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Accelerating "de-beautification", Yangtze River Storage will slowly increase its NAND chip output.

Published :9/23/2020 7:05:13 AM

Click Count:2103

Recently, accelerating the localization of chips has become one of the most important issues for Chinese technology companies. The Chinese memory chip design and manufacturing company-Yangtze Memory is accelerating production. Yangtze River Storage will slowly increase its NAND chip production in order to gain more market share. According to previous statistics from DRAMeXchange, the global NAND flash memory industry's revenue in the second quarter of this year increased by 6.5% to US$14.5 billion (approximately 100 billion yuan), and Yangtze Memory, which has increased its memory chip production, is expected to continue to grow from this. In the market.

In the past two years, YMTC has successively begun mass production of memory chips. In September 2019, YMTC announced the mass production of its 64-layer 3D NAND flash memory chip. After the world’s first 128-layer QLC memory chip was released in April this year, it is expected to achieve mass production by the end of this year.

Foreign media quoted news from the industry chain and reported that YMTC will increase the shipments of NAND flash memory, but it will increase slowly and will not increase rapidly. The industry chain has not disclosed the current shipments of YMTC NAND flash memory. And the extent of improvement.


For the rapid development of the Yangtze River Storage, memory chip manufacturers in the United States, Japan and South Korea have long been worried. In May last year, foreign media reported that with the mass production of Yangtze River memory chips, international memory chip competition will intensify and prices are likely to be impacted. This is obviously detrimental to the US, Japan, and South Korea memory chip exports.


Now, Yangtze River Storage has begun to increase NAND chip production, which may mean that the previous concerns of foreign companies are accelerating to become a reality. It is worth mentioning that, affected by the recent adjustment of US chip export regulations, Yangtze River Storage has recently formulated an opportunity to "speed up self-research" and step up testing of the production line of "Wumei" equipment.


According to sources, the current localization rate of Yangtze River storage equipment is about 30%, and under the goal of accelerating "de-beautification", the company's goal is to replace 70% of its equipment with domestic equipment. For the United States, while Yangtze River Storage is increasing production and increasing competition with foreign companies, it is also seeking to "de-beautify", which will not be conducive to US equipment exports to China in the long run.

The full name of Yangtze Storage is Yangtze Storage Technology Co., Ltd. It was established in July 2016 and is headquartered in Wuhan. It is an IDM (design, manufacturing and testing) integrated circuit company focusing on the integration of 3D NAND flash memory design and manufacturing. It also provides complete Of memory solutions, committed to becoming the world's leading NAND flash memory solution provider.

YMTC provides partners with 3D NAND flash memory wafers and pellets, embedded memory chips, consumer and enterprise solid state drives and other products and solutions, which are widely used in mobile communications, consumer digital, computers, servers and data centers.

In October 2017, YMTC successfully designed and manufactured the first domestic 3D NAND flash memory through a combination of independent research and development and international cooperation. In September 2019, the 64-layer TLC 3D NAND flash memory equipped with YMTC's independent innovation Xtacking® architecture was officially mass-produced.