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China's chipmakers emerge as rising force in AI memory market: Report

The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.

The Economic Times

Corsair DDR5 stick spotted using Chinese memory chips — here's why that could mean the RAM crisis ends sooner than expected

Is this a sign that the predicted memory cavalry is rushing to the rescue?

TechRadar

Chinese memory maker CXMT enters mainstream consumer memory with Corsair Vengeance DDR5 kit — Chinese-made DRAM emerges as an antidote for crushing shortages

Is the answer to the RAM crisis Chinese-made DRAM that's much cheaper to source since those companies aren't tied up in AI data center contracts? It's too early to say yet, but when a manufacturer as big as Corsair starts using DDR5 modules from ChangXing Memory Technologies (CXMT), that notion…

Tom’s Hardware

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China's CXMT expects revenue to surge as memory chip demand soars

China's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI demand. The company expects net profit up to 57 billion yuan, showcasing significant growth with first-quarter revenue soaring over 700% year-on-year.

The Economic Times

Samsung engineer sentenced to 7 years in prison for selling chipmaking trade secrets to Chinese chipmaker — ex-employee supplied 10nm DRAM data to CXMT for $2 million

An ex-Samsung employee accused of corporate espionage has been sentenced to 7 years in prison for sharing over 600 critical chipmaking steps.

Tom’s Hardware

'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor

The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.

PC Gamer

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

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US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others

Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China's military, such as CXMT, Huawei, SMIC, and YMTC.

Tom’s Hardware

Is Apple set to turn to China for its next memory partner? Mac maker reportedly searching for new partners as negotiations get tricky

Apple explores partnerships with Chinese memory manufacturers YMTC and CXMT to diversify DRAM and NAND supply amid price volatility.

TechRadar

RAM prices keep rising in 2026 — Acer exec says PC makers may bypass major suppliers to keep laptops affordable

Acer has shared its plan with Tom’s Guide to work with “multiple smaller” RAM vendors to bypass the consumer tech price crisis caused by the big three focusing on the AI boom.

Tom’s Guide

Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

Tom’s Hardware

HP reportedly eyes Chinese suppliers for DRAM as global shortage sparks shake-up — analyst says memory chips are commodities that can easily be replaced

A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate the ongoing shortage.

Tom’s Hardware

Chinese memory maker CXMT prepares $4.2 billion USD IPO to take advantage of tight memory market — company lays out path to profitability as DRAM demand skyrockets worldwide

Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production and fund next-gen DRAM development.

Tom’s Hardware

Former Samsung engineer accused of giving 10nm DRAM data to China's CXMT, handwritten notes detailed over 600 process steps — gas flow ratios, photoresist settings and more critical stages detailed

A former Samsung Engineer accused of offering the secrets behind the company's 10nm DRAM data to China's ChangXin Memory Technologies has been accused of making hundreds of handwritten notes on detailed process steps.

Tom’s Hardware

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International Business Times UK

Samsung Execs Charged in Massive 10nm DRAM Trillion-Won Leak to China

Authorities in Seoul have indicted former Samsung executives for leaking vital 10nm DRAM blueprints to China's CXMT.

Tom’s Hardware

Ten former Samsung employees arrested for industrial espionage charges for giving China chipmaker 10nm tech — executives and researchers allegedly leaked DRAM technology to China-based CXMT, resulting in trillions of losses in Korean Won

10 former Samsung employees are accused of leaking Samsung's 10-nm DRAM technology to CXMT, allegedly allowing the latter to achieve technological breakthroughs on stolen information.

Tom’s Hardware

China's banned memory-maker CXMT unveils surprising new chipmaking capabilities despite crushing US export restrictions — DDR5-8000 and LPDDR5X-10667 displayed

Despite sanctions and a lack of leading-edge fab tools, CXMT keeps developing new DDR5 and LPDDR5X memory chips that offer higher capacity and performance than their predecessors. However, the big question is whether it can produce DDR5-8000 and LPDDR5X-10667 in high volumes.

Caixin Global

Tech Brief (Nov. 24): Wingtech Urges Talks to Restore Control Over Nexperia

CXMT unveils new memory products, Tencent buys stake in Ubisoft subsidiary

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Tom’s Hardware

Chinese memory maker reportedly preparing for $42 billion IPO — CXMT plans to go public in early 2026

CXMT is reportedly planning to go public, hoping to raise $2.5 to $6 billion in fresh funds.

Tom’s Hardware

YMTC and CXMT team up to accelerate Chinese domestic HBM production — partnership brings hybrid bonding and DRAM expertise together

YMTC is reportedly preparing an entry into DRAM fabrication and exploring a partnership with CXMT to target high-bandwidth memory.

Tom’s Hardware

China's CXMT reportedly delays mass production of DDR5 chips to late 2025 — state-backed manufacturer could still be disruptive market force

CXMT has reportedly delayed DDR5 mass production to late 2025 to improve quality and yields, but its growing capabilities and state backing are starting to worry global DRAM rivals despite ongoing tool access challenges.

Tom’s Hardware

DDR4 prices continue to surge — reportedly increased by 50% in the second half of May alone

'Rapid spike' in DDR4 spot pricing precipitated by manufacturer phase out plans, US-China tensions, and market uncertainties.

Tom’s Hardware

DRAM prices have jumped by 20% for the second month in a row — surging demand is likely due to stockpiling

DRAM and NAND chip prices have jumped to $2.10 in May — a massive jump from the $1.37 average price from March.

Tom’s Hardware

Top Chinese memory maker expected to abandon DDR4 manufacturing at the behest of Beijing

ChangXin Memory Technologies (CXMT) is expected to end production of DDR4 memory in favor of DDR5 by mid-2026.

Tom’s Hardware

Trump administration could add CXMT and other Chinese chipmakers to ever-expanding export blacklist

A new report claims Washington is considering adding a number of Chinese chipmakers to its export blacklist.

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