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市場の話題:米国による対中輸出規制強化を受け、ヤンツェ・メモリ・テクノロジーズが新たに2つの工場を設立へ

-- ロイター通信は火曜日、計画に詳しい関係者の話として、長江メモリテクノロジーズ(YMTC)が2026年完成予定の工場に加え、さらに2つの生産拠点を新設する計画だと報じた。 ロイター通信によると、これらの新工場3つがフル稼働すれば、それぞれ月間10万枚のウェハーを生産できるようになるという。 現在、同社の既存工場2つを合わせると月間20万枚のウェハーを生産できると報じられている。 ロイター通信によると、YMTCはスマートフォンやコンピューターのデータストレージ向けNANDフラッシュメモリチップの中国最大手メーカーである。 ロイター通信は、中国が半導体を含む外国技術への依存度を下げようとしている中で、今回の生産拠点増設計画が進められていると報じた。 ロイター通信によると、米国当局は中国への半導体製造装置の輸出を制限しようとしている。 (マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれている可能性があります。正確性は保証されません。)

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