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China’s YMTC Chip With 232 Layers of Memory Cells to Catch Up With Rivals

Chinese chipmaker Yangtze Memory Technologies Ltd (YMTC) on Wednesday introduced new reminiscence chip expertise that will assist it meet up with rivals Micron and SK Hynix, simply as Washington considers steeper curbs on Chinese semiconductor firms.

The firm unveiled its fourth-generation 3D NAND chip, the X3-9070, and its first to characteristic 232 layers of reminiscence cells, government-backed media outlet Global Times reported on Wednesday.

That locations it shut to rival Micron, which final month mentioned it aimed to begin mass manufacturing of its 232 layer chip by the top of the 12 months.

South Korea’s SK Hynix has additionally developed its first 238-layer reminiscence chip, boasting a brand new trade benchmark.

A YMTC spokesperson declined to touch upon the Global Times report.

Industry specialists say that whereas YMTC will unlikely launch mass manufacturing of the chip any time quickly, it however marks a breakthrough for the corporate.

The firm’s market share stays within the single digits, however it’s aggressively increasing manufacturing capability and R&D with the assistance of state subsidies.

Toby Zhu, who tracks China’s chip sector at analysis agency Canalys, says that whereas the YMTC’s income has improved over time, gaps stay between it and market leaders.

Once a little-known participant backed by the ailing Chinese state-conglomerate Tsinghua Unigroup, YMTC has attracted consideration within the chip trade for its quick developments in R&D.

Bloomberg reported in March that cellphone maker Apple was contemplating utilizing YMTC as a reminiscence chip provider, which might mark a serious boon for the upstart firm.

Reuters reported earlier this week that Washington, citing a rising menace from China, is contemplating inserting restrictions on firms that offer to YMTC, forbidding tools makers from promoting elements to the corporate that allow it to manufacture chips at 128 layers and above.

The restrictions, if enacted, might rattle YMTC’s ambitions to develop its enterprise, not not like how sanctions in 2020 rattled Chinese cellphone maker Huawei Technologies Ltd.

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