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Manufacturing · Sep 2, 2026

Chinese Memory Makers Narrow Gaps in NAND and DRAM

DigiTimes reports that YMTC is gaining ground in NAND while CXMT advances its DRAM process and HBM plans, increasing competitive pressure on established suppliers.

Price impact: 4Direction: downSource: DigiTimes Daily

China's memory sector is advancing on both major product fronts, according to DigiTimes. The report says YMTC is approaching SK hynix in NAND revenue share and operating a more advanced layer mix, while CXMT is progressing with high-k DRAM manufacturing and a broader HBM roadmap. Greater competitive capability could diversify supply and weigh on pricing over time, though execution and production scale remain decisive.

YMTCCXMTSK hynixNANDDRAMHBM
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