Hardware14 hSeptember 24, 2026, 01:19

CXMT and YMTC Reportedly Prepare to Compete Across DRAM and NAND

China's CXMT and YMTC are reportedly moving into each other's markets: YMTC plans trial DRAM (LPDDR5) production by the end of 2026 at around 25,000 wafers per month, while CXMT is studying NAND plans that may not reach production until 2028–2029.

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CXMT and YMTC Reportedly Prepare to Compete Across DRAM and NAND

YMTC to start LPDDR5 trial production by end of 2026
YMTC's initial DRAM capacity seen at about 25,000 wafers per month
CXMT is hiring former YMTC staff for its NAND effort
CXMT's first NAND lines may not arrive until 2028–2029

#CXMT#YMTC

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