Although the DRAM and NAND industry has seen quite a bit of consolidation over the past 10 years, it looks like some new players from China may be entering the market soon bringing some welcome competition to the market. According to a recent article by DigiTimes, three China based firms may be gearing up to enter the market with all three expected to begin competing for the Chinese market in 2018.
Yangtze River Storage Technology (YRST)
YRST, or Yangtze River Storage Technology, is the most promising of the companies as it’s backed by Tsinghua Unigroup, a Chinese state run technology company. YRST already owns a 12-inch wafer fab which [...]