China’s famous NAND producer YMTC is now planning to tap into the DRAM business, likely to focus on development of ‘in-house’ HBM, and sort out the domestic shortage. YTMC Is Currently Setting Up DRAM Production Lines & Developing Stacking Technologies For HBM For those unaware, China is facing a massive HBM shortage, which comes from the nation’s huge demand for AI chips. In a previous report, we explored how Beijing has been relying on HBM stockpiles, which are now almost depleted. The lack of domestic HBM options is a far more greater concern for the domestic industry compared to the […]
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