A particularly surprising discovery is that CXMT is constructing its cleanrooms—where the actual silicon is produced—in just around 12 months, whereas the rest of the DRAM manufacturing industry typically takes 21-24 months, nearly a full year longer.
Finally, the report notes that the Chinese government is encouraging CXMT to transfer its DRAM technology IP to other Chinese DRAM manufacturers such as JHICC, Swaysure, and YTMC’s subsidiary XMC. This initiative aims to alleviate memory shortages domestically before CAMT-designed DRAM enters other markets, such as the EU and possibly even the U.S.
It’s kind of cool to think about…that we’re living in the silicon age. The next step after bronze and iron and steel. We’re still making useful things out of rocks…but different rocks, and now we boil water to use them. Like a stone soup, which itself is based upon a pre-revolution French folk-tale about the joys of communism…but now the government is “encouraging” manufacturers to throw in their vegetables. I don’t think government strong-arming the peoole was a part of the original tale but I could be wrong.