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  1. A

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    Samsung has NAND production there, but no DRAM. SK Hynix has 40% DRAM there, and NAND. It still would be short China's needs. Not sure a fab would work very well without any supplier support, and Korea support.
  2. A

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    It's not that simple. Samsung exists too. So while the West diverts logic to Samsung and Intel, China would have no memory and storage suppliers to buy from. CXMT and YMTC can't meet all their needs, especially with broadened trade restrictions a Taiwan blockade would cause.
  3. A

    Micron says they plan to spend (up to) $100B over 20 years to build fabs in New York

    Research firms are forecasting the TAM to expand 2.5x the next 7 years to well over $300B per year. All Micron needs to do is expand at industry pace.
  4. A

    It is reported that Samsung’s 13nm memory research and development failed

    the rumor mill is saying that may not be a good thing, or a sure bet in the production phase https://semianalysis.substack.com/p/samsung-electronics-cultural-issues?s=r
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