Yangtze Memory Technologies
| Yangtze Memory Technologies Co. Ltd. | |
|---|---|
| Тип | Частично Государственное предприятие |
| Дата основания | 2016 |
| Расположение | Китай: Ухань |
| Ключевые фигуры | Чэнь Наньсян (председатель правления) |
| Отрасль | Полупроводниковая промышленность |
| Продукция | Интегральные схемы памяти и твердотельные накопители |
| Число сотрудников | 8 тыс. (2023) |
| Материнская компания | Tsinghua Unigroup |
| Дочерние компании | Wuhan Xinxin Semiconductor Manufacturing Corp (XMC) |
| Сайт | https://www.ymtc.com |
Yangtze Memory Technologies Company Limited (YMTC) — Китайская компания электронной промышленности, крупнейший в стране разработчик и производитель чипов флеш-памяти (NAND). Выпускает корпоративную и потребительскую продукцию под брендами YMTC Xtacking и Zhitai. Штаб-квартира расположена в городе Ухань (провинция Хубэй).
История
В 2014 году в городе Ухань был основан научно-исследовательский центр технологии 3D NAND. Компания YMTC была основана в июле 2016 года в Ухане благодаря инвестициям государственных структур — холдинга Tsinghua Unigroup, правительства провинции Хубэй и «полупроводникового» фонда ICF, которые суммарно вложили 2,9 млрд долларов. В 2017 году была построена первая фабрика компании и началось производство первой в Китае флэш-памяти 3D NAND. В сентябре 2019 года флэш-память Gen2 3D NAND с архитектурой YMTC Xtacking была официально запущена в массовое производство. В 2020 году запущено производство чипов флэш-памяти Gen3 3D NAND и накопителей SSD под брендом Zhitai. В начале 2022 года YMTC столкнулась с финансовыми проблемами материнской Tsinghua Unigroup.
В июле 2022 года Саймон Ян ушёл с поста генерального директора YMTC, став заместителем председателя. Осенью 2022 года американская компания Apple отказалась от планов использования чипов памяти YMTC в своих смартфонах. В декабре 2022 года власти США добавили YMTC в «чёрный список» организаций, на которые наложены торговые ограничения. Санкции вынудили компанию уволить часть персонала и отложить планы расширения заводов.
В марте 2023 года государственный ICF объявил о намерении инвестировать дополнительно 1,9 млрд долларов в YMTC. Дополнительно, ещё несколько миллиардов долларов в YMTC вложили другие поддерживаемые государством инвесторы. Значительная часть средств пошла на замену импортного оборудования китайскими машинами и комплектующими. В октябре 2023 года YMTC провела новый раунд сбора средств, а в ноябре 2023 года подала в суд на Micron Technology из-за патентного спора.
В январе 2024 года Министерство обороны США включило YMTC в свой список «китайских военных компаний, действующих в Соединенных Штатах».
Деятельность
YMTC разрабатывает и производит пластины для микросхем, потребительские и корпоративные твердотельные накопители, карты памяти (в том числе MMC), флэш-накопители (в том числе UFS), а также занимается корпусированием интегральных схем на собственной архитектуре Xtacking. 232-слойные чипы 3D NAND и решения встроенной памяти YMTC применяются в смартфонах, ноутбуках, персональных компьютерах, автомобилях, серверах и центрах обработки данных.
Yangtze Memory Technologies Company имеет более 8 тыс. сотрудников, в том числе 6 тыс. инженеров, занятых в исследовательских центрах в Ухане, Пекине, Шэньчжэне и Санта-Кларе. Производственные мощности компании (две фабрики) расположены в Ухане. Основными конкурентами YMTC на мировом рынке являются компании Samsung Semiconductor, SK Hynix, Micron Technology, Western Digital, Intel, Kioxia и Changxin Memory Technologies; среди крупнейших клиентов YMTC — Huawei.
