probably because all the other manufacturers are in anticipation of Micron soon going out of businessSK Hynix sees H2 memory chip rebound; outlook helps shares brush off record loss | SaltWire
By Joyce Lee and Heekyong Yang SEOUL (Reuters) -South Korea's SK Hynix Inc on Wednesday said production cuts by memory chip makers will improve market ...www.saltwire.com
Remember when you guys were touting YMTC X-Stacking...???probably because all the other manufacturers are in anticipation of Micron soon going out of business
evertiq.com
And with competition US is producing inferior systems like that one-dimensional starship which had to be blown up recently shortly after takeoff. It pales in comparison to the robust capability and reusability of the Space Shuttle which was developed 50 years ago by the gov't.
You are correct. US space programs, government and civilian, are the worst. Even behind Pakistan.
X-Stacking has been out for years, its products have seen most extensive use in data centers and time proven in harsh environments like crypto mining, and you are doubting its basic logic now?? lol stfu gambit no one cares about what you think, the tech used to be award winning before trade war started and somehow it's 'questionable tech' now after China and US became enemies, huh? you should wonder why.Remember when you guys were touting YMTC X-Stacking...???
YMTC could abandon 3D NAND flash market by 2024
Chinese memory manufacturer YMTC is at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15, TrendForce reports.
YMTC could abandon 3D NAND flash market by 2024TrendForce points out that without the support of the key equipment providers, YMTC is now facing a huge technical obstacle in the development of its latest 3D NAND Flash technology known as Xtacking 3.0. In particular, raising yield rate for the 128L and 232L processes is going to be extremely challenging for the Chinese memory manufacturer.TrendForce has also observed that NAND Flash buyers outside of China now harbor significant reservations about adopting YMTC’s technology. A US-based smartphone brand has hold off on procuring mobile storage solutions from YMTC. At the same time, PC OEMs that were previously going to qualify YMTC’s client SSDs have temporarily halted the customer sampling and adoption process. Based on the latest investigation, TrendForce believes that YMTC will likely be limited to operating only within Mainland China in the future. Moreover, since the Chinese memory manufacturer is being seriously hindered in its efforts to advance towards higher-layer 3D NAND technologies, it will eventually lose out on opportunities to gain more market share via capacity expansion activities.
A few months ago, I called X-Stacking as innovative BUT logistically problematic. How about the probability that those manufacturing issues affected per wafer yield? Basically, for each complete X-stack die there must be two wafer lines, that is the logistical problem.
- There must be two extractions, one for the memory die and one for the controller die.
- There must be two bondings, one for the memory to the controller, THEN one for mated pair at the package step.
- There must be two product trackings, one for which memory die is functional, and one for which controller die is functional, and if there is a mismatch after the first bonding, the entire pair must be scrapped.
And that is just a short list. Were there enough problems post bondings that gave customers pause at adopting YMTC's new NAND process? Most likely there were. The industry has grown to expect %95 yield as standard. If I buy a batch of 100 for testing and found 15 failures, that is a batch fail even if the other 85 works perfectly. I cannot afford to install batches of 85 into my products, be it a washing machine or a car.
Granted, the operative word here is 'could', not 'will', that YMTC to exit the NAND market in 2024. But once those customers signed contracts with alternatives, that is at least two yrs wait for YMTC to even TRY to entice some of them back again.
Micron going out of business?
Post 20 was not for you but for the silent readers out there, as if YOU can even visualize what I posted in the first place. I never said the X-Stacking was junk. But I was on the Intel-Micron 3DXP project and even though 3DXP was more innovative for memory in general than X-Stacking in NAND, 3DXP failed to take traction on the market despite winning multiple awards. Basic logic? WTF does that mean coming from you? You and your pals just do the usual shit by throwing out complex sounding words trying desperately to salvage face for your arguments.
Optane is such a scam now that you have mentioned itPost 20 was not for you but for the silent readers out there, as if YOU can even visualize what I posted in the first place. I never said the X-Stacking was junk. But I was on the Intel-Micron 3DXP project and even though 3DXP was more innovative for memory in general than X-Stacking in NAND, 3DXP failed to take traction on the market despite winning multiple awards. Basic logic? WTF does that mean coming from you? You and your pals just do the usual shit by throwing out complex sounding words trying desperately to salvage face for your arguments.
If so, then same for YMTC X-Stacking. Probably X-Stacking more so. Optane failed in the market mainly because of price. Intel failed to optimize the technology's manufacturing methods to make it price attractive. But according to NAND customers, it looks like X-Stacking is not as good an alternative as YMTC claimed.
That report is from 2022
Do you dispute my assertion that it could take up to two yrs for products from a new process change to pass engineering quals and acceptance by customers and/or potential customers, and that using tools from unknown Chinese toolmakers qualify as a process change? Let us see what YOU know about the semicon industry.
I'm pointing out your trendforce speculation from 2022 is redundant. YMTC already has 128L Xtacking 3.0 for sale. Selling outside of the mainland too!
