The Rise of Chinese Memory

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We dive deep into China's memory industry, including its DRAM manufacturing, NAND Flash solutions, HBM, and alternatives to Micron, SK Hynix, and Samsung. China has been met with cynicism, technological blockades, and export controls as it has aimed to grow its semiconductor industry, but in spite of all of this, it has established a foothold. At a time when RAM prices are higher than ever due to AI use cases, like OpenAI reserving 40% of the memory capacity into the future, more people have become interested in CXMT, YMTC, and Fujian Jinhua -- but CXMT in particular -- for DDR5 and DDR4 alternatives. This documentary delves into the history of these companies and their current trajectory while also covering the geopolitical debate surrounding them.

Watch our video about a Chinese repair shop that's doubling the VRAM on GPUs: https://www.youtube.com/watch?v=TcRGBeOENLg
Or our video about the "Black Market" of AI GPUs going to China: https://www.youtube.com/watch?v=1H3xQaf7BFI
Watch our Intel Fabrication Facility Tour in the US: https://www.youtube.com/watch?v=IUIh0fOUcrQ
Our tour of the Sparkle x Intel Arc GPU factory is here: https://www.youtube.com/watch?v=YwrUxG26ulk

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TIMESTAMPS

00:00:00 - The Rise of Chinese Memory - CXMT, YMTC, Fujian Jinhua
00:07:19 - WE NEED YOUR HELP TO MAKE THESE VIDEOS
00:08:27 - China's Memory Companies
00:09:14 - Made in China Plan
00:11:17 - The West Responds
00:15:35 - The Birth of China's First DRAM Competition
00:19:02 - Fujian Jinhua: Espionage and Heist
00:25:52 - CXMT: Learning from Mistakes
00:28:23 - Backed into a Corner
00:29:27 - Investment
00:35:17 - CXMT's Technological Progress
00:37:44 - YMTC: A Major Breakthrough
00:43:23 - The US Takes Notice
00:47:12 - Export Controls, Bans, and Blockades
00:50:13 - Security: Backdoors
00:55:28 - Consumer Products from CXMT, YMTC
00:59:24 - Blocking Development and ASML
01:02:34 - China: Fine, We'll Do It Ourselves

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Steve Burke: Host, Writing, Editing Lead
Mike Gaglione: Video Editing
Vitalii Makhnovets: Video Editing
Tim Phetdara: Video Editing
Tannen Williams: Writing, Research
Ben Benson: Research