
Sign up to save your podcasts
Or


Not everything is about the sexy microprocessor or GPU in your desktop. Memory is one of the major categories in the semiconductor world. The memory industry as it currently exists is dominated by a number of incumbents. The reason for this is because memory is a brutal and cyclical industry. But it can also serve as a critical starting point for many semiconductor companies to nurture their fabbing expertise. The industry’s dynamics also make it easier for new, low cost entrants to sell in the market. One of those new entrants into the market is Wuhan-based Yangtze Memory Technology Company. The company began as a low cost supplier but has impressively scaled the value chain in recent years. In this video, I want to look at one of China's leading memory companies and one of its flagship semiconductor champions.
By Jon Y5
2424 ratings
Not everything is about the sexy microprocessor or GPU in your desktop. Memory is one of the major categories in the semiconductor world. The memory industry as it currently exists is dominated by a number of incumbents. The reason for this is because memory is a brutal and cyclical industry. But it can also serve as a critical starting point for many semiconductor companies to nurture their fabbing expertise. The industry’s dynamics also make it easier for new, low cost entrants to sell in the market. One of those new entrants into the market is Wuhan-based Yangtze Memory Technology Company. The company began as a low cost supplier but has impressively scaled the value chain in recent years. In this video, I want to look at one of China's leading memory companies and one of its flagship semiconductor champions.

32,246 Listeners

229,674 Listeners

2,461 Listeners

2,221 Listeners

8,077 Listeners

7,244 Listeners

43 Listeners

10,254 Listeners

551 Listeners

16,525 Listeners

187 Listeners

16,982 Listeners

475 Listeners

97 Listeners