August 11, 2022

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The United States wants to block the Chinese memory market

Since the Trump administration settled in the White House, the government United States of America I moved for slow down China’s technological development. The most important component is the one related to microchips, which the United States has SMIC bannedand put the Chinese chip maker on the Notorious Entity List. While China is the center of the global technology market, it is by no means the most advanced country when it comes to semiconductors. The backbone in this segment consists of Taiwan, South Korea and Japan along with the United States itself, while China is still lagging behind in the segments. This is evidenced by the fact that since it was also banned, Huawei has watched it fall from grace HiSilicon chip section.

The technology clash between the US and China is also shifting to the memory sector

As explained in a editorial videoIf China wants to annex Taiwan, it is also working to bridge this technology gap with the West and other Asian leaders. In addition, there are concerns about the relationship between China and Russia: because of The conflict with UkraineUnited States of America They are applying pressure To prevent chip makers from sending them to Russia.

At the moment, in China there is only SMIC as a chip maker, a company that is still not on par with the various TSMCs, Samsung and Intel. If we talk about Fables MakerInstead, Uniseok proves it can say your word in the smart phone market. The situation is different in Memory production marketAnd simpler and cheaper to produce. Of the more than $150 billion of semiconductors that China imports each year, 35% of the semiconductors are memories.

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For years, China (like almost all other countries) has had to rely on companies such as Samsung, SK Hynix (South Korea), Micron, Western Digital (USA), and Kioxia (Japan). In this compound, Yangtze It is one of the most promising semiconductor factories in China, especially when it comes to NAND memory. It was born from the ashes of SMIC’s Wuhan division, which after years of losses decided to abandon factories and sell them to Xinxin Semiconductor. At that point, it was Giant Tsinghua Unigroup (The owner of the aforementioned UNISOC company) bought out the majority of the company and born Yangtze from this merger.

Within a few years, Yangtze has shown that it can compete at high levels: it is estimated that in a few years it will overtake a giant like Micron in terms of production capacity. Meanwhile, the United States is studying Prohibit or restrict shipment of necessary equipment to China To produce the chips used in the most advanced NAND memories. A move that would directly affect the Yangtze River but would also indirectly affect Samsung and SK Hynix in South Korea, both of which have memory factories in China. There are also those who see the move as an attempt to protect American Micron and Western Digital, which together hold 24% of the market and blame competition from Yangtze, whose cheaper prices have allowed them to double their market share. 5%.

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