Monday, May 4th 2020
China's Yangtze Memory Technologies' 64L Xtacking NAND Competitive Against Mainstream Manufacturers' Solutions
China's plans for world domination include the country slowly retracting itself from its dependency on western companies' technologies, via heavy acceleration of plans for and production of a myriad of semiconductor technologies. One of the more important technologies amongst those due to its relative ease of manufacture and overall market value is, of course, NAND technology. And the days of China being undoubtedly behind other manufacturers' technologies seems to be coming to an end, with the countries' Yangtze Memory Technologies (YMTC) 64-layer Xtacking TLC NAND design already achieving pretty impressive results compared to its mainstream counterparts.
Xtacking technology is expected to disrupt the $52 billion NAND memory market and its big players such as Micron, Samsung, SK Hynix, Kioxia, Western Digital, and Intel. The technology separates periphery circuits and memory cell operations towards a separate wafer, which allows for increased performance and throughput compared to other designs. Senior technical fellow Jeongdong Choe at Ottawa, Canada-based TechInsights (a company specializing in reverse-engineering semiconductor technology) has told EE Times YMTC's 64-layer, 256 Gb die bit density is 4.41 Gb/mm, which is higher than the Samsung equivalent 256 Gb die at 3.42 Gb/mm.While other companies have been introducing ever-increasing layer-dense NAND designs (such as 96-layer and 128-layer designs from SK Hynix), the 64-layer design may seem retrograde; however, the company already has aworking 128-bit QLC design, and will be scaling its TLC Xtacking NAND towards 128-layer 512 Gb chips, thus increasing its leverage against other companies' solutions.Funded in 2015, YMTC is an important part of China's "Made in china 2025" technology migration plan. When YMTC started operations, less than 20% of the chips consumed in China in 2015 were domestically produced. It seems YMTC may well be on the way to make the "Made in China 2025" plans to reach 40% domestic production by 2020 - and 70% by 2025.
Source:
EETimes
Xtacking technology is expected to disrupt the $52 billion NAND memory market and its big players such as Micron, Samsung, SK Hynix, Kioxia, Western Digital, and Intel. The technology separates periphery circuits and memory cell operations towards a separate wafer, which allows for increased performance and throughput compared to other designs. Senior technical fellow Jeongdong Choe at Ottawa, Canada-based TechInsights (a company specializing in reverse-engineering semiconductor technology) has told EE Times YMTC's 64-layer, 256 Gb die bit density is 4.41 Gb/mm, which is higher than the Samsung equivalent 256 Gb die at 3.42 Gb/mm.While other companies have been introducing ever-increasing layer-dense NAND designs (such as 96-layer and 128-layer designs from SK Hynix), the 64-layer design may seem retrograde; however, the company already has aworking 128-bit QLC design, and will be scaling its TLC Xtacking NAND towards 128-layer 512 Gb chips, thus increasing its leverage against other companies' solutions.Funded in 2015, YMTC is an important part of China's "Made in china 2025" technology migration plan. When YMTC started operations, less than 20% of the chips consumed in China in 2015 were domestically produced. It seems YMTC may well be on the way to make the "Made in China 2025" plans to reach 40% domestic production by 2020 - and 70% by 2025.
11 Comments on China's Yangtze Memory Technologies' 64L Xtacking NAND Competitive Against Mainstream Manufacturers' Solutions
The end result is that Chinese NAND will be utter s**t for a decade at least, much like their CPUs - unless they've managed to steal enough of Micron's IP, of course.
This assumes the tech even exists int he first place, and that it actually works. Their "86 CPUs" are dumpster fires despite the CCP propoganda of them being legit competitors, their "stealth fighters" are ripoff F-22s with the radar cross section of a barn door and the flying capability of a F-104 starfighter, their carriers are a failed russian design and a failed russian ripoff with a RAMP (LMFAO), ece. Until the final products are in the hands of consumers in other countries and are subject to fair tests, it's a safe bet to assume this storage will either be ridiculously slow for NAND or have the write endurance of tissue paper. And the slight issue of this stuff being made on stolen IP, just like Huwaei's mobile radios.
"company specializing in reverse-engineering semiconductor technology "<- sneaky stealers copy cats.. learn and be creativ don't steal ahh i hate those guys i don't write what i think or i will be banned here ^^