China's memory race turns inward as CXMT, YMTC head toward patent showdown

Amid a severe global memory shortage driven by AI and cloud demand, Chinese memory makers CXMT and YMTC are shifting toward domestic competition and preparing for patent disputes. The industry expects a tougher fight over technology and markets.

• Global memory shortage worsens on AI and cloud demand
• CXMT and YMTC head toward a patent showdown
• Samsung and SK hynix step up China NAND upgrades
• ASML lines up Intel, TSMC and Samsung behind 12-inch masks