China's memory push gains ground across LPDDR6, advanced NAND, with HBM still the test

Chinese memory manufacturers are gaining ground in LPDDR6 and advanced NAND memory, while HBM remains their main challenge. AI is reshaping the memory market, constraining supply and opening a window for local suppliers.

• China strengthens position in LPDDR6 and advanced NAND memory
• HBM remains a key challenge for Chinese manufacturers
• AI squeezes memory supply and opens opportunity for local vendors