Примечания
- Yangtze Memory Technologies Co Ltd — https://www.bloomberg.com/profile/company/1577197D:CH
- https://www.bloomberg.com/profile/company/1577197D:CH
- https://web.archive.org/web/20201201134131/https://www.bloomberg.com/profile/company/1577197D:CH
- China’s top memory chip maker YMTC replaces CEO amid risks of US sanctions after rumoured Apple deal — https://www.scmp.com/tech/big-tech/article/3194519/chinas-top-memory-chip-maker-ymtc-replaces-ceo-amid-risks-us
- https://www.scmp.com/tech/big-tech/article/3194519/chinas-top-memory-chip-maker-ymtc-replaces-ceo-amid-risks-us
- https://web.archive.org/web/20240425143742/https://www.scmp.com/tech/big-tech/article/3194519/chinas-top-memory-chip-maker-ymtc-replaces-ceo-amid-risks-us
- Tech war: China’s top memory chip maker carefully treads path to semiconductor self-sufficiency as US ponders trade sanctions — https://www.scmp.com/tech/big-tech/article/3193635/tech-war-chinas-top-memory-chip-maker-carefully-treads-path
- https://www.scmp.com/tech/big-tech/article/3193635/tech-war-chinas-top-memory-chip-maker-carefully-treads-path
- https://web.archive.org/web/20241111220913/https://www.scmp.com/tech/big-tech/article/3193635/tech-war-chinas-top-memory-chip-maker-carefully-treads-path
- China’s YMTC set for chip comeback despite US export controls — https://www.ft.com/content/9ad41255-dfa9-419f-9e30-0ab537ab54fd
- https://www.ft.com/content/9ad41255-dfa9-419f-9e30-0ab537ab54fd
- https://web.archive.org/web/20240229150153/https://www.ft.com/content/9ad41255-dfa9-419f-9e30-0ab537ab54fd
- China’s top 10 semiconductor firms — https://thechinaproject.com/2023/02/03/chinas-top-10-semiconductor-firms/
- https://thechinaproject.com/2023/02/03/chinas-top-10-semiconductor-firms/
- https://web.archive.org/web/20240221210843/https://thechinaproject.com/2023/02/03/chinas-top-10-semiconductor-firms/
- How China's chip industry defied the coronavirus lockdown — https://asia.nikkei.com/Spotlight/The-Big-Story/How-China-s-chip-industry-defied-the-coronavirus-lockdown
- https://asia.nikkei.com/Spotlight/The-Big-Story/How-China-s-chip-industry-defied-the-coronavirus-lockdown
- https://web.archive.org/web/20201121161123/https://asia.nikkei.com/Spotlight/The-Big-Story/How-China-s-chip-industry-defied-the-coronavirus-lockdown
- Apple Built Its Empire With China. Now Its Foundation Is Showing Cracks — https://www.nytimes.com/2022/11/07/business/apple-china-ymtc.html
- https://www.nytimes.com/2022/11/07/business/apple-china-ymtc.html
- https://web.archive.org/web/20230907030741/https://www.nytimes.com/2022/11/07/business/apple-china-ymtc.html
- China's Tsinghua Unigroup axes major memory chip projects — https://asia.nikkei.com/Business/China-tech/China-s-Tsinghua-Unigroup-axes-major-memory-chip-projects
- https://asia.nikkei.com/Business/China-tech/China-s-Tsinghua-Unigroup-axes-major-memory-chip-projects
- https://web.archive.org/web/20240122024104/https://asia.nikkei.com/Business/China-tech/China-s-Tsinghua-Unigroup-axes-major-memory-chip-projects
- Some Flash Memory Keynotes — https://www.forbes.com/sites/tomcoughlin/2018/08/13/some-flash-memory-keynotes/?sh=441b4ea93202
- https://www.forbes.com/sites/tomcoughlin/2018/08/13/some-flash-memory-keynotes/?sh=441b4ea93202
- https://web.archive.org/web/20240301100930/https://www.forbes.com/sites/tomcoughlin/2018/08/13/some-flash-memory-keynotes/?sh=441b4ea93202
- China’s YMTC takes 3D-NAND to 64 layers — https://www.eenewseurope.com/en/chinas-ymtc-takes-3d-nand-to-64-layers/
- https://www.eenewseurope.com/en/chinas-ymtc-takes-3d-nand-to-64-layers/
- https://web.archive.org/web/20240301102147/https://www.eenewseurope.com/en/chinas-ymtc-takes-3d-nand-to-64-layers/
- A Chinese firm made a memory chip that can compete with Samsung. What’s next? — https://technode.com/2020/04/23/ymtc-memory-chip/
