3 place 0

870 Chinese memory giants are scaling fast, and the AI boom is giving them cover

Tech Wire Asia
Dashveenjit Kaur @ Tech Wire Asia 3 place · 04/08/2026 22:00 EDT

Chinese memory giants are scaling fast, and the AI boom is giving them cover

Chinese memory chips from YMTC are on track to make it the world’s third-largest NAND producer by end-2026 CXMT posted US$8 billion in 2025 revenue, up 130%, as Chinese memory chips ride an AI-driven super cycle China’s two leading memory chipmakers are moving into a global market that, for once, has room for them. Demand ...

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