| Mobile Web

Search results for YMTC

Industry

Samsung, SK hynix push upgrades at China NAND plants as YMTC closes in

Samsung Electronics and SK hynix are moving to upgrade technology at their NAND flash plants in China as storage demand rises from AI data centres and YMTC\'s market share climbs quickly. Samsung is seeking to shift processes at its Xi\'an plant to produce 286-layer V9 NAND, while SK hynix is accelerating equipment upgrades in Dalian to target production of 240 layers or more. The plans must proceed within U.S. export controls, with approval for equipment still a key variable.

Industry

RAM, SSD prices may rise further as U.S. cloud demand tightens DRAM supply

RAM prices could rise further toward the end of 2026 as DRAM supply remains tight and demand from U.S. cloud service providers grows, TrendForce said. Early talks on fourth-quarter contract prices point to possible increases. A YMTC official said the global memory shortage could last at least three more years, noting recent chip price hikes and a shift toward higher-margin products. YMTC’s moves may also affect SSD prices.

Industry

CXMT, YMTC supply push may reshape DRAM and NAND market

China\'s ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are expanding production capacity using funds raised through initial public offerings, a move expected to affect the commodity memory market led by Samsung Electronics and SK Hynix. Industry estimates show CXMT and YMTC capacity rising sharply through 2028, with CXMT posting strong revenue and profit. Analysts expect further share gains, while Korean makers respond with process transitions.