China's memory race turns inward — CXMT, YMTC head toward patent showdown

DIGITIMESSeptember 22, 2026en

Global memory shortages remain severe, with AI and cloud applications intensifying demand for scarce supply. Prices for both DRAM and NAND flash have risen sharply, while China's two flagship memory makers, CXMT and YMTC, are preparing to break from their long-standing division of the market.

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