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TAP TIMES       -12-                                    NOVEMBER 2022



                      Memory (from 11)                          China is where everyone wants to sell their
                                                                products. It is, after all, the world’s largest
        was largely an agrarian country.  Today,                semiconductor consumer.
        South Korea is one of the world’s largest
        technology development and manufactur-                  In 2020, China represented 53.7% of
        ing centers.                                            worldwide semiconductor sales or $239.4
                                                                billion out of $441.6 billion.  Of total chip

        DRAM triumvirate                                        sales, imports accounted for 83.38% or
                                                                $199.7 billion.
        The ruling DRAM market worldwide is
        comprised of a triumvirate: Samsung, SK
        hynix and Micron, in that order. The others
        have posted much smaller revenues, such
        as Nanya Technologies of Taiwan.


        The picture is slightly different where
        NAND (flash) memory is concerned.  Sam-
        sung is still the leader, but Kloxia of Japan
        (formerly Toshiba’s memory business)
        holds second place. This market will be
        worth $80.34B by 2025, Mordor predicts.                 CXMT is among the leading players in China’s memory semicon-
                                                                ductor market.


                                                                                   Leading players
                                                                                   ChangXin Memory Tech-
                                                                                   nologies Corp. is located in
                                                                                   Hefei City, Anhu Province,
                                                                                   and Yangtze Memory Tech-
                                                                                   nologies is headquartered
                                                                                   in Wuhan, a city that’s
                                                                                   gained notoriety because
                                                                                   of COVID. CXMT specializes
                                                                                   in DRAM, while YMTC fabri-
                                                                                   cates NAND (flash) chips.

                                                                                   YMTC was  funded  with 24
        U.S. tank s land at Inchon, Korea on Sep. 15, 1950, one day afer the battle of Inchon  billion by the Chinese gov-
        began. (U.S. Navy photo)                                                   ernment, the Hubei Provin-

        China’s ambitions                                       cial government and the Tsinghua Uni-
        China has been eyeing the memory mar-                   group. Tsinghua is majority-owned by the
        ket for at least a decade and the memory                University of the same name.
        fabs there are not yet supplying memory
        for export.                                             As of 2021, according to Wikipedia, YMTC,
                                                                which had developed a 64-layer NAND

        Among the most active are Yangtze Mem-                  flash memory, was planning to build a sec-
        ory Technologies and ChangXin Memory                    ond fab at the YMTC site.
        Technologies.                                                                                  next page
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