China efunye omutendera omunene mu kusindiikiriza mu mulimu gwa IC ogw’okujjukira. Kkampuni ssatu ez’amaanyi ez’Abachina zeetegekera okugezesa okukola drams ne NAND Flash mu kitundu ekyokubiri ekya 2018. YMTC, Innotron (Hefei Chang Xin) ne JHICC zirina okutandika okugezesa okufulumya NAND flash, mobile dram ne specialty dram, mu kitundu ekyokubiri ekya 2018, okusinziira kudramexchange ., okugabanyaamu .Omulembe gw'okunyweza .. Okukola ebintu mu bungi kujja kuddako mu kitundu ekisooka ekya 2019, nga kino kye kisookera ddala okukola chip za China mu ggwanga.
Ebyuma byateekebwa mu FAB ya Innotron mu kwata y’okusatu (Q3) eya 2017, okusinziira ku DRAMEXCHANGE, kyokka kkampuni eyongezeddwayo okugezesa okutuusa q3 2018, nga kino kigenda kugobererwa okufulumya mu bungi mu kitundu ekisooka (1h) ekya 2019.
Jhicc, essira yalitadde ku DRAM ey’enjawulo, nayo yayongezaayo okugezesa okukola okutuusa Q3 2018 n’okufulumya ebintu mu bungi okutuusa nga 1h 2019. Kkampuni eno yalangirira enteekateeka yaayo mu July wa 2016 okuteeka obuwumbi bwa ddoola 5.3 mu Wafer Fab empya eya yinsi 12 mu Jinjiang, Fujian Province.
Innotron ne Jhicc bombi bali mabega mu nteekateeka ze balangiridde, DramExchange bwe yategeezezza.
Innotron ayinza okufuna okusoomoozebwa okulala. Abatunuulizi b’amakolero tebalowooza nti Abachina abakola IC bajja kusobola okukulaakulanya tekinologiya ow’omulembe nga tebatyobodde patent oba okukola omukago ogw’awamu.
"Innotron kirabika ayagala kuvuganya head to head with top DRAM suppliers nga balonda LPDDR4 8GB chips nga ekintu kyayo ekisooka, naye waliwo okusobola okw'amaanyi nti Innotron ejja kuba n'ensonga eziyinza okubaawo ez'okumenya patent," Dramexchange bwe yagambye. "Okwewala okuyomba, Innotron ejja kwetaaga okukung'aanya IP ezimanyiddwa amateeka g'ensi yonna. Enkola endala esinga obukuumi kwe kutunda ebintu mu katale k'omunda mu ggwanga bwokka ku ntandikwa."
Emitendera gya Samsung egy'okusaasaanya ssente mu CAPEX gijja kuteeka ku " .Any hopes nti amakampuni g'Abachina gayinza okuba nga gafuuse abazannyi ab'amakulu mu butale bwa 3D Nand Flash oba DRAM .," ne "just about guarantees nti awatali kika kya joint venture n'ekijjukizo ekinene ekiriwo suppler, new Chinese memory startups telina mukisa mutono okuvuganya ku mutendera gwe gumu n'abakulembedde leero abasuubuzi," Bill McLean, pulezidenti wa IC Insights bwe yategeezezza omwaka oguwedde.
"Ne bwe baba nga bakulaakulanya tekinologiya ow'omulembe ku lwabwe, aba China abapya abasuubuzi kumpi bandimenya patent za DRAM ne Nand eziwera ezikuumibwa Samsung, SK Hynix, Micron, n'ebirala," bwe yagasseeko.
Mu kitundu kya NAND flash, YMTC eteekateeka okuzimba ebifo bisatu ebya 3D-Nand Flash Manufacturing Plants mu mitendera esatu. Omutendera ogwasooka-guwedde mu September wa 2017 ng’okuteeka ebyuma mu kwata y’okusatu mu 2018, ne kigobererwa okugezesa mu kwata y’okuna, Dramexchange bwe yategeezezza. Ekyuma kino kijja kukola 32-Layer MLC 3D-Nand Flash. Wafer starts tezisuubirwa kusukka 10,000 buli mwezi.
"Okuzimba amakolero ag'okubiri- n'ag'okusatu-ag'omutendera n'enteekateeka zaabyo ez'okufulumya ebintu bijja kugenda mu maaso okusinziira ku mbeera oluvannyuma lwa YMTC okutuukirira dizayini yaayo eya layeri 64," Dramexchange bwe yagambye.
