Chinese Memory Manufacturer YMTC Urgently Seeks Alternatives to American Equipment
In October of last year, US sanctions restricted the export of equipment to China that allowed the production of solid-state memory with more than 128 layers. Chinese company YMTC, which had unveiled its 232-layer 3D NAND chips just two months before, is now compelled to search for alternatives to American equipment and specialists to maintain its production operations.
This information, citing its own sources, is reported by the South China Morning Post. It should be noted that in December of the previous year, US trade sanctions specifically targeted YMTC. When combined with the sanctions imposed in October, this resulted in the Chinese memory manufacturer losing access to equipment from the American brand Lam Research. Furthermore, YMTC was unable to employ US citizens who could have serviced this equipment in its facilities. The company had to reduce product deliveries and delay the commissioning of a second silicon wafer processing plant in Wuhan.
In March of this year, YMTC received approximately $7 billion in capital from China’s state fund, which it could allocate to reduce its dependence on American equipment and specialists. Currently, the company is actively seeking Chinese equipment suppliers that could compensate for American sanctions. It is also attempting to establish a scheme for attracting specialists with the necessary qualifications to service existing equipment. In addition to these efforts, YMTC is looking for suppliers of electrostatic chucks used in the transfer of silicon wafers during processing. One unnamed Beijing company is poised to become YMTC’s partner in developing “import-substituting” equipment for flash memory production. To service the equipment already in operation, YMTC is trying to engage companies from outside the United States.
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