The Rise of Chinese Memory

[soAsian]

We dive deep into China's memory industry, including its DRAM manufacturing, NAND Flash solutions, HBM, and alternatives to Micron, SK Hynix, and Samsung. China has been met with cynicism, technological blockades, and export controls as it has aimed to grow its semiconductor industry, but in spite of all of this, it has established a foothold. At a time when RAM prices are higher than ever due to AI use cases, like OpenAI reserving 40% of the memory capacity into the future, more people have become interested in CXMT, YMTC, and Fujian Jinhua -- but CXMT in particular -- for DDR5 and DDR4 alternatives. This documentary delves into the history of these companies and their current trajectory while also covering the geopolitical debate surrounding them.

 

[tonyget]

I didn't know he speaks Chinese

 

[Paul2]

Obviously, mainlanders are feasting at the expense of the memory cartel now.