On the eve of the Shanghai International Semiconductor Expo, Yangtze Memory Technologies (YMTC), a subsidiary of Tsinghua Unigroup, announced a major breakthrough: the company has begun mass production of 64-layer "triple-level cell" (TLC) 3D NAND flash memory based on its Xtacking® architecture. This successful mass production marks a significant step forward for China in the field of high-end storage chips.
3D NAND technology vertically stacks memory cells into multiple layers, significantly increasing storage capacity. Compared to traditional planar NAND flash, 3D NAND not only offers higher storage density but also delivers faster data transfer speeds and shorter time-to-market. The 64-layer 3D NAND flash memory mass-produced by YMTC is a prime example of this technology.
With the rapid development of cloud computing, big data, 5G communications, and artificial intelligence, global demand for data storage is growing exponentially, and the storage chip market has entered a phase of intense competition. In 2018, 64-layer and 72-layer 3D NAND flash were the mainstream products; by 2019, 92-layer and 96-layer products began entering mass production; and by 2020, major manufacturers are aiming for mass production of 128-layer 3D NAND flash. Against this backdrop, YMTC's mass production of 64-layer 3D NAND flash has injected strong momentum into China's storage chip industry.
According to industry analysts, YMTC's mass production of 64-layer 3D NAND flash is expected to increase China's domestic storage chip production rate from the current 8% to 40%. This breakthrough will not only help reduce reliance on imported storage chips but also strengthen China's voice in the global storage chip market.
Currently, the global storage chip market is dominated by giants such as Samsung, SK Hynix, Toshiba, Western Digital, Micron, and Intel. YMTC's mass production of 64-layer 3D NAND flash introduces a new variable into this highly concentrated market landscape. In the future, as China's storage chip technology continues to advance, the competitive dynamics of the global storage chip market may undergo significant changes.
This breakthrough by YMTC is not only a milestone in the development of China's semiconductor industry but also brings new vitality and opportunities to the global storage chip market.