The Rise of Chinese Memory

Episode Title: "The Rise of Chinese Memory"
Content: WE NEED YOUR HELP to fund these huge reports - they take weeks to make! Grab a Disappointment T- Shirt: https://store.gamersnexus.net/products/disappointment-pc-2025-censored-cotton (cotton) or tri-blend here: https://store.gamersnexus.net/products/disappointment-pc-2025-censored-tri-blend You can also support us with an AI DYSTOPIA BACKER PACK for a kit of rewards related to this series: https://store.gamersnexus.net/ai-dystopia 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 The best way to support our work is through our store: https://store.gamersnexus.net/ Like our content? Please consider becoming our Patron to support us: http://www.patreon.com/gamersnexus 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 ** Please like, comment, and subscribe for more! ** Links to Amazon and Newegg are typically monetized on our channel (affiliate links) and may return a commission of sales to us from the retailer. This is unrelated to the product manufacturer. Any advertisements or sponsorships are disclosed within the video ("this video is brought to you by") and above the fold in the description. We do not ever produce paid content or "sponsored content" (meaning that the content is our idea and is not funded externally aside from whatever ad placement is in the beginning) and we do not ever charge manufacturers for coverage. Follow us in these locations for more gaming and hardware updates: t: http://www.twitter.com/gamersnexus f: http://www.facebook.com/gamersnexus w: http://www.gamersnexus.net/ Our policies, processes, and ethics statements relating to review samples, advertising, travel, errors, and more are transparently and publicly available on this page: https://gamers.nexus/ethics-statements 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


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