Outbreak! The three major storage factory chips in China will enter mass production next year.

Since the third quarter of 2016, the global memory stick price has risen sharply. For many DIY users who like to take the opportunity, the high price of memory in the past two years has discouraged many players. Under pressure, mobile phone manufacturers, Computer manufacturers have also raised the price of products by several hundred yuan. Consumers are more likely to buy mobile phones/computers. Even if they are dissatisfied, consumers can only pay for them. After all, China’s smartphone/PC/server manufacturers The DRAM memory used, almost all NAND flash memory comes from imports. Data shows that in 2017, China's memory chip imports valued at 89.6 billion US dollars, and this market is basically divided by Samsung, Hynix, Micron and other three giants. That is, the single semiconductor market, Foreign manufacturers have earned a lot of money in China.

However, China’s anti-monopoly agencies have already begun to investigate Samsung, Micron, whether Hynix has manipulated prices. If the three giants have a price monopoly, then the fine may be between $800 million and $8 billion. I believe this can also There is a certain deterrent effect. Now there is news that China's DDR4 memory, 3D flash memory chips and so on will be mass-produced. If it is true, it means domestic memory. Flash memory will have substantial results from next year.

According to sources quoted by the Taiwan Electronic Times website, in 2019, three storage chip factories in mainland China will be completed and put into mass production. They are Yangtze River Storage, Fujian Jinhua Integrated Circuit Company (hereinafter referred to as Jinhua Company), and Anhui Hefei Innotro Storage Company.

Ziguang's YMTC Changjiang Storage has previously obtained the first flash memory chip order for the production of 8GB SD memory cards, with an order size of 10,000 sets of 32-layer 3D NAND flash memory chips. In addition, Yangtze River Storage is continuing to develop 64. Layer 3D NAND flash memory, plans to launch samples by the end of 2018.

According to sources, by 2020, the capacity of flash memory chips in the Yangtze River storage will increase to 100,000 wafers per month. In the future, with the three production lines fully activated, the company's flash memory capacity will increase to 350,000 to 400,000 wafers per month. round.

Unlike the Yangtze River storage, Jinhua and Innotron are mainly responsible for the manufacture of DRAM memory chips. It is said that the former has begun trial production of 8Gb LPDDR4 memory chips, while the latter is expected to mass produce 8Gb DDR4 memory chips produced by 19nm technology next year.

Jinhua Company previously stated that it hopes to put the first generation DRAM memory production process jointly developed by Jinhua and Taiwan Lianhua Electronics into use before the end of this year.

However, Jinhua’s partner, UMC, is currently in the process of patenting with Micron, although the Fuzhou court has issued a lock-up order against Micron, requesting that 26 products suspected of Jinhua’s patents be discontinued in the Chinese market, Jinhua and UMC It is also considered a preliminary victory, but whether it will affect Jinhua’s production plan is still unknown.

Recently, it has been reported that Hefei Innotron has started the trial production of 8Gb LPDDR4 memory chips, but the company has not released the official news. Innotron has previously demonstrated the 8Gb DDR4 memory chip engineering samples produced by 19nm technology. It will be listed at the end of 2018 and is scheduled to be mass-produced in the first half of 2019.

If the above news is true, then it is indeed a good thing! Let everyone see the breakthrough in the development and manufacture of domestic memory. This is bound to break the monopoly between the giants, the global memory flash chip market price is expected to decline. But we still need to recognize Clear reality, such as the current capacity capacity of 32-layer 3D flash memory stored in the Yangtze River, the impact of the patent war between Jinhua/Liandian and Micron, and Hefei Innotron have not confirmed whether to start a series of production issues, etc. From a point of view, there is still a lot of room for improvement for domestic storage vendors.

In any case, the dream still has to be, if it is realized? For example, some people in the industry expect that from 2020 to 2021, China's storage industry will begin to gain the global industrial discourse power...