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.

  • Dave.@aussie.zoneEnglish
    9·
    3 hours ago

    nationalize Micron

    No, no, no, you don’t understand, that doesn’t happen in the US.

    What will happen is that they’ll get a trillion dollar bailout, a yuuuuge amount of protectionary tarrifs on overseas competitors and then some other company will scoop them up with no obligations.

    And then - and this is very important - maximum profit will be extracted from consumers, who end up being measurably worse off.