Seeing a push from "Aunt Zhang" (worth buying) over the weekend, the 2T SSD dropped below 600 yuan.
What drives the price reduction is Yangtze River Storage, which has achieved a breakthrough in technology.
Unlike mobile phone chips, memory chips do not have high process requirements and have relatively high process requirements. The core equipment that produces memory chips is not as stuck as ASML's EUV lithography machine. To produce memory chips, etching machines are more important than lithography machines.
In the field of etching machines, AMEC has achieved a breakthrough, and 5nm process equipment is supplied to TSMC and Samsung.
According to public information, in recent years, Changjiang Storage has purchased a total of 206 etching equipment, of which AMEC won the bid for 29 units, with a share of about 14%; NAURA shares about 3%.
The growth of Eternal Existence is a bit like BOE, but not exactly the same. BOE is gritting its teeth from the acquisition of eliminated production lines to the most advanced production lines, generations of hard work to catch up, now and Samsung's most advanced technology is still a little gap, but there is no obvious generation difference.
And long-term survival is a leapfrog development, in just seven years, under the leadership of the "godfather of storage" Gao Qiquan, after successfully realizing the world's top technology, was sanctioned.
Oh, misplaced the picture, this is Gao Qiqiang.
It should be this one.
After becoming famous, Gao Qiquan left to start a business, and Changcun continued to make great progress.
This sanction has an impact on long-term existence, but it is not fatal, and with the blessing of capital, the domestic line is being verified and is expected to basically achieve independent control.
Changjiang Storage, a subsidiary of Unigroup, was arrested and ridiculed by some after his arrest.
However, one yard is one yard, Unigroup and the National Semiconductor Fund have injected capital into China's semiconductor industry, allowing many key chip companies to rise.
According to enterprise investigation, Changjiang Storage Technology Holding Co., Ltd. underwent industrial and commercial changes, and the shareholders added National Integrated Circuit Industry Investment Fund II Co., Ltd. (Big Fund II), Changjiang Industrial Investment Group Co., Ltd., and Hubei Changsheng Development Co., Ltd., while the company's registered capital increased from about 56.27 billion yuan to about 105.27 billion yuan, an increase of more than 87%.
What is the result of the efforts of domestic memory chip companies?
There is one less high-tech industry in the world, and related enterprises in the United States and South Korea have declined comprehensively.
In a sense, AMEC is the "lifesaver" of Yangtze River storage. With the sanctions, the urgent need for the full localization of Yangtze River Storage in the next step, the injection of capital from large funds is crucial, and domestic semiconductor equipment is even more important.
The chairman of AMEC is Yin Zhiyao, an American Chinese who used to work in Intel and related etching companies. In 2004, he returned to China to start a business, and achieved a technological breakthrough in the core chip manufacturing link in addition to the lithography machine.
The most advanced process of AMEC's etching machine has reached 3nm, which can almost meet the most advanced chip production.
Yin Zhiyao himself is now 78 years old, holding 6.2 million shares of AMEC and worth more than 700 million, and still leads AMEC to make an all-out dash.