need the top-of-the-line, and probably China’s government is pushing to reduce the need for imported memory components from Korea or Taiwan as well, so demand for production is there coming from both the private and public sector.

      • FiniteBanjo@feddit.onlineEnglish
        2·
        2 hours ago

        They would outpace demand regardless in order to undercut competitors at a loss, just like they did with Cobalt alloys and electric vehicles.

        Only a matter of time before the rugpull if we let them in.