Changxin (cmxt) becomes China's first provider of dram
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ChangXin Memory (CXMT) is now officially the only Chinese DRAM manufacturer in production on the market. The company has completed its Fab 1 and R&D facility located in Hefei, the capital of Anhui province, as reported by the EE Times this week.
ChangXin (CMXT) becomes China's first DRAM provider
The factory is producing 20, 000 wafers a month and will be able to produce 40, 000 wafers a month in the second quarter of 2020. Other Chinese DRAM manufacturers have closed or are years away from production.
The CXMT facility began using a 19nm process earlier this fall to manufacture LPDDR4, DDR4 8Gbit DRAM products. CXMT built an infrastructure around its facilities to house 3, 000 employees, along with their families.
What about CXMT's local DRAM competitors?
Not long ago, several Chinese companies tried to design and build their own DRAM chips to compete against companies like Samsung and Micron. It became even more imperative that the Chinese government help create competitive manufacturers of DRAMs once the trade war with the United States began.
Fujian Jinhua Integrated Circuit Company (JHICC), another Chinese DRAM company, was basically liquidated by U.S. sanctions after the U.S. government accused it of stealing trade secrets from Micron. JHICC shared some IP with United Microelectronics Corp. (UMC), which the United States Department of Justice also accused of corporate espionage against Micron.
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The only other Chinese competitor other than CXMT is Tsinghua Unigroup, which is supposed to finish its DRAM manufacturing facility in 2021. However, TrendForce believes that even if its DRAM products end up being competitive, it could be 3 to 5 years before that Tsinghua can increase production to a significant volume.
However, if CXMT becomes a strong competitor in the market, that could be enough to satisfy most of the demand in China.
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