Exclusive-China’s CXMT Eyes Flash-Memory Push Amid Global Shortage; Firm to Take on Samsung, YMTC
The Chinese DRAM maker plans an R&D NAND line in Beijing as AI-driven shortages lift prices and tighten supply, TrendForce said.
- Chinese chipmaker ChangXin Memory Technologies is preparing to enter the NAND flash memory market, aiming to challenge Samsung Electronics and domestic rival Yangtze Memory Technologies , according to three people with knowledge of the matter.
- Washington's export restrictions have added urgency to China's drive for domestic memory production, pushing CXMT to expand beyond its core DRAM focus into the rapidly growing NAND sector.
- CXMT plans to establish a research-and-development production line for NAND at its new plant in Beijing, with the company also setting up a research institute in the capital for chip development projects.
- Samsung Electronics held 29.3% of the global NAND market in the second quarter; tight supplies have strengthened pricing power for Chinese firms like YMTC, enabling them to compete more effectively against foreign rivals.
- Strong demand from artificial intelligence servers is expected to create global memory shortages through at least 2027, providing CXMT a sustained window to capture market share in the high-volume, cost-effective segment.
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The Chinese chip manufacturer CXMT is preparing to enter the heated flash memory chip market, dominated by Samsung Electronics and other foreign competitors, said three people with knowledge of the subject, in a movement that would expand its customer base in the midst of a global memory shortage. The initiative would also put the specialist in random access dynamic memory chips (DRAM) in competition with the domestic rival YMTC, leading it to e…
CXMT eyes NAND amid global shortage, taking aim at YMTC
ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM supplier closer to the core market of domestic rival Yangtze Memory Technologies (YMTC) as enterprise storage becomes a bigger part of the memory growth story.
China's CXMT is pursuing entry into the NAND flash market beyond DRAM. It has established an R&D line in Beijing and commenced the development of storage devices for AI, and is emerging as a strong competitor to the Korean semiconductor industry by expanding its scope alongside YMTC.
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