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I'm not sure I'd call 15nm 2D NAND "low end." But when those Chinese fab lines were opened, they were cutting edge. Nearly all the engineering is done somewher

I'm not sure I'd call 15nm 2D NAND "low end." But when those Chinese fab lines were opened, they were cutting edge. Nearly all the engineering is done somewhere that isn't in China, which was my point.

ksec 9y ago
I am not aware of any 15nm NAND made by any Chinese companies, correct me if I am wrong. The parents was right in regards to NAND and Fabs. At least in the next 2 - 4 years time frame. The plan for China, at least up to last year was to bump tens of billions of tax dollar and incentives, along with billions of investment from private sector ( Which isn't really private, but lets not go on with that for now ) to builds Fabs. Since China is now officially the largest Smartphone and electronics market, they want to source more components from domestic market rather then relying on foreign companies. In hope to build an Semi Con Industry that rivals Korea Japan and even US. Hence you see investment into SMIC, and a lot of people were poached from TSMC, Global F and Samsung. In a typical fashion of Chinese Race to the bottom, they could sell the NAND at BOM cost and gain market shares. I am sceptical whether this works for NAND or Fabs in general. 3D NAND from other companies should have both quality and cost / GB advantage.