Chinyorwa cheJapan Nikkei iyo inogona kuitika yekuChina kuri kusimukira kugadzirwa kwenyika kweNAND uye DRAM ndangariro pamusika wepasi rose. Makambani mashoma eChinese achine zvipingamupinyi zvakawanda zvekukunda munzira yavo yekugadzira ndangariro zhinji, asi kunyangwe ikozvino padanho rekutanga vanoisa imwe njodzi kuvatungamiriri vemusika uyu.
Zvinoenderana nekwakabva, NAND memory (3D NAND) mugadziri Yangtze Memory anotarisira kupeta katatu kugadzirwa kwemawaferi ane flash memory machipisi kusvika zviuru makumi matanhatu nemazana matatu ezviuru zvemamita pamwedzi pakupera kwa2020. DRAM ndangariro inogadzirwa neimwe kambani - ChangXin Memory. Pakupera kwa60, ichawedzera kugadzirwa kwememory wafers ina, kusvika kumakumi mana zviuru zvimedu pamwedzi. Kana tikafunga kuti kutenderera pasirese nhasi anenge miriyoni 300 miriyoni ine NAND ndangariro inogadzirwa mwedzi wega wega uye ingangoita nhamba yakafanana yewafers ine DRAM ndangariro - yakazara 2020 miriyoni mawafers pamwedzi, ipapo iyo yakasanganiswa mugove wevaviri ava vagadziri veChinese vachazvidavirira. ye40% yepasi rose NAND uye DRAM zvigadzirwa.
Zvina muzana ndiyo yakakosha kukosha kana chiyero chekuremara chiri chidiki uye vanogadzira ndangariro havawedzere mavhoriyamu ekugadzira. Zviripachena kuti vatungamiriri vendangariro dzepasirese havazogara pasi votarisa kukura kwevakwikwidzi veChinese. Zvirango zvinogona kuuya mukutamba, nyaya dzepatent uye, pakupedzisira, maChinese anogona kungopwanywa nemavhoriyamu uye kuraswa. Yangtze Memory muridzi Tsinghua Unigroup, Nikkei akashuma, akaona kurasikirwa kwayo kwakawedzera kusvika pamadhora mazana mana nemakumi masere emamiriyoni muhafu yekutanga ya2019, izvo zvinogona kuratidza zvisina kunanga kuremerwa kweindasitiri yekurangarira yenyika yeChina.
Panguva imwecheteyo, vamiririri vekambani yeTaiwanese Lite-On Semiconductor vakagovera maonero avo emamiriro ezvinhu nevatori venhau veJapan. Zvinoenderana neLite-On Semi, iyo inoziva iyo SSD drive musika zvakanaka uye inozvigadzira pachayo (Lite-On ine hukama neJapan kuburikidza nechikamu chayo chePlextor), kune vagadziri veChinese, pundutso inotevera mitemo yakasiyana. Makambani eChinese anogona kuwana rubatsiro rwehurumende uye achapihwa maodha ekumanikidza pamitengo yakatarwa nehurumende kana zvichidikanwa.
Muenzaniso wakadaro unogona kutungamira mukudonha kwehupfumi, asi kwenguva yakati unokwanisa kutsigira vagadziri vemumba. Semuenzaniso, Lenovo yakatoisa maodha ekuyeuka anogadzirwa neYangtze Memory, kunyangwe iri yehushoma uye haigone kushandiswa muzvigadzirwa zvepamberi. Izvi hazvireve kuti ndangariro dzeChinese dzichakurumidza kutsiva dzekunze, asi kumusika wepamusha weChina, kuburitswa kwendangariro yenyika mune mamwe mavhoriyamu kuchave kwakakosha.
Chekupedzisira, iyo 5% yemusika weDRAM inogona kugara neChangXin Memory inopfuura iyo yemazuva ano hombe yeTaiwanese DRAM inogadzira, Nanya (inobata 3,1% muchikamu chechitatu che3). Kana Samsung, SK Hynix uye Micron vasingakwanise kutya maChinese kwenguva yakareba, saka Taiwan mune ramangwana inofanirwa kugadzirira kusiya musika.
Source: 3dnews.ru