Nyuzipepala ya ku Japan ya Nikkei Zotsatira zomwe zingachitike chifukwa cha kupanga kwa NAND ndi DRAM ku China pamsika wapadziko lonse lapansi. Makampani ochepa aku China akadali ndi zopinga zambiri zoti athetse paulendo wawo wopita ku kupanga zinthu zambiri zokumbukira, koma ngakhale pachiyambi ichi, zimakhala zoopsa kwa atsogoleri amsika.
Malinga ndi gwero lina, kampani yopanga ma memory ya NAND (3D NAND) Yangtze Memory ikuyembekeza kuchulukitsa katatu kupanga ma wafer ake a flash memory chip kufika pa ma wafer 60 a 300mm pamwezi pofika kumapeto kwa chaka cha 2020. DRAM memory imapangidwa ndi kampani ina, ChangXin Memory. Pofika kumapeto kwa chaka cha 2020, idzachulukitsa kanayi kupanga ma wafer ake kufika pa ma wafer 40 pamwezi. Poganizira kuti ma wafer okwana 1,3 miliyoni a NAND memory ndi pafupifupi chiwerengero chomwecho cha ma wafer okwana DRAM memory amapangidwa padziko lonse lapansi mwezi uliwonse—ma wafer okwana 2,6 miliyoni pamwezi—gawo lonse la opanga awiriwa aku China lidzapanga 4% ya kupanga kwa NAND ndi DRAM padziko lonse lapansi.
Peresenti inayi ndiye mtengo wapamwamba kwambiri ngati chiwopsezo cha zolakwika chili chochepa ndipo opanga ma memory sakuwonjezera kuchuluka kwa zopanga. Mwachionekere, opanga ma memory otsogola padziko lonse lapansi sadzakhala chete ndikuyang'anira opikisana nawo aku China akuchulukirachulukira. Zilango, milandu ya patent, ndipo, pamapeto pake, aku China akhoza kungophwanyidwa ndi kuchuluka ndi kutaya. Tsinghua Unigroup, mwini wa Yangtze Memory, malinga ndi Nikkei, adawona kutayika kwake konse kukukwera kwambiri kufika pa $480 miliyoni mu theka loyamba la chaka cha 2019, zomwe zingasonyeze mwanjira ina kuti katundu wolemera womwe makampani atsopano a memory aku China akukumana nawo.
Pakadali pano, oimira kampani yaku Taiwan ya Lite-On Semiconductor adagawana malingaliro awo ndi atolankhani aku Japan. Malinga ndi Lite-On Semi, yomwe ili ndi chidziwitso chochuluka cha msika wa SSD ndipo imapanga ma SSD akeake (Lite-On ili ndi ubale ndi aku Japan kudzera mu gawo lake la Plextor), phindu la opanga aku China limatsimikiziridwa ndi malamulo osiyanasiyana. Makampani aku China amatha kulandira ndalama zothandizira boma ndipo adzakakamizidwa kupeza maoda pamitengo yokhazikitsidwa ndi boma, ngati pakufunika kutero.
Chitsanzochi chingayambitse kugwa kwachuma, koma chingathandize opanga zinthu zapakhomo kwa kanthawi. Mwachitsanzo, Lenovo yayika kale maoda a Yangtze Memory, ngakhale kuti ili ndi mphamvu zochepa ndipo singagwiritsidwe ntchito pazinthu zapamwamba kwambiri. Izi sizikutanthauza kuti kukumbukira kwa ku China posachedwa kudzayamba kusuntha zinthu zakunja, koma pamsika waku China, kupanga kukumbukira kwapakhomo m'mavoliyumu ena kudzakhala kofunikira kwambiri.
Pomaliza, gawo la msika wa 5% DRAM lomwe ChangXin Memory ingatenge ndi lalikulu kuposa la Nanya, lomwe pakadali pano ndi kampani yayikulu kwambiri yopanga DRAM ku Taiwan (linali ndi 3,1% kuyambira kotala lachitatu la 2019). Ngakhale Samsung, SK Hynix, ndi Micron zitha kukhalabe zosakhudzidwa ndi aku China kwa nthawi yayitali, Taiwan iyenera kukonzekera kutuluka kwake pamsika.
Source: 3dnews.ru
