According to the data, the current in the field of DRAM, which is the familiar memory areas, have the big three, respectively is samsung, hynix, micron SK corp, the big three account for around 95% of global DRAM memory chips.

As shown in the figure below, it is Q3 data in 2021, samsung accounted for more than 44. 3%, SK hynix accounted for more than 27. 5%, meguiar accounted for 22. 5%, other vendors in front of the three major manufacturers of data, basic can be ignored.

After samsung, micron, SK hynix hinterland? Domestic DDR5 memory chip is coming

As electronics manufacturing center in the world, and China needs a lot of DRAM flash memory, after all, computers, mobile phones, servers, and so on electronic digital products, all need to memory, so over the years, we have a year from these three producers, purchasing a lot of memory chips.

How many? According to the data in 2021, domestic import IC amount more than $440 billion, about a third of them are memory chips, is nearly 150 billion dollars, and that the middle DRAM flash accounted for about 40%, or $60 billion.

, of course, the biggest problem is not problem of purchasing amount, but afraid of being thetime, if each other not to sell the memory chip give you one thousand, impact will be deadly...

So then there will be a long xin storage, domestic focus on manufacturing DRAM memory, the current production capacity is 60000 wafers per month, and the most advanced technology is 19 nm DRAM particles, mainly composed of DDR4, LPDDR4.

But the good news coming, long xin said that this year's production target is 120000 wafers/month and direct contrast doubled last year, more important is long xin to put into production this year 17 nm process DDR5 memory chips, farewell is DDR6, etc.

Want to know the current samsung, SK hynix, meguiar's is also DDR5 memory chip is given priority to, the process also is this a level, means long xin has is going to catch up with the domestic top level.

Although at present, we still have some gaps in capacity, but as long as technology catches up, the market also won't have to worry about, plus recently as investors prefer long xin such as alibaba, Orient asset management, long xin 19 new shareholders, and the registered capital of 485. 800 million yuan, the assets is sufficient, so to speak.

Ask samsung, SK hynix, meguiar's ready, long xin will be dashed forward...