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On April 11th, Changjiang Storage took the theme of “Living in the Yangtze River, and the future of Smart Reserve†as the theme and celebrated the official transfer of the storage base into production equipment.
In September 2017, the Yangtze River’s new national storage base project (Phase 1) production and power plants were sealed ahead of schedule. In February 2018, the interior of the factory was renovated and air-conditioning and fire-fighting systems were installed. Machines are ready for equipment and it is expected that 3D NAND will be produced in volume soon.
China's domestic demand is huge, not only by terminal manufacturers such as Huawei and Lenovo, but also by Internet giants such as Baidu, Tencent, and Alibaba. Together with the rapid development of China's Internet of Things, artificial intelligence, and robotics industries, China has a huge demand for semiconductor chips. Especially memory.
For China, localization of chips is a strategic goal. The completion of the construction of the first phase of the Yangtze River's storage and storage plant and the formal migration of the factory buildings into production equipment represent the official entry of domestic storage.
It is reported that in the first phase of the National Memory Base, a planned investment of US$24 billion will cover an area of ​​1968 acres. It will build 3 single-seat, 3D NAND flash memory production plants with the largest clean area in the world. The total capacity of the No. 1 project will reach 300,000 pieces per month.
At the 9th CITE meeting, Zhao Weiguo stated that Wuhan Changjiang Storage Base began to move into production equipment on April 11th, and 32-level 64G memory will be used for small-scale mass production.
In the storage development plan of the Yangtze River, the first phase of Yangtze River Storage will use 3DNandFlash as an entry point, and support the rapid development through technical cooperation support. The second phase aims to reach a capacity of 300,000 by 2020. Zhao Weiguo said that the Yangtze River Storage will be able to Entering the world's first echelon of memory companies, this stage will be able to contribute 8% of the Chinese chip's own production rate, and China's goal is to achieve 40% chip self-sufficiency in 2020.
Zhao Weiguo once revealed that it has raised 180 billion yuan, including 80 billion yuan in Wuhan, and 50 billion yuan each in Chengdu and Nanjing. Ziguang is initiating Ziguang Guoxin IC Co., Ltd. (referred to as the big company) with the Chongqing Municipal Government and the National Fund. The registered capital is 100 billion yuan, and the registered place is Chongqing. It is hoped that a large company with a registered capital of 100 billion will raise 190 billion in total. A total of 370 billion, enough for five years of ammunition.
China's three major camp memory formation
Three companies in China have launched assaults to memory chip manufacturing, namely 32-layer 3D NAND flash memory stored in Wuhan Yangtze River; Fujian Jinhua is a 32-nanometer DRAM niche product; and Hefei Changxin (Rui Li) 19-nanometer DRAM. Moreover, all three claimed that by the end of 2018, trial production will be implemented and the production line will be opened.
If we take into account that Ziguang has just announced the construction of two memory bases in Nanjing and Chengdu respectively, it will have five companies in total.
China's semiconductor industry wants to start manufacturing memory chips. At that time, most people were cautious, not to underestimate themselves, but the competition in the memory industry was too fierce.
Judging from the current status, China's strategy for developing memory will be successful. The next 3 to 5 years will be an extremely important period. In particular, strengthening the layout of IP, the Chinese government and manufacturers must rely on the domestic market and excellent development in the future. Capabilities, as well as world-class production capacity, and access to the most advantageous negotiating bargaining chips with international manufacturers, have the opportunity to be global and have a place.
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