tphuang(@tphuang):China's full memory chip supply chain: CXMT & YMTC are the main players here, but it supports a huge list of Fab equipment, cleaning producers + Semi material & chemicals + local components As well as HBM related chain, OSAT, controllers, OEMs, modules, desingers & distribution Memory chip is the main bottleneck of AI industry now. Everything will be expected to run larger & larger models in the future, so this supply chain will be expected to continue to grow really quickly.

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

参加 May 2009

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tphuang@tphuang

2026.07.26 11:21

China's full memory chip supply chain: CXMT & YMTC are the main players here, but it supports a huge list of Fab equipment, cleaning producers + Semi material & chemicals + local components As well as HBM related chain, OSAT, controllers, OEMs, modules, desingers & distribution Memory chip is the main bottleneck of AI industry now. Everything will be expected to run larger & larger models in the future, so this supply chain will be expected to continue to grow really quickly.