Memory Solutions for Gen AI Part 20: Made in China Part 3
Overview: This report is a continuation of our “Made in China” series (January 16 and May 15 editions). Despite export controls and geopolitical headwinds, Chinese memory chipmakers are quietly reshaping the global semiconductor landscape. Yangtze Memory Technologies Co. (YMTC) and Changxin Memory Technologies (CXMT) are executing strategic maneuvers to redefine the NAND and DRAM markets ahead of 2030.
Table of Contents:
- YMTC’s eSSD Defies Expectations and CXMT’s Calculated Expansion.
- Huawei’s Memory Strategy
Number of Pages: 4
Published Date: October 2025
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.