I-China ithathe igxathu elikhulu ekucindezelweni kwalo emkhakheni we-IC. Izinkampani ezintathu ezinkulu zamaChinese zilungiselela ukukhiqizwa kwesivivinyo kwamadrama nama-flash ngengxenye yesibili ka-2018. I-YMTC, i-Chicch Chang Xin) ne-DHAMS ye-Special Dram, ngokulandelana, ngokulandelana kwawoDramexchange, ukwahlukaniswa kweIsizekelo. Ukukhiqizwa kwabantu abaningi kuzolandela engxenyeni yokuqala ka-2019, ukumaka ukukhiqizwa kwe-china yokuqala yasekhaya.
Imishini ifakwe kwi-donnotron's fab kwikota yesithathu (Q3) ka-2017, ngokusho kwe-DramexChange, kepha inkampani ihlehlise ukukhiqizwa kwesivivinyo kuze kube yi-Q 3 2018, okuzolandelwa ukukhiqizwa kwesisindo engxenyeni yokuqala ka-1.
UJhicc, ogxile e-ekhethekile edamu, futhi uhlehlise ukukhiqizwa kwayo kwecala kuze kube yilapho u-Q 3 2018 kanye nokukhiqizwa kwezigidi zawo ngo-12h.
Kokubili i-innogron ne-JHICC kusemuva kumashejuli abo amenyezelwe, kubika i-dramexchange.
I-Innotron ingabhekana nezinye izinselelo. Ababukeli bemboni abacabangi ukuthi amaChina Memory Memers azokwazi ukuthuthukisa ubuchwepheshe obuthuthukile ngaphandle kokwephula amalungelo obunikazi noma ukwakha ubudlelwano bokuhlanganyela.
"Ngokusobala i-innotron ifuna ukuncintisana ikhanda libhekise abahlinzeki abasezingeni eliphezulu ngokukhetha i-LPDDR 4 8 i-GB chips njengomkhiqizo wayo wokuqala," kusho amathuba anamandla okuphulwa kobunikazi bobunikazi, "kusho i-DramexChange. "Ukugwema ukuphikisana, i-innonan kuzodingeka ukuthi ithole ama-IP aqashelwa yimithetho yamazwe omhlaba. Enye indlela ephephile ukuthengisa imikhiqizo emakethe yasekhaya kuphela."
Amazinga okusebenzisa imali ye-Samsung's Capex azobeka isitobha ku- "Noma yikuphi okunethemba lokuthi izinkampani zaseChina zingaba nazo zokuba ngabadlali ababalulekile kwi-3D NAND Flash noma izimakethe zedrama, "futhi" cishe nje ukuthi ngaphandle kohlobo oluthile lwenhlangano ehlanganyelwe enomhlinzeki wememori enkulu okhona, ama-monmenus wememori entsha yamaShayina amelele ukuncintisana ngezinga elifanayo nabathengisi abaholayo, "uMot McLean, uMongameli we-IC Ukuqonda, kusho ngonyaka owedlule.
"Noma ngabe bahlakulela ubuchwepheshe obuthuthukile ngokwabo, abathengisi abasha baseChinese cishe bacishe baphule amalungelo obunikazi amaningi nama-nand abaphethwe yi-Samsung, sk hynix," engeza.
Engxenyeni ye-NAnd flash, i-YMTC ihlela ukwakha izitshalo ezintathu zokukhiqiza ze-3D-Nand Flash ngokulandelana ngezigaba ezintathu. Isigaba sokuqala siqediwe ngoSepthemba 2017 ngokufakwa kwamathuluzi okuhlelelwe kwikota yesithathu yango-2018, kulandelwa ukukhiqizwa kwesivivinyo kwikota yesine, kusho i-Dramexchange. Isitshalo sizokwakha i-32-ungqimba mlc 3D-nand flash. I-Wafer Start akulindelekile ukuthi idlule ku-10,000 ngenyanga.
"Ukwakhiwa kwezitshalo zesibili nokwesithathu kanye nezinhlelo zabo zokukhiqiza kuzoqhubeka ngokuya ngesimo ngemuva kokuthi i-YMTC ibeka idizayini yayo engu-64," kusho i-Dramexchange.
