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FORGOTTEN HISTORY: Ymtc - Caught on Camera

Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027

YMTC has some big plans.

PC Gamer

China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

The target would require YMTC to nearly double its market share in 16 months.

Tom’s Hardware

Tech Brief (Aug. 21): Memory-Chip Maker YMTC Moves Closer to Shanghai IPO

Unitree shares decline as founder flags limits of humanoid robots, MiniMax launches new AI-native creation platform

Caixin Global

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Tech Brief (Aug. 14): DeepSeek Launches V4-Pro and Raises API Prices by as Much as 1,100%

WeRide targets break-even by 2029 with driver-assistance sales, asset-light overseas push, Honor’s new smartphone doubles as a robotic camera operator

Caixin Global

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

Samsung led with 25%, SK hynix followed at 22%, and Micron rounded out the top five.

Tom’s Hardware

US lawmaker urges Trump admin to stop advanced chips from reaching China

A senior US Republican lawmaker has urged the Donald Trump administration to enforce stricter controls on advanced semiconductor shipments to China, warning that loopholes could allow Chinese companies to gain access to high-end chips critical to artificial intelligence and military technologies.

The Times of India

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

Fortune

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China's memory chip makers ride AI boom to new power, US scrutiny

Chinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major Chinese tech firms. Both firms are preparing for blockbuster initial public offerings soon. They face scrutiny from the United States over military ties and market power. Expanded manufacturing capacity aims…

The Economic Times

Lawmakers want US government to ban memory chips from China, even in allied supply chains — citing 'unacceptable risk' to national, economic, and supply chain security (Updated)

U.S. lawmakers demand Commerce Secretary Howard Lutnick to ban imports of memory chips from China to the U.S., ask allies to do the same.

Tom’s Hardware

CXMT close to matching Micron's memory capacity in 2026, research claims — would put China on track to become world's second-largest DRAM producer

As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.

Tom’s Hardware

Apple's response to RAMageddon could be to utilize Chinese RAM — but it won't mean lower prices for you

Apple may be working with Chinese RAM-makers to alleviate the pressures of RAMageddon, but this won't see iPhone and Mac prices drop overnight.

Tom’s Guide

Chinese-made YMTC SSDs have been spotted in Lenovo's latest ThinkBook laptops, as the memory crisis continues to bite

That's one way to cut costs.

PC Gamer

Chinese YMTC SSDs make their way into retail Lenovo laptops — media outlet slams YMTC PCIe 4.0 drive for 'below average for an SSD in an office laptop' in review

Lenovo has seemingly begun using YMTC SSDs in some of its laptop models, allowing the Chinese storage chip company to gain a foothold in the U.S. This is despite its inclusion on the U.S. Department of Commerce's Entity List and its branding by the Pentagon as a Chinese military company.

Tom’s Hardware

SanDisk’s Stock Supercycle Just Got Another Boost: BofA Raises Price Tag to $2,500

Bank of America is telling clients the memory shortage is nowhere near over — and that Sandisk Corp. (NASDAQ:SNDK) is the cleanest way to own it.

Benzinga

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Tom’s Hardware

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

International Business Times UK

Alibaba, Baidu, and BYD Flagged as 'Chinese Military Company' by Pentagon Over Security Concerns

The US has controversially added Alibaba, Baidu, and BYD to a list of Chinese military companies, sparking tensions and prompting the firms to challenge the designation.

The Guardian - UK

BYD and Alibaba among big names aiding China’s military, Pentagon says

Updated Pentagon list includes swathe of China’s top technology firms in move that could inflame tensions between the countries

The Economic Times

US says BYD, Baidu and Alibaba and other tech giants are aiding China's military

The U.S. has updated its list of Chinese companies aiding Beijing's military, adding tech giants like Alibaba and Baidu, alongside chipmakers CXMT and YMTC. This move, superseding a 2025 list, could heighten U.S.-China tensions and impact firms through future contracting restrictions.

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The Economic Times

US says BYD, Baidu and Alibaba are aiding China's military

America has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are included. Other companies like WuXi AppTec and RoboSense Technology are also on the list. While not imposing immediate sanctions, the Pentagon will stop contracting with these firms in…

The Economic Times

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.

Caixin Global

Tech Brief (May 20): Chinese Chipmaker YMTC Moves Toward IPO

Bilibili swings to profit as ads, gaming rebound, robot-dog maker Deep Robotics seeks $370 million Shanghai IPO

Tom’s Hardware

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

China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

China’s Yangtze Memory Technologies plans to build two fabs beyond the Phase 3 plant that it’s due to complete in Wuhan this year.

PC Gamer

China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap gaming SSDs back on the menu

Paying over $160 for a basic 1 TB drive at the moment just feels like a fever dream.

Tom’s Hardware

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.

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