The US wants to block Chinas access to equipment for
Hardware

The US wants to block China’s access to equipment for the production of advanced 3D NAND flash memory

Founded in 2016, the Chinese company YMTC not only managed to start mass shipments of 128-layer 3D NAND memory to its customers a year ago, but also managed to capture 5% of the global flash memory market now. American Micron Technology, for example, controls 11% of the market, so US authorities are considering restrictions that could slow the growth of a Chinese competitor.

    Image source: YMTC

Image source: YMTC

As noted Reuters, Since the beginning of this year, the production volume of flash memory in China has reached 23% of the world, although only two years ago this figure did not exceed 14%. Even American companies Western Digital and Micron Technology produce the bulk of NAND memory outside the country, causing some concern for local authorities.

According to the source, US authorities are hatching the idea of ​​banning the export to China of certain types of technological devices that enable the production of modern solid-state memories. The “watershed” is to be drawn based on the number of layers – devices that enable the production of 3D NAND memory with more than 128 layers are to be banned for export to China. We are talking about the products of the American LAM Research and Applied Materials, but the restrictions will also affect the activities of foreign memory manufacturers in China. The business of Samsung Electronics and SK Hynix, in particular, could suffer as US officials say it is undesirable to import either company’s devices into China, even if they are controlled by headquarters from countries friendly with the United States are states. Korean company SK hynix, which recently bought Intel’s 3D NAND memory factory in Dalian, China, won’t like this news, and Samsung also has a large solid-state memory factory in China.

Since YMTC began shipping samples of 192-layer 3D NAND memory to customers last quarter, restrictions on importing US-origin technology devices will severely limit its ability to continue to compete in the global marketplace. Rumor has it that even Apple was interested in YMTC memory chips and wanted to equip their mobile devices with them.

In fact, even last week’s package of legislation to stimulate the development of America’s national semiconductor industry includes restrictions on interactions with companies doing business in China. Recipients of US subsidies are banned for ten years from investing in the expansion and modernization of production facilities in China.

About the author

Dylan Harris

Dylan Harris is fascinated by tests and reviews of computer hardware.

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