Today we are not going to talk about storms, snow, rain, or any other natural disaster. In the world of memory, our topic today is economic problems, and we think that this reason will come before us frequently in the coming period.
Tsinghua Group is in trouble
Tsinghua Group, which wants to play an important role in China’s chip independence strategy, however is grappling with financial difficulties. Investors won the restructuring challenge and the group’s assets will be reassessed in the coming period.
Tsinghua Group has significant assets. Unisoc mobile chip brand has a significant share in the portable system market. In this process, the staff and facilities of the Unisoc brand are re-evaluated and, if necessary, changed. This is very bad news for Unisoc, which has a share of around 9 percent in the global market, especially with cheap chips.
On the other hand, China’s rising star Yangtze Memory Technologies Co. (YMTC) memory brand also suffers from regulation. The planned $30 billion 3D NAND and DRAM facility projects in the upcoming period have been cancelled.
Sources think that there may be an increase in DRAM and NAND memory prices in the long run, contrary to expectations. Tsinghua Group is in talks with some investment giants for restructuring, but these have also become uncertain due to US embargoes.
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