Semiconductor Insider(@SemiconductorsX):China’s two memory champions are no longer staying in their lanes. YMTC is moving into LPDDR5 DRAM by late 2026. CXMT is pushing into NAND. A direct clash could come around 2028, and the real fight may be patents around YMTC’s Xtacking. The shortage is also giving both a shot at customers they never reached before. #YMTC #CXMT #NAND #DRAM #Semiconductors

Semiconductor Insider

@SemiconductorsX

Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.

参加 May 2016

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Semiconductor Insider@SemiconductorsX

2026.09.22 02:18

China’s two memory champions are no longer staying in their lanes. YMTC is moving into LPDDR5 DRAM by late 2026. CXMT is pushing into NAND. A direct clash could come around 2028, and the real fight may be patents around YMTC’s Xtacking. The shortage is also giving both a shot at customers they never reached before. #YMTC# #CXMT# #NAND# #DRAM# #Semiconductors#