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News, analysis and comment from the Financial Times, the worldʼs leading global business publication
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Regardless of the "clarification", 19nm (it could in fact be looser, like 20 nm or over) is actually within the export control guidelines, so there shouldn't be any reason for control anyway.
Whether it justifies confidence in CXMT's ramp is another story.
In 2020, CXMT was producing 22 nm DDR4 DRAM, which might have been called "19nm". It has been analyzed by TechInsights, it has a 0.0045 um2 cell size and 22 nm D/R, likely a 62 nm word line pitch and 72 nm bit line pitch. https://www.techinsights.com/products/mfr-2006-802
Other DRAM manufacturers are already offering more competitive DDR4. So any of China's bans or US's export controls should not result in advantage or disadvantage to CXMT. CXMT's own expansion ambition requires a lot of cash. Since they are planning for the IPO to do this, it means they'are not getting it from the government.
CXMT's own expansion ambition requires a lot of cash. Since they are planning for the IPO to do this, it means they'are not getting it from the government.
CXMT's own expansion ambition requires a lot of cash. Since they are planning for the IPO to do this, it means they'are not getting it from the government.
They may well be doing IPO exactly because somebody in the government has a chunk of their stock, and wants to cash out. Them getting a bail out (about which the insider will know) will play nicely into that.
