YMTC bhi 4F² DRAM race mein entry kar raha hai. Target: 9,600 MT/s LPDDR5 with Vertical Channel Transistor (VCT). Xtacking bonding tech NAND se DRAM pe extend kar rahe hain + longer-term 3D DRAM roadmap. China ke memory players (CXMT + YMTC) density architecture pe aggressive ho rahe hain. #DRAM# #YMTC# #Semiconductors# #4F2#

China’s CXMT claims it will launch 4F² server DDR5 by end-2026 - roughly two years ahead of Samsung’s timeline. Samsung fell ~7.4%, SK Hynix ~10% on the news. 4F² cuts cell area by ~33% vs current 6F². $SSNLF $SKHY

Watching people freak out over CXMT's 4F² and claim that CXMT has caught up with Western memory technology is honestly laughable. CXMT has hit the limits of DUV scaling. What it is trying to do is move from 6F² to 4F² at the relatively relaxed 13 to 14nm node so it can extend the life of DUV. It is not jumping straight to 4F² to leapfrog Western memory makers that use EUV. People have the cause and effect backwards. Samsung and SK hynix are also not holding off on 4F² because they are stupid. If they wanted to mass produce 4F² right now, they actually could. The only reason they don't is that the yields aren't there. I really can't make sense of this selloff sparked by CXMT. 🤡

$MU $SKHY Headline: CXMT “2 years ahead of Samsung” on 4F² DRAM. CXMT said: 4F² DDR5 RDIMM by year end. Didn’t say: specs, yields, capacity, speed, qualification, or volume date. Meanwhile Micron, Samsung and SK hynix race to 3D DRAM, which will blow away planar DRAM.

CXMT plans to introduce DDR5 server memory modules based on its new 4F² DRAM architecture by year-end 2026, STAR Market Daily reported on Oct. 10. The design uses vertical transistors to reduce the footprint of each memory cell. At the same feature size, it could pack more memory into a given chip area than a conventional 6F² design. CXMT did not disclose product specifications or an exact launch date, according to the report. The article also provides no yield or shipment-volume data, making it difficult to assess the scale and economics of production.

According to Counterpoint Research, YMTC, like CXMT, is researching DRAM based on a 4F² cell architecture. YMTC’s version operates at 9,600 MT/s and is slated for mass production at YMTC Fab 3.