- https://technode.com/2020/04/23/ymtc-memory-chip/
- https://web.archive.org/web/20201209032322/https://technode.com/2020/04/23/ymtc-memory-chip/
- YMTC sees low yield rates for 128-layer 3D NAND flash — https://www.digitimes.com/news/a20210824PD210.html
- https://www.digitimes.com/news/a20210824PD210.html
- https://web.archive.org/web/20211103070117/https://www.digitimes.com/news/a20210824PD210.html
- Semiconductor Industry: YMTC Starts Selling SSD Products — https://www.businesskorea.co.kr/news/articleView.html?idxno=51963
- https://www.businesskorea.co.kr/news/articleView.html?idxno=51963
- https://web.archive.org/web/20240301103941/https://www.businesskorea.co.kr/news/articleView.html?idxno=51963
- China’s Tsinghua Unigroup completes debt restructuring, ownership change to keep afloat its major semiconductor operations — https://www.scmp.com/tech/big-tech/article/3185033/chinas-tsinghua-unigroup-completes-debt-restructuring-ownership
- https://www.scmp.com/tech/big-tech/article/3185033/chinas-tsinghua-unigroup-completes-debt-restructuring-ownership
- https://web.archive.org/web/20230912224524/https://www.scmp.com/tech/big-tech/article/3185033/chinas-tsinghua-unigroup-completes-debt-restructuring-ownership
- Yangtze Memory CEO reported to have resigned — https://www.electronicsweekly.com/news/business/yangtze-memory-ceo-reported-to-have-resigned-2022-09/
- https://www.electronicsweekly.com/news/business/yangtze-memory-ceo-reported-to-have-resigned-2022-09/
- https://web.archive.org/web/20221218171142/https://www.electronicsweekly.com/news/business/yangtze-memory-ceo-reported-to-have-resigned-2022-09/
- CEO of Chinese chipmaker Yangtze Memory steps down — https://asia.nikkei.com/Business/Tech/Semiconductors/CEO-of-Chinese-chipmaker-Yangtze-Memory-steps-down
- https://asia.nikkei.com/Business/Tech/Semiconductors/CEO-of-Chinese-chipmaker-Yangtze-Memory-steps-down
- https://web.archive.org/web/20240523112542/https://asia.nikkei.com/Business/Tech/Semiconductors/CEO-of-Chinese-chipmaker-Yangtze-Memory-steps-down
- Apple отказалась от планов использования китайских чипов YMTC в своих продуктах — https://forbes.ua/ru/news/apple-vidmovilas-vid-planiv-vikoristannya-kitayskikh-chipiv-ymtc-u-svoikh-produktakh-17102022-9060
- https://forbes.ua/ru/news/apple-vidmovilas-vid-planiv-vikoristannya-kitayskikh-chipiv-ymtc-u-svoikh-produktakh-17102022-9060
- https://web.archive.org/web/20240229144728/https://forbes.ua/ru/news/apple-vidmovilas-vid-planiv-vikoristannya-kitayskikh-chipiv-ymtc-u-svoikh-produktakh-17102022-9060
- Apple заморозила планы использования чипов китайской YMTC в своих гаджетах — https://www.epravda.com.ua/rus/news/2022/10/17/692714/
- https://www.epravda.com.ua/rus/news/2022/10/17/692714/
- https://web.archive.org/web/20240229144843/https://www.epravda.com.ua/rus/news/2022/10/17/692714/
- Apple freezes plan to use China's YMTC chips amid political pressure — https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-freezes-plan-to-use-China-s-YMTC-chips-amid-political-pressure
- https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-freezes-plan-to-use-China-s-YMTC-chips-amid-political-pressure
- https://web.archive.org/web/20231013235615/https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-freezes-plan-to-use-China-s-YMTC-chips-amid-political-pressure
- Apple freezes plans to use China's YMTC chips — https://www.reuters.com/technology/apple-freezes-plan-use-chinas-ymtc-chips-nikkei-2022-10-17/
- https://www.reuters.com/technology/apple-freezes-plan-use-chinas-ymtc-chips-nikkei-2022-10-17/
- https://web.archive.org/web/20240929151001/https://www.reuters.com/technology/apple-freezes-plan-use-chinas-ymtc-chips-nikkei-2022-10-17/
- Biden blacklists China's YMTC, crackdowns on AI chip sector — https://www.reuters.com/technology/biden-blacklist-chinas-ymtc-crackdown-ai-chip-sector-2022-12-15/
