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China's YMTC Is Just 1 Year Behind The West On NAND, While CXMT Trails By Just 2 ...
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Fusion42 · 16 September 2026 · Fusion42 review
China's memory chip makers YMTC and CXMT have narrowed the technology gap with Western companies to 1-3 years in NAND and DRAM production, while aggressively expanding capacity and adopting innovative fabrication techniques like HKMG and copper-to-copper hybrid bonding, aiming to compete at global scale by 2030.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
China's chip makers are set to disrupt the memory market with near-parity technology and expanding capacity. If you supply components or equipment, expect new demand and rising competition from them within three years.
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1 source · 15 Sep 2026
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