News China's YMTC Preps Next-Gen Xtacking 4.0 NAND Tech

[Admin]

Yangtze Memory proceeds to Xtacking 4.0 architecture, but without increasing the number of layers.

China's YMTC Preps Next-Gen Xtacking 4.0 NAND Tech : Read more

 

[A Saint]

Why can't the US sanction these Chinese companies for good?

 

[EyadSoftwareEngineer]

Because China is super power country with army of engineers and money, no one can sanction minds

 

[pug_s]

Sanctions will hurt US and Korean NAND manufacturers in the long run. You won't see these products today because they are selling it to other sanctioned companies like Huawei. Give it a few years and the Chinese will produce better and cheaper products than these countries putting them out of business.

 

[peachpuff]

Because China is super power country with army of engineers and money, no one can sanction minds

Don't forget ip thieves

 

[bit_user]

Sanctions will hurt US and Korean NAND manufacturers in the long run. You won't see these products today because they are selling it to other sanctioned companies like Huawei. Give it a few years and the Chinese will produce better and cheaper products than these countries putting them out of business.

They were on track to compete with US and Korean NAND-makers, anyhow. The sanctions are creating a speed bump, for them.

Before the NAND sanctions, Apple was already preparing to switch over to using Chinese NAND. In order to help make it a viable alternative, they had orchestrated technology-transfer by recruiting top engineers from US and Korean companies, to bring their expertise to Chinese NAND-makers. The sanctions put a stop to that, and kept Apple from switching suppliers as it had planned.

I really don't see how the sanctions are counterproductive, in the way that you claim. If your post is driven by facts, rather than emotion, please state your case.

 

[pug_s]

They were on track to compete with US and Korean NAND-makers, anyhow. The sanctions are creating a speed bump, for them.

Before the NAND sanctions, Apple was already preparing to switch over to using Chinese NAND. In order to help make it a viable alternative, they had orchestrated technology-transfer by recruiting top engineers from US and Korean companies, to bring their expertise to Chinese NAND-makers. The sanctions put a stop to that, and kept Apple from switching suppliers as it had planned.

I really don't see how the sanctions are counterproductive, in the way that you claim. If your post is driven by facts, rather than emotion, please state your case.

Even when the top engineers working in China left, the YTMC managed to created more advanced NAND and SMIC managed to develop an 7nm chip for Kirin 9000 chip for the Huawei phones.

View: https://www.youtube.com/watch?v=CWk2lmdZSjw


The youtube video says all, Trump promoted fair competition by slapping sanctions for like to like to China. The more important thing is to promote IP protection betwen the countries. Biden on the other hand, promoted the CHIPS act which promoted US to invest in Fabs in US. The problem is that countries within the EU and Japan are doing the thing in the CHIPS act. Moreever, when you slap sanctions to these Chinese companies, they don't have to respect IP protection and in a few years, overcapacity will lead to falling prices and it is basically survival of the fittest. Considering that China's National Security policy to keep the semiconductor companies afloat, they will win in the end.

 

[bit_user]

Biden on the other hand, promoted the CHIPS act which promoted US to invest in Fabs in US.

CHIPS doesn't have anything to do with this. CHIPS is just about building US semiconductor manufacturing capacity before China invades Taiwan.

Moreever, when you slap sanctions to these Chinese companies, they don't have to respect IP protection

They weren't before. So, no change here.

in a few years, overcapacity will lead to falling prices and it is basically survival of the fittest.

I assume by "overcapacity", you're implying that China will sell chips below-cost? Such situations can be controlled via tariffs and even further CHIPS-like subsidies.

Considering that China's National Security policy to keep the semiconductor companies afloat, they will win in the end.

That's what CHIPS is.