> G Dan Hutcheson, vice chair of consultancy TechInsights, said that while CXMT’s global market share was still relatively small and heavily concentrated in China, its rapid progress in the highly commoditised Dram sector was generating a “snowball effect”.
> “The more market share you gain, the larger your volume, the higher your yields go, the lower your costs and the more market share you gain again,” said Hutcheson. “That’s exactly how the Koreans pushed the Japanese out of the memory sector in the 1980s and 1990s, and now something similar is starting to happen to them.”
College_Prestige on
Just like what Korea did to Japan in the late 80s and what Japan did to the US and yet zero Koreans worried they were next?
I am curious if Chinese DRAM firms like CXMT can continue to compete without EUV.
The DRAM industry has been transitioning towards using EUV for some layers recently. I believe even Micron started to use EUV, becoming the last Big 3 to fully embrace it.
Maybe they are trying to leap frog when the shift to 3D DRAM happens within 5-10 years.
When drastic changes happen it is when new upstarts can beat the incumbents.
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> G Dan Hutcheson, vice chair of consultancy TechInsights, said that while CXMT’s global market share was still relatively small and heavily concentrated in China, its rapid progress in the highly commoditised Dram sector was generating a “snowball effect”.
> “The more market share you gain, the larger your volume, the higher your yields go, the lower your costs and the more market share you gain again,” said Hutcheson. “That’s exactly how the Koreans pushed the Japanese out of the memory sector in the 1980s and 1990s, and now something similar is starting to happen to them.”
Just like what Korea did to Japan in the late 80s and what Japan did to the US and yet zero Koreans worried they were next?
Archive: https://archive.ph/Xkt61
I am curious if Chinese DRAM firms like CXMT can continue to compete without EUV.
The DRAM industry has been transitioning towards using EUV for some layers recently. I believe even Micron started to use EUV, becoming the last Big 3 to fully embrace it.
Maybe they are trying to leap frog when the shift to 3D DRAM happens within 5-10 years.
When drastic changes happen it is when new upstarts can beat the incumbents.