ChangXin Memory Technologies

11 days agoNews Editor

Counterpoint Research and TrendForce project CXMT DRAM wafer capacity to reach 420,000 per month by 2027

Counterpoint Research and TrendForce said on Oct. 18 that Chinese DRAM maker ChangXin Memory Technologies, or CXMT, is expected to expand its monthly wafer capacity from about 320,000 wafers at present to 420,000 wafers in 2027. That implies an increase of roughly 100,000 wafers over a little more than a year, or 31.3%. The industry also expects CXMT’s monthly DRAM wafer capacity to reach between 500,000 and 600,000 wafers by the end of 2028. Using the upper-end estimate of 600,000 wafers, that would represent an increase of 280,000 wafers from the current level, equal to about 87.5% growth. The figures were cited in a ChainCatcher report that attributed the projection to the two market research firms.

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YMTC

1 months agoNews Editor

YMTC starts equipment hook-up at Wuhan FAB3, with initial production expected by year-end

YMTC, China’s largest NAND flash maker, has started connecting production equipment at its third plant in Wuhan, known as FAB3, according to a Sept. 15 report by ETNews cited by ChainCatcher. The report said initial production at the site is increasingly in view for the end of the year. China Electronics System Engineering No. 2 Construction Co. recently selected a contractor for the "Gas Section 3" portion of the "Wuhan YMTC FAB3 Secondary Piping A Section B Package Process Equipment Piping EPC Project." That work will connect the plant’s already built utility networks, including gas and water supply systems, to manufacturing equipment. Tender requirements called for prior construction experience on YMTC or CXMT-related projects, or on semiconductor fabs of a similar 12-inch scale. The report added that Wuhan FAB3 is expected to begin early-stage production by the end of this year and reach output equivalent to 100,000 12-inch wafers per month when fully ramped. Counterpoint Research said YMTC held a 14% share of global NAND bit shipments in the second quarter, ranking third behind Samsung Electronics at 25% and SK hynix at 22%.

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Bit.Fan