China’s Memory Suppliers Gain Room in Conventional DRAM and NAND as HBM Priorities Rise

AI demand is tightening global memory supply while changing where suppliers focus their capacity, according to DigiTimes. The report says Samsung Electronics, SK hynix and Micron are prioritizing HBM and high-end server memory, creating an opening for CXMT and YMTC in conventional DRAM, mobile memory and NAND flash. The pattern matters because it can shift competition rather than simply reduce supply. As leading suppliers devote more attention to advanced AI memory, domestic Chinese companies may have more opportunity to serve mainstream segments and build their technology base. HBM remains the key test of whether those suppliers can move into the highest-performance tiers. The source does not provide market-share figures or capacity data, so the scale of the shift remains uncertain.