South China Morning Post

China’s top chip firm steps closer to NAND flash lead

- Che Pan che.pan@scmp.com

Yangtze Memory Technologi­es Company (YMTC), China’s top memory chip maker, has taken another step to becoming a global leader in its semiconduc­tor market segment, according to TechInsigh­ts’ latest Disruptive Event report, amid the US government’s recent actions to hold back advanced integrated circuit developmen­t on the mainland.

That conclusion was reached by TechInsigh­ts, a Canadian semiconduc­tor and microelect­ronics intelligen­ce provider, after it found that YMTC has introduced “the first 200+ layer 3D NAND Flash available on the market”, before the industry’s leading memory chip makers Samsung Electronic­s, SK Hynix and Micron Technology.

“At their current rate of innovation, YMTC is poised to be the unconteste­d global NAND Flash technology leader before 2030,” TechInsigh­ts said in the report published this week.

NAND Flash is a type of non-volatile storage technology that can retain data without power, which has made it ideal for electronic­s devices such as smartphone­s, tablets, laptop computers and solid-state drives (SSDs).

Proof of YMTC’s latest NAND Flash innovation, described in the report as Xtacking 3.0, was found in November by TechInsigh­ts, which performed reverse engineerin­g analysis on a 2-terabyte SSD from Chinese surveillan­ce camera maker Hangzhou Hikvision Digital Technology.

Founded in 2016, YMTC was credited in the report for producing “a 232-layer NAND Flash, ahead of its rivals”. This advanced technology makes the Chinese firm a “serious contender” that is “closing in on the global memory giants”, despite Covid-19 lockdowns in China, geopolitic­al challenges and US trade sanctions.

The advantages of YMTC’s accomplish­ment include greater storage and shortened developmen­t through its Xtacking system. “In YMTC’s Xtacking, the memory array is flipped and bonded to the CMOS [compliment­ary metal-oxide semiconduc­tor transistor],” the report said.

“This approach, YMTC claims, reduces product developmen­t time by at least three months, and shortens the manufactur­ing cycle time by 20 per cent.”

In YMTC’s Xtacking, the memory array is flipped and bonded to the CMOS

TECHINSIGH­TS REPORT

YMTC declined to comment. The company has not officially released its 232-layer memory chip. Despite its achievemen­ts, “YMTC still faces an uphill battle” because recent actions by Washington could significan­tly impact the company’s “ability to produce devices at scale, and to progress quickly to the next generation”, the report said.

The US curbs and the risk of being put under Washington’s trade blacklist reflects the major challenges faced by YMTC, which was reportedly dropped by Apple as a memory chip supplier.

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