YMTC Enters DRAM Market, Partnering with CXMT to Challenge Global Memory Giants
YMTC & CXMT Join Forces to Enter DRAM Market and Boost Global Memory Supply
Bridging Technology Gaps and Expanding Market Reach
China’s Yangtze Memory Technologies Co., Ltd. (YMTC), known as a leader in 3D NAND Flash production, is now venturing into the DRAM market by partnering with ChangXin Memory Technologies (CXMT), a top DRAM manufacturer in China. This strategic move aims to reduce reliance on foreign technology and reinforce China’s semiconductor industry.
Leveraging Strengths: NAND Expertise Meets DRAM Production
According to WCCFTech reports, this collaboration combines YMTC’s NAND Flash know-how and its Xtacking technology with CXMT’s proficiency in producing DRAM—especially DDR5 and LPDDR5X using a 12 nm process. CXMT has succeeded in ramping up large-scale production throughout 2025. This partnership is expected to strengthen both companies’ competitive edge in the global market.
Strong State Backing and Ambitious Market Goals
Both YMTC and CXMT enjoy substantial support from the Chinese government, with combined investments exceeding 686.9 billion yuan over recent years. This financial backing has accelerated their technological development—even amid tightening U.S. export controls. YMTC is targeting a 15 percent share of the global NAND Flash market by 2026, underlining its high ambitions.
China’s Advanced DRAM Debuts
On the technological front, CXMT has introduced its G4 DDR5 DRAM, first seen in the Gloway 16 GB × 2 DDR5-6000 UDIMM. This marks the debut of advanced-node DRAM from China in the market. Although still trailing Samsung, SK hynix, and Micron by about three years in maturity, this progress highlights China’s increasing ability to narrow the technological gap.
Summary and Strategic Outlook
Here’s a quick breakdown:
- YMTC brings NAND and Xtacking expertise.
- CXMT offers DRAM manufacturing capabilities.
- Both backed by state investment exceeding 686.9 billion yuan.
- YMTC aims for 15% global NAND share by 2026.
- CXMT launched G4 DDR5, showing significant DRAM progress despite lagging global leaders.
This partnership reflects a clear strategic vision: build domestic strength in both NAND and DRAM, reduce reliance on Western technology, and position China as a credible contender in global memory markets.
Final Thought
This union between YMTC and CXMT signals a bold leap toward semiconductor self-reliance. With powerful government support, complementary expertise, and clear market targets, they’re forging a roadmap to compete with global memory giants. If execution matches ambition, this could redefine the global memory landscape sooner than expected—watch closely, because the shift is already underway.
SOURCE: wccftech