- https://www.reuters.com/technology/biden-blacklist-chinas-ymtc-crackdown-ai-chip-sector-2022-12-15/
- https://web.archive.org/web/20230806215540/https://www.reuters.com/technology/biden-blacklist-chinas-ymtc-crackdown-ai-chip-sector-2022-12-15/
- Chinese Flash Maker Slashes Jobs Amid Sanctions — https://www.tomshardware.com/news/ymtc-cutting-jobs
- https://www.tomshardware.com/news/ymtc-cutting-jobs
- https://web.archive.org/web/20230525074813/https://www.tomshardware.com/news/ymtc-cutting-jobs
- The Cybersecurity 202: Schools are another prime ransomware target — https://www.washingtonpost.com/politics/2021/07/12/cybersecurity-202-schools-are-another-prime-ransomware-target/
- https://www.washingtonpost.com/politics/2021/07/12/cybersecurity-202-schools-are-another-prime-ransomware-target/
- https://web.archive.org/web/20210713132715/https://www.washingtonpost.com/politics/2021/07/12/cybersecurity-202-schools-are-another-prime-ransomware-target/
- Biden Administration Clamps Down on China’s Access to Chip Technology — https://www.nytimes.com/2022/10/07/business/economy/biden-chip-technology.html
- https://www.nytimes.com/2022/10/07/business/economy/biden-chip-technology.html
- https://web.archive.org/web/20231013150715/https://www.nytimes.com/2022/10/07/business/economy/biden-chip-technology.html
- US targets China’s potential chip stars with new restrictions — https://www.ft.com/content/0693edbb-d3d5-4e15-9c33-08f82e6460bc
- https://www.ft.com/content/0693edbb-d3d5-4e15-9c33-08f82e6460bc
- https://web.archive.org/web/20230717110645/https://www.ft.com/content/0693edbb-d3d5-4e15-9c33-08f82e6460bc
- China Plans to Inject $1.9 Billion Into Top Memory Chipmaker — https://www.bloomberg.com/news/articles/2023-03-02/china-plans-to-inject-1-9-billion-into-top-memory-chipmaker
- https://www.bloomberg.com/news/articles/2023-03-02/china-plans-to-inject-1-9-billion-into-top-memory-chipmaker
- https://web.archive.org/web/20230404065200/https://www.bloomberg.com/news/articles/2023-03-02/china-plans-to-inject-1-9-billion-into-top-memory-chipmaker
- Tech war: China’s top memory chip maker YMTC forges closer ties with domestic supplier to replace US parts, sources say — https://www.scmp.com/tech/tech-war/article/3235074/tech-war-chinas-top-memory-chip-maker-ymtc-forges-closer-ties-domestic-supplier-replace-us-parts
- https://www.scmp.com/tech/tech-war/article/3235074/tech-war-chinas-top-memory-chip-maker-ymtc-forges-closer-ties-domestic-supplier-replace-us-parts
- https://web.archive.org/web/20240224123248/https://www.scmp.com/tech/tech-war/article/3235074/tech-war-chinas-top-memory-chip-maker-ymtc-forges-closer-ties-domestic-supplier-replace-us-parts
- Costs of US chip curbs force China’s YMTC into major fundraising round — https://www.ft.com/content/4dcaaf91-d77f-4c70-97bf-69ba6a4e94f9
- https://www.ft.com/content/4dcaaf91-d77f-4c70-97bf-69ba6a4e94f9
- https://web.archive.org/web/20231210065448/http://www.ft.com/content/4dcaaf91-d77f-4c70-97bf-69ba6a4e94f9
- Chinese chipmaker YMTC sues Micron alleging patent infringement — https://www.reuters.com/technology/chinese-chipmaker-ymtc-sues-micron-alleging-patent-infringement-2023-11-13/
- https://www.reuters.com/technology/chinese-chipmaker-ymtc-sues-micron-alleging-patent-infringement-2023-11-13/
- https://web.archive.org/web/20231118185531/https://www.reuters.com/technology/chinese-chipmaker-ymtc-sues-micron-alleging-patent-infringement-2023-11-13/
- Pentagon calls out Chinese companies it says are helping Beijing's military — https://www.reuters.com/technology/pentagon-adds-companies-chinese-military-list-us-official-says-2024-01-31/
- https://www.reuters.com/technology/pentagon-adds-companies-chinese-military-list-us-official-says-2024-01-31/
- https://web.archive.org/web/20240313185728/https://www.reuters.com/technology/pentagon-adds-companies-chinese-military-list-us-official-says-2024-01-31/
