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Ymtc

All articles tagged with #ymtc

markets10 days ago•20 min saved

Apple-China Memory Sourcing Rumors Drag Memory Stocks

Memory stocks slid after weekend reports that Washington may allow Apple to source DRAM from CXMT and NAND from YMTC in China ahead of Xi’s U.S. visit. SanDisk fell about 9%, Micron around 7%, and Western Digital about 7% as the Roundhill Memory ETF also declined, signaling broad sector weakness. Analysts characterized the move as an overreaction given CXMT’s limited qualification for Apple products and YMTC’s current domestic allocations, while no formal policy decision has been announced — investors should watch for Xi-visit headlines and potential further gaps in this highly beta group.

via 24/7 Wall St.|

#apple #markets #memory-chips

technology22 days ago•18 min saved

YMTC Emerges as New NAND Threat to Micron in Global Market

Counterpoint Research shows Micron lagging in NAND shipments behind Samsung (25%) and SK Hynix (22%), with YMTC (14%) narrowly ahead of Micron in shipments but still behind in revenue due to its lower-priced mix. The Chinese memory maker plans to shift toward eSSDs to cement a higher global ranking, while AI-driven NAND demand remains a key factor. Barron’s notes Micron’s stock slipped in premarket trading after a prior rally as investors weigh these competitive dynamics and China’s YMTC as a growing threat.

via Barron's|

#memory-chips #micron-technology #nand

technology23 days ago•2 min saved

YMTC Breaks Into NAND’s Top Three With 14% Shipments

Yangtze Memory Technologies (YMTC) rose to third in global NAND memory shipments in Q2 with about a 14% share, behind Samsung and SK hynix and ahead of Micron and Kioxia; however, YMTC still lags Micron and Kioxia in NAND revenue and is preparing a mainland China IPO as it expands production. The broader NAND/DRAM market posted record sales, with CXMT holding about 7% of the DRAM market and SK hynix resuming investment in Dalian to boost capacity.

via CNBC|

#market-share #memory #nand

business1 month ago•5 min saved

China’s Memory-Chip IPOs Ignite a Global AI Hardware Shake-Up

China’s ChangXin Memory Technologies aims to raise about 57.9 billion yuan (~$8.6B) in a Shanghai STAR Market IPO, with Yangtze Memory Technologies in a formal pre-IPO process; AI-driven memory demand and a current price spike bolster the offering, but risks include a potential glut and export controls. Apple has urged the U.S. to keep CXMT off the Entity List. Foreign access to STAR listings is limited, making direct CXMT investments hard for many, leaving Micron as the straightforward U.S.-listed play, while CXMT could reshape industry dynamics if China scales up memory capacity.

via Barron's|

#business #cxmt #ipos

technology1 month ago•9 min saved

Apple Tests Chinese DRAM Chips as It Seeks U.S. Clearance

Apple is moving from initial discussions to qualifying memory chips from China’s ChangXin Memory Technologies (CXMT), testing CXMT’s DRAM for potential production use while continuing to lobby Washington for broader approval to source CXMT and YMTC chips; no commercial commitment has been made, but the move could diversify supply and cushion prices amid a tight DRAM market and ongoing U.S.–China tech policy debates.

via MacRumors|

#apple #cxmt #dram

technology2 months ago•9 min saved

Apple Eyes Chinese Memory Chips to Cut RAM Costs

Apple is reportedly in talks to buy memory chips from Chinese makers CXMT and YMTC to reduce RAM costs amid a global memory shortage; discussions are ongoing with no deal yet. The talks could involve chips for China‑market devices, potentially freeing up other suppliers for the U.S., but regulatory and political hurdles remain, including scrutiny of Chinese suppliers and past backlash over YMTC.

via MacRumors|

#apple #cxmt #memory-chips

business2 months ago•16 min saved

Apple eyes sanctioned Chinese memory chips to ease AI-driven shortages

Apple is in talks to buy memory chips from CXMT and YMTC, two Chinese manufacturers on the Pentagon’s blacklist, as a global memory shortage spurred by AI demand squeezes supply and hikes prices. While discussions are ongoing, a final agreement faces regulatory headwinds in Washington, which could move the chipmakers onto the Commerce Department’s Entity List. Tim Cook has reportedly urged U.S. officials for assurances, but critics warn such deals risk increasing U.S.-Beijing tech dependency.

via Yahoo Finance|

#ai #apple #business

technology2 months ago•2 min saved

Apple eyes Pentagon-listed Chinese RAM firms, seeks US clearance amid memory squeeze.

Apple is negotiating to buy memory chips from CXMT and YMTC—two Chinese firms on the Pentagon blacklist—and seeks US clearance to address a global memory shortage and rising component costs that have driven price increases for Macs and iPads, while iPhone pricing remains unchanged.

via 9to5Mac|

#apple #cxmt #memory-chip

technology2 months ago•6 min saved

Apple seeks clearance to source Chinese memory chips amid price squeeze

Apple is lobbying Washington for clearance to buy memory chips from CXMT, a Chinese company on the Pentagon’s 1260H blacklist for alleged PLA ties, to ease rising memory prices that prompted Apple to raise prices on MacBooks and iPads; while not barred from CXMT or YMTC, the White House’s stance on approving such purchases remains uncertain and could face Congressional scrutiny amid US-China tech tensions.

via Financial Times|

#1260h-list #apple #cxmt

technology6 months ago•9 min saved

US Delists CXMT and YMTC From Chinese Tech Blacklist, Easing Memory Imports

The US BIS reportedly removed ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corporation (YMTC) from the Section 1260H export-restrictions list, potentially easing Western OEMs' access to CXMT DRAM and YMTC NAND, though YMTC may remain under Commerce Department scrutiny; the update comes as Alibaba and Baidu were added to the blacklist, and CXMT’s mass production of HBM3 (amid a Huawei tie) could draw Pentagon attention.

via TechPowerUp|

#bis #cxmt #export-controls

technology2 years ago•3 min saved

Micron Faces Patent Infringement Lawsuit from China's Leading Memory Chip Maker

China's leading flash memory maker, Yangtze Memory Technologies Co (YMTC), has filed a lawsuit against US memory chip maker Micron Technology for patent infringement. The lawsuit alleges that Micron and its subsidiary infringed on eight of YMTC's patents related to NAND flash memory chips. This legal battle comes as YMTC faces US sanctions and seeks to replace US parts in its manufacturing equipment. YMTC aims to establish itself as a key player in the global 3D NAND market, while Micron's market share is projected to decline.

via South China Morning Post|

#china #memory-chip #micron

technology2 years ago•2 min saved

YMTC Files Lawsuit Against Micron for Patent Infringement

Chinese chipmaker Yangtze Memory Technologies Co (YMTC) has filed a lawsuit against Micron Technology, alleging infringement of eight of its patents. YMTC claims that Micron used its patented technology to gain and protect market share without paying its fair share. Micron, a major U.S. chipmaker, has not responded to the lawsuit. The dispute comes amid increasing restrictions on exporting chipmaking technology to China on security grounds.

via Reuters|

#chipmaker #lawsuit #micron-technology

technology3 years ago•0 min saved

YMTC Advances in Local Production of 3D NAND Chips in China.

China's top memory chip maker, YMTC, is making progress in producing advanced 3D NAND chips using locally sourced equipment. The company's top-secret project has placed big orders with domestic tool suppliers, including Beijing-based Naura Technology, after receiving fresh funding of $7 billion from state-backed investors.

via South China Morning Post|

#3d-nand-chips #china #funding