#Ymtc - Twitter Hashtag

1 day ago

@nvidia @XHNews The Consumer