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Comment by amluto | Hacker News Reader

I wish them luck.

The other major DRAM makers use ASML machines, and I’m curious how competitive CXMT will manage to be without them.

No DRAM manufacturer I know of uses ASML. DRAM is several years behind on lithography due to complexity/differences.

Outside of that, I hope China can manage to obtain a foothold in silicon, the world, especially NVIDIA, Micron, Hynix, etc. definitely needs a wake up call. The AI world was spooked when China released an MIT licensed LLM model that outperformed others in many metrics at the time, let us hope that others can follow on this success.

All of them use ASML lithography, including CXMT.

They are, of course, a bit slower in EUV adoption. But its already there:

https://www.tomshardware.com/pc-components/dram/micron-sampl...

https://www.techinsights.com/blog/samsung-d1z-lpddr5-dram-eu...

No thank you, for the overconfident misinformation. Of the three large DRAM companies in the world Micron is the only one based in the USA.

Micron s/uses/“will use” ASML’s EUV machines[0] in New York. Micron shares some info on their EUV DRAM process[1].

DRAM composed 80% of Micron’s revenue, NAND is about 20%.

0: https://www.syracuse.com/business/2023/09/mind-boggling-mach...

1: https://www.micron.com/products/memory/1gamma-dram-technolog...

> Micron uses ASML’s EUV machines in New York

Will use. The fab isn't built yet.

Micron's FQ1 2026 report says they expect their 1-gamma process (uses EUV) to the be the majority of their bit output by the second half of the year. The same report says they've already begun sampling 1-gamma parts to OEMs, so they must have a fab somewhere using EUV already.

https://investors.micron.com/static-files/530bd7ed-a8c8-4687...

The Boise plant is being reactivated and is not ready for EUV production yet. The Syracuse plant won't be running until 2030. Their Japan and Taiwan fabs are scheduled for the 1-gamma rollout.

A bit harsh. It's just information outdated by a year. The majority of DRAM by all big manufacturers is still on DUV tech AFAIK. Micron's "1-gamma" is pretty new. It's been less than a year since Micron started shipping DRAM based on that process.

And to the OP's comment: CXMT won't be making stuff for an Nvidia H100 any time soon haha, but there's a lot of stuff out there that's not that.

China was the largest buyer of ASML systems last quarter, or about 45+%. DRAMs don't need EUV (yet?)

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