News China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

[Admin]

Despite being on the U.S. Entity List since 2022 and cut off from advanced foreign fab tools, YMTC is pushing forward with plans to expand production to 150,000 wafers per month and trial a fully localized manufacturing line.

China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026 : Read more

 

[IBM296]

Hmm 2026 is going to be an interesting year for semiconductor manufacturing. Huawei is rumored to produce their EUV machines, YMTC is pushing for increased global market NAND share... Intel and Samsung's 2nm manufacturing dreams have fallen flat on their face and been pushed back to 2029.

TSMC remains the global leader in semiconductor manufacturing no doubt.

 

[daeros]

“Homegrown tooling” = stolen IP.

 

[phead128]

“Homegrown tooling” = stolen IP.

You make it seem like copying homework. If it's so easy, then why is Intel flopping so hard, just copy IP?

 

[daeros]

You make it seem like copying homework. If it's so easy, then why is Intel flopping so hard, just copy IP?

Because Intel operates in countries that have and care about IP laws? I’d bet whatever tech YTMC has was overwhelmingly sourced from industrial espionage, back-engineered from machines on the ground, or even just improperly shared. But you don’t just spin up a modern semiconductor line from nothing.

 

[phead128]

Because Intel operates in countries that have and care about IP laws? I’d bet whatever tech YTMC has was overwhelmingly sourced from industrial espionage, back-engineered from machines on the ground, or even just improperly shared. But you don’t just spin up a modern semiconductor line from nothing.

YMTC leapfrogged Samsung to produce a 232-layer NAND flash in late 2024, if you think that is based off "copying IP", then you are outdated and misinformed. You can't make giant gains and achieve basic parity like this simply by copying others.

 

[Mr Majestyk]

I find it hilarious to see the actual effect the chip sanctions by USA on China have had in lighting a fire under China's own semiconductor industry. The more the US tries to smash China, the worse it will get for them in the future.

 

[hush now]

“Homegrown tooling” = stolen IP.

the US has never invented anything useful in modern history. literally everything the US has claimed to have invented came from the minds and innovations of immigrants and people living abroad who simply shared their information free of charge to the US. did the US invent arithmetic, paper, gun powder, the compass, and the printing press? No, but China did. has the US every paid China trillions for building things on the foundations of Chinese IP? Also no. sit down please and learn some history.