According to the agency's data, at present, in the DRAM field, that is, the familiar memory field, there are three giants, namely Samsung, SK Hynix, and Micron, which account for about 95% of the global DRAM memory chip share.
As shown in the figure below, it is the data of Q3 in 2021, Samsung accounted for 44.3%, SK Hynix accounted for 27.5%, Micron accounted for 22.5%, and the data of other manufacturers in front of these three major manufacturers can be basically ignored.
As a global electronic product manufacturing center, China needs a large amount of DRAM flash memory, after all, computers, mobile phones, servers and other electronic digital products, all need memory, so over the years, we have purchased a large number of memory chips from these three major manufacturers every year.
How many are there? According to the data, the amount of domestic imported integrated circuits in 2021 will exceed 440 billion US dollars, of which about one-third is memory chips, that is, nearly 150 billion US dollars, and drAM flash memory accounts for about 40%, that is, 60 billion US dollars.
Of course, the biggest problem is not the problem of the purchase amount, but the fear of being stuck in the neck, if in case the other party does not sell the memory chip to you, the impact will be fatal...
So later there is Changxin Storage in China, focusing on the manufacture of DRAM memory, the current production capacity is 60,000 wafers / month, and the current most advanced process is 19nm DRAM particles, mainly DDR4, LPDDR4.2
However, the good news is that Changxin said that this year's production capacity target is 120,000 wafers / month, which is directly compared to last year's doubling, and more importantly, Changxin will put into production 17nm process DDR5 memory chips this year, and then DDR6 and so on.
It should be known that at present, Samsung, SK Hynix, and Micron are also mainly DDR5 memory chips, and the process is also this level, which means that Changxin is about to catch up with the top level in China.
Although there is still a certain gap in production capacity, as long as the technology catches up, then the market does not have to worry, coupled with the recent investors such as Alibaba, Oriental Asset Management and other investors are optimistic about Changxin, Changxin has added 19 shareholders, and the registered capital has reached 48.58 billion yuan, which can be said to have sufficient assets.
Just ask Samsung, SK Hynix, Miko is ready, Changxin is about to launch a charge...