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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

Astral Abyss said:
Ah geez, you're right. Thank you.
Click to expand...

"CXMT Trails By Just 2 Years On DRAM And 3 Years On HBM, According To Korea Semiconductor Industry Association​

CXMT is also slated to receive some domestically produced DUV lithography units from Shanghai Aishegna and Yuliangsheng in the ongoing year. These DUV makers, however, continue to face a few bottlenecks, especially related to projection lenses and light sources.

Do note that CXMT is aggressively expanding its capacity right now, to the tune of 300,000 wafers per month - via three 300mm DRAM fabs with a capacity of ~100,000 wafers per month each - by the end of this year. It will also have an HBM-focused capacity of around 50,000 wafers per month by the end of 2026.

What's more, the memory maker is currently building two new fabs in Shanghai and Hefei, which would increase its production capacity to 600,000 wafers per month. In fact, CXMT is now on course to overtake Micron in volume production by 2030."

https://wccftech.com/chinas-ymtc-is...-to-korea-semiconductor-industry-association/
 
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