I can't keep away from work. Saturday found me in the Cadence auditorium for the quarterly meeting of CASPA, the Chinese-American Semiconductor Professionals Association. Yes, I have noticed that I am not Chinese, but I once stepped in at the last minute to moderate a panel session on IP, and since then I seem to be an honorary member. This time the focus was on memory in general, memory in China in particular, and XMC as the company where China is pinning its hopes. The XMC part of the day will be covered tomorrow.
Tammy Kiely, Goldman Sachs
Tammy Kiely is a partner with Goldman Sachs in semiconductors, based in San Francisco. She titled her talk Migration of Memory Industry (from States, to Japan, Korea, then China). Memory started in the US (if you are old enough to remember, Intel, TI, and others all manufactured DRAM). It then migrated to Japan and now is largely in Korea with both SKI Hynix and Samsung being Korean. The migration is not complete: Micron is still in America/Japan and SanDisk is in Japan. One theme of the day is that it will migrate to China next.
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