LXC ✧𝔸𝕀✧
@LXC_X_
Embrace AI, shape the future! This account will be focusing on AI related topics, including tech, supply chain and stock. 拥抱AI，一起塑造未来！ 此号主要关注AI相关的话题，包括技术、供应链和股票
가입 March 2010
1.7K 팔로잉 중 1.8K 팬
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.
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