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Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders

Siu Han, Commentary; Levi Li, DIGITIMES Asia Thursday 4 September 2025 0

YMTC invests in 3D DRAM development. Credit: DIGITIMES

China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates the company is now quietly investing in DRAM. The move underscores YMTC's...

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