TOKYO — China, Inc.’s rush to build its own memory business is real. But just how — and how soon — remains a complete mystery, several knowledgeable semiconductor industry sources based in Japan told EE Times.
Abundant financial resources available from China’s National IC Industry Investment Fund, often called the Big Fund, augmented local government-led funds, have lent China’s “memory” dream an air of credibility.
But setting aside China’s aspirations, there is intense scrutiny here about the sources of IPs and engineering talent that China badly needs.