China’s two largest memory manufacturers, CXMT and YMTC, are said to each be embarking on an unprecedented expansion spree as, amid a global memory shortage, they see a golden opportunity to close the gap with the big-three incumbents Samsung, SK hynix, and Micron.
The two Chinese memory giants want to significantly expand their respective DRAM and NAND production over the next two years, according to reporting by Nikkei Asia, as AI infrastructure continues to squeeze the memory sector dry. The…
