Yangtze Memory Technologies Corp. (YMTC), China’s largest NAND flash producer, is expanding into the DRAM sector as part of Beijing’s broader drive to compete in advanced memory markets like high-bandwidth memory (HBM). Industry sources indicate YMTC could begin investing in DRAM equipment by late 2025, while actively pursuing a strategic partnership with domestic DRAM leader ChangXin Memory Technologies (CXMT).

China’s chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since 2021, and its planned full acquisition of Semiconductor Manufacturing North China Corp. (SMIC North) is now in focus for its potential to lift revenue and profitability.

9月2日消息，据全球市场研究机构Counterpoint预测，中国大陆的显示面板产能市场份额将从2023年的68%上升至2028年的75%，继续保持全球第一的位置。