The fabrication equipment is designed by American or Korean companies, which may have factories in China. Although most things like CPUs and Memory are actually manufactured in Taiwan which is functionally an independent state, hence why China wants it back so bad. This is saying that Chinese domestic designs are now on par with non Chinese designs in terms of performance. Which is actually huge because it means we might now have more than 3 memory manufacturers in the world.
Most DRAM is Micron (US, with some fabs spread elsewhere), SK Hynix (South Korea) and Samsung (South Korea, with some spread IIRC), but there are a few other smaller players for specific technologies.
CPUs are mostly Taiwan, yes, but Intel has fabs spread all over the world. So do players who make smaller, embedded stuff.
NAND flash is spread out, too.
Taiwan is very central, but not for memory, really. And China has mostly just done the PCB/lower tech assembly until recently.
I thought almost all memory was Chinese-made? So it’s catching up with itself? What does this mean, what does any of this meeeeean?
Manufactured in China does not mean Chinese made.
The fabrication equipment is designed by American or Korean companies, which may have factories in China. Although most things like CPUs and Memory are actually manufactured in Taiwan which is functionally an independent state, hence why China wants it back so bad. This is saying that Chinese domestic designs are now on par with non Chinese designs in terms of performance. Which is actually huge because it means we might now have more than 3 memory manufacturers in the world.
Most DRAM is Micron (US, with some fabs spread elsewhere), SK Hynix (South Korea) and Samsung (South Korea, with some spread IIRC), but there are a few other smaller players for specific technologies.
CPUs are mostly Taiwan, yes, but Intel has fabs spread all over the world. So do players who make smaller, embedded stuff.
NAND flash is spread out, too.
Taiwan is very central, but not for memory, really. And China has mostly just done the PCB/lower tech assembly until recently.