YMTC
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Chinese memory makers have reportedly stocked up on enough western DUV machines for the next three years of expansion
Chinese memory manufacturers CXMT and YMTC have reportedly acquired enough DUV machines from ASML to support their expansion plans for the next three years. This comes despite efforts to promote domestic production and reduce reliance on foreign technology. While China is developing its own DUV machines, purchasing from ASML allows for immediate capacity increases.
Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
So THIS is why component makers have started validating their products for Chinese memory
Component manufacturers like MSI and Asus are validating their products for Chinese-made DRAM, driven by a significant ramp-up in production from companies such as CXMT. This expansion, supported by state backing and faster construction times, could see Chinese memory makers quickly rivaling established players like Micron. The increased capacity is expected to meet high global demand, potentially impacting pricing and availability for PC components.
Chinese-made YMTC SSDs have been spotted in Lenovo's latest ThinkBook laptops, as the memory crisis continues to…
Chinese manufacturer YMTC's SSDs have been spotted in Lenovo's ThinkBook laptops, a development attributed to the ongoing memory and NAND shortage. While these SSDs may function as intended, their performance figures are reportedly below average for office laptops, suggesting manufacturers are opting for cheaper components to mitigate rising costs.
Evening Tech Bits
Apple is reportedly using its political influence in Washington to secure memory chip purchases from Chinese companies CXMT and YMTC. However, the article suggests that these deals are unlikely to result in any cost savings for US consumers.
Morning Tech Bits
Chinese memory brands are shifting away from Samsung and Micron, opting for domestic silicon from CXMT and YMTC. Companies like Corsair, HP, and Dell are already integrating these China-produced DDR5 chips into their products.
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than…
NAND flash makers achieved record revenues of $46 billion in Q1 2026, driven primarily by the demand for enterprise-grade SSDs in AI data centers. This surge in demand has led to significantly higher prices for gaming SSDs and other storage devices, with projections indicating continued price increases due to limited production capacity.
Teamgroup MP44Q 2 TB NVMe SSD review
The Teamgroup MP44Q 2 TB NVMe SSD offers average performance across most metrics, with notable weaknesses in 4K performance and pricing. While it boasts an impressive endurance rating and efficient operation, it is overshadowed by competitors that offer better performance for a similar or lower cost.
