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
    921·
    22 days ago

    This shit is so over. This gang ain’t gonna collude on price with Micron. They’re in for eating Micron. First its market share, then its IP by buying it for pennies on the dollar.

    Especially pay attention to the CCP’s directive to share IP among RAM manufacturers. They appear to be looking at this problem as a supply shortage of an essential component for the rest of the economy, which it is. But that also means they aren’t playing for profit.

    • cyd@lemmy.worldEnglish
      5·
      21 days ago

      aren’t playing for profit

      CXMT is probably the most profitable tech company in China right now.

      • Jajcus@sh.itjust.worksEnglish
        11·
        20 days ago

        But the country is not playing for profit of this single company, which would probably be the case in USA (as the company would have lobbying power yo secure that)