Wen 丨 Digital knowledge science popularization station
From memory particles to chips to panels, then CPUs, GPUs. Domestic manufacturers have never stopped on the road of pursuing domestic substitution, and their market share is steadily increasing.
And the foreign storage manufacturer that can only play small means: Micron, will be forced to leave the market because small means are discovered.
Of course, this is mainly due to the fact that the domestic market is not monopolized by giants like foreign markets, but is driven by internal rollup. Speaking of domestic storage, the fastest growing and most dazzling in the storage field is Yangtze River storage.
SSD storage development is less than 20 years, the past SSD, with high performance, high price in the DIY market, ultra-high file transfer speed, so that the computer experience has been greatly improved, the most obvious is the boot speed, from 2 minutes to the current more than ten seconds.
Although Changjiang Storage was established in 2016 with relatively late research and development, it has made rapid progress, releasing Xtacking 1.0 technology in 2018, Xtacking 2.0 technology in 2020, and Xtacking 3.0 technology in October 2022. In 6 years, the technology of 3 generations was updated, and the surpassing of the leader was completed in the third generation.
Moreover, Xtacking is a 100% self-developed technology, and there is no possibility of being fought in a patent war. This production-type wafer-bonded system-in-package technology is unique in the 3D NAND industry worldwide.
Even Samsung Electronics CEO Jin Qinan has publicly said that Samsung Electronics originally planned to use Xtacking-like technology to produce 3D NAND in 2025, but did not expect that Yangtze River Storage was the first to mass production.
Originally, Micron's global market share was about 25%, but now Micron has withdrawn due to small tricks, and it is believed that the vacancy in this part of the market will become a new development opportunity for Yangtze River Storage.
Having said that, Yangtze River Storage has been targeted because of too advanced technology, and production equipment has been pinched.
But don't worry too much, Changcun is trying its best to solve the problem of production equipment supply with domestic semiconductor equipment companies, although the current production line can run, but the process is not particularly mature, there will be certain flaws, although the speed of technological progress may slow down.
Because Xtacking's rapid progress is determined by technical characteristics on the one hand, and advanced equipment on the other hand, the current machine is cut off, and technological progress may not be so fast.
But when the mass production of the 128 layer can be stabilized first, the pure domestic production of the 232nd layer can basically stabilize the process and achieve domestic substitution, we have the confidence to face our enemies, and this is the moment when domestic storage shines.
At this point, many people thought that the storage involution had reached the end. However, the opposite is true, and now is a critical period for companies to compete for the market. Support more domestic, support our own technology products, in order to enjoy better prices in the future, after the popularization of SSDs with faster transmission speed and better performance.