Xin Lang Cai Jing·2025-08-19 06:26Core Viewpoint - The conflict between Yangtze Memory Technologies Co. (YMTC) and Micron Technology has escalated from verbal disputes to legal battles, with YMTC accusing Micron of spreading false information and Micron retaliating with counterclaims of patent infringement [1][9][11]. Group 1: Technological Advancements - YMTC has developed the Xtacking technology, which separates storage units from peripheral circuits, leading to improved data transmission efficiency, enhanced heat dissipation, and a 20% reduction in production time [5]. - The first fully domestic wafer production line is expected to begin trial operations in the second half of 2025, utilizing only domestic equipment [7]. Group 2: Competitive Tensions - Micron has attempted to undermine YMTC by lobbying for its inclusion on the export control list, which restricted YMTC's access to advanced manufacturing equipment from the U.S. [9]. - In response to Micron's actions, YMTC filed a lawsuit in California for patent infringement, marking the beginning of a significant legal confrontation [9][11]. Group 3: Legal Proceedings - Micron has filed a counterclaim against YMTC, alleging infringement and seeking to invalidate 12 of YMTC's patents [11]. - A court ruling has mandated Micron to provide core technical documents for comparison, putting Micron in a difficult position regarding its proprietary information [13][15]. Group 4: Market Impact - The legal disputes and technological advancements have led to significant price reductions in consumer products, such as 2TB solid-state drives, benefiting consumers [17].