星球日报|Jul 25, 2026 23:48
[Analyst: Chinese DRAM Manufacturers May Further Advance 3D DRAM R&D by 2027]
Odaily Planet Daily News - Citrini analyst Jukan posted on the X platform, stating that during a call between Goldman Sachs and a Chinese DRAM industry expert, the expert suggested that despite potentially lower yields, Chinese suppliers' DRAM prices could be comparable to global leaders. Chinese DRAM manufacturers may achieve further progress in 3D DRAM product development by 2027. The capacity expansions underway in Hefei, Shanghai, and Beijing are expected to be fully operational by 2028. Some fabs are reportedly primarily using domestically produced Chinese equipment, except for high-end tools such as lithography systems.
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