- YMTC ready to volume produce 128-layer QLC NAND flash — https://www.digitimes.com/news/a20210922PD201.html
- https://www.digitimes.com/news/a20210922PD201.html
- https://web.archive.org/web/20211103070114/https://www.digitimes.com/news/a20210922PD201.html
- YMTC Announces Xtacking 3.0 for Faster, Denser 3D TLC NAND — https://www.tomshardware.com/news/ymtc-announces-xtacking-30-for-faster-denser-3d-tlc-nand
- https://www.tomshardware.com/news/ymtc-announces-xtacking-30-for-faster-denser-3d-tlc-nand
- https://web.archive.org/web/20230606093226/https://www.tomshardware.com/news/ymtc-announces-xtacking-30-for-faster-denser-3d-tlc-nand
- China’s top memory chip maker YMTC takes latest step to become a global market leader, but US sanctions could derail its ambitions — https://www.scmp.com/tech/tech-war/article/3201715/chinas-top-memory-chip-maker-ymtc-takes-latest-step-become-global-market-leader-us-sanctions-could
- https://www.scmp.com/tech/tech-war/article/3201715/chinas-top-memory-chip-maker-ymtc-takes-latest-step-become-global-market-leader-us-sanctions-could
- https://web.archive.org/web/20231012111636/https://www.scmp.com/tech/tech-war/article/3201715/chinas-top-memory-chip-maker-ymtc-takes-latest-step-become-global-market-leader-us-sanctions-could
- Ultra-Fast SSDs Coming: 2400 MT/s NAND in Mass Production — https://www.tomshardware.com/news/ymtc-releases-zhitai-tiplus7100-ssd-with-232-layer-3d-nand
- https://www.tomshardware.com/news/ymtc-releases-zhitai-tiplus7100-ssd-with-232-layer-3d-nand
- https://web.archive.org/web/20230531054958/https://www.tomshardware.com/news/ymtc-releases-zhitai-tiplus7100-ssd-with-232-layer-3d-nand
- China Does It Again. A NAND Memory Market First — https://www.techinsights.com/blog/china-does-it-again-nand-memory-market-first
- https://www.techinsights.com/blog/china-does-it-again-nand-memory-market-first
- https://web.archive.org/web/20240223141219/https://www.techinsights.com/blog/china-does-it-again-nand-memory-market-first
- Tsinghua Scraps 3D NAND and DRAM Fabs: May Affect Memory Prices — https://www.tomshardware.com/news/tsinghua-scraps-3d-nand-and-dram-fabs
- https://www.tomshardware.com/news/tsinghua-scraps-3d-nand-and-dram-fabs
- https://web.archive.org/web/20220807201409/https://www.tomshardware.com/news/tsinghua-scraps-3d-nand-and-dram-fabs
- Tech war: China's top memory chip maker YMTC making progress in producing advanced 3D NAND products with locally sourced equipment — https://finance.yahoo.com/news/tech-war-chinas-top-memory-093000928.html
- https://finance.yahoo.com/news/tech-war-chinas-top-memory-093000928.html
- https://web.archive.org/web/20240229150002/https://finance.yahoo.com/news/tech-war-chinas-top-memory-093000928.html
- YMTC is China's First Mass Producer of 3D NAND Flash Memory Chips — https://www.techinsights.com/blog/ymtc-chinas-first-mass-producer-3d-nand-flash-memory-chips
- https://www.techinsights.com/blog/ymtc-chinas-first-mass-producer-3d-nand-flash-memory-chips
- https://web.archive.org/web/20201110064236/https://www.techinsights.com/blog/ymtc-chinas-first-mass-producer-3d-nand-flash-memory-chips
- Apple Weighs More Memory Chip Suppliers, Including China — https://www.bloomberg.com/news/articles/2022-03-31/apple-said-to-weigh-more-memory-chip-suppliers-including-china
- https://www.bloomberg.com/news/articles/2022-03-31/apple-said-to-weigh-more-memory-chip-suppliers-including-china
- Bipartisan group urges US blacklist for ‘Beijing-directed’ chipmaker — https://www.ft.com/content/173eb5b7-c211-4fa8-af8e-93382ed12836
- https://www.ft.com/content/173eb5b7-c211-4fa8-af8e-93382ed12836
- https://web.archive.org/web/20230513184125/https://www.ft.com/content/173eb5b7-c211-4fa8-af8e-93382ed12836
Ссылки
- Сайт компании — https://www.ymtc.com
- Сайт компании