Njengoba sibike kaningi, ukukhiqizwa ngobuningi kwenkumbulo ye-64-layer 3D NAND kuzoqala e-China ngasekupheleni kwalo nyaka. Umkhiqizi wememori i-Yangtze Memory Technologies (YMTC) kanye nesakhiwo sayo esingumzali, i-Tsinghua Unigroup, bakhulume ngalokhu ngaphezu kokukodwa noma kabili. Ngu , ukukhiqizwa kwenqwaba yama-chips angu-64-layer 128-Gbit YMTC kungase kuqale engxenyeni yesithathu. Ukusatshalaliswa kwamasampula enkumbulo enjalo, Abahlaziyi be-DRAMeXchange abavela ku-TrendForce, inkampani yaqala ngekota yokuqala yalo nyaka. Manje indawo yase-Wuhan, lapho imboni yokuqala ye-YMTC yokucubungula i-silicon wafer engu-300mm ikhona, ikhiqiza inani elilinganiselwe le-32-layer 64Gbit 3D NAND.
Umkhiqizi waseShayina akazange aqale ukukhiqizwa kwenqwaba ye-32-layer 3D NAND futhi ugxile emgomweni wokuthuthela ekukhiqizweni kwe-128-Gbit 64-layer NAND flash eqhudelana kancane ngokushesha okukhulu. Lokhu kuzovula indlela yamavolumu okukhiqiza embonini yokuqala ye-YMTC ngonyaka ozayo ezingeni lama-wafer ayizinkulungwane ezingu-60 300 mm ngenyanga. Amavolumu anjalo angeke aqhathaniswe namandla e-Samsung, i-SK Hynix noma i-Micron, ecubungula ingxenye ngayinye efinyelela kuma-substrates ayizinkulungwane ezingama-200 ngenyanga. Kodwa le miqulu ye-Chinese 3D NAND ingabhebhethekisa izitayela zemakethe ezingezinhle kubakhiqizi futhi, njengoba i-DRAMeXchange iqiniseka, izoba nomthelela omkhulu emakethe yenkumbulo ye-NAND nemikhiqizo esekelwe kunkumbulo enjalo ngonyaka ozayo.
Kodwa-ke, izimbangi ezingomakadebona zinikeza i-YMTC isiqalo. Kulo nyaka, ukuze kunqandwe ukukhiqizwa ngokweqile, abaholi bemakethe banciphisa ukutshalwa kwezimali ekuthuthukisweni kwemigqa yezimboni futhi ngisho nangokwengxenye - ngo-5-15% - behlisa umthamo wokukhiqizwa kwamanje kwama-chips e-3D NAND. Lokhu kusho ukuthi ukushintshela ekukhiqizweni ngobuningi kwe-92-96-layer 3D NAND esikhundleni sesendlalelo esingu-64-72 kuzokwehliswa futhi kubambezeleke kuze kube unyaka ozayo. Lokhu kuzophinda kubambezele ukushintshwa kwabaholi ekukhishweni kwe-128D NAND enezingqimba eziyi-3. I-YMTC, ngokuphambene nalokho, ayinciphisi nje ukutshalwa kwezimali, izokweqa ngamabomu ukukhululwa kwe-96-layer 3D NAND futhi ngokushesha iqale ukukhiqiza inkumbulo yezendlalelo eziyi-128 ngonyaka ozayo. Lokhu kuphumelela kwezobuchwepheshe kuzonciphisa igebe phakathi kwamaShayina nabancintisana nabo baseMelika kanye nabaseNingizimu Korea libe unyaka noma emibili, nakho okungahambi kahle komakadebona bemboni.
Source: 3dnews.ru