Hardware1 hOctober 28, 2026, 11:01

CXMT and YMTC push into each other's markets, challenging Samsung and SK hynix

China's CXMT and YMTC are expanding beyond their core DRAM and NAND businesses, with CXMT weighing NAND production and YMTC shipping LPDDR samples to customers. CXMT's share of global DRAM revenue rose to 10% in Q2 2026 from 4% a year earlier.

Businesskorea

Open source

CXMT and YMTC push into each other's markets, challenging Samsung and SK hynix

CXMT is considering NAND flash facilities in Beijing
YMTC has sent LPDDR samples to customers for validation
CXMT's DRAM revenue share rose from 4% to 10% in a year
CXMT plans a 4F² server DDR5 module by end of 2026

#CXMT#YMTC#Samsung#SKhynix

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