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
加入 March 2010
1.7K 正在关注 1.8K 粉丝
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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