Fujian Jin Hua builds new $5.3 billion DRAM fab | DigiTimes

Discussion in 'China' started by Martian, Jul 12, 2016.

  1. Martian

    Martian Respected Member Senior Member

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    Taiwan holds 90% of the worldwide market share for notebook computers.
    Citation: Can Taiwan achieve another miracle with hardware startups? | e27
    "Nevertheless, Taiwanese firms still account for more than 90 per cent of the world’s notebook and tablet production."

    However, the last Taiwanese notebook computer plant closed in 2005. This means 90 percent of the worldwide production of notebook computers occur in China.
    Citation: Taiwan's last notebook factory closes | Taipei Times
    "The nation's notebook computer industry -- once the world's largest -- has closed its last assembly line and completed a massive relocation to China, a Chinese-language newspaper reported yesterday."

    Now that China produces 90% of worldwide notebook computers, the country is moving on to the computer DRAM memory market.

    The Chinese Fujian Jin Hua $5.3 billion DRAM fab will be completed in 2018. It will produce DRAM at the 32nm node. Currently, the world's most advanced DRAM is "10-nm class," which is actually 19nm. Basically, 20nm CPU fabrication technology is being used to produce the simpler architecture 19nm DRAM. This means the Chinese Fujian Jin Hua fab will only be a half-node away from the current state-of-the-art DRAM.

    32/28nm ---> 20nm half-node (or 19nm DRAM)

    After DRAM, what's next for China? I think China will try to entice the Taiwanese manufacturers to move their computer server production to China.

    Where does that leave Taiwan? I think Taiwan will increasingly focus on VR, such as the HTC Vive (which has sold almost 100,000 units).

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    Fujian Jin Hua to break ground for new DRAM fab in mid-July, say reports | DigiTimes

    "The new DRAM fab in Fujian, China will be built with investment totaling US$5.3 billion, the reports noted. The facility will initially produce chips using 32nm process technology with planned capacity of 60,000 12-inch wafers per month."

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