Sources: Chinese DRAM leader CXMT is preparing to expand into flash memory, competing with Samsung and domestic rival YMTC amid an AI-driven memory shortage (Reuters)
CXMT is moving from DRAM toward NAND, putting it closer to both Samsung and YMTC.
Reuters says the Chinese memory maker is preparing to enter the flash memory market while AI demand is straining supply. The move would take CXMT beyond its current DRAM position and into a segment led globally by Samsung. It would also set up a domestic contest with YMTC, China's main NAND player. Techmeme's note
Reuters says the Chinese memory maker is preparing to enter the flash memory market while AI demand is straining supply. The move would take CXMT beyond its current DRAM position and into a segment led globally by Samsung. It would also set up a domestic contest with YMTC, China's main NAND player. Techmeme's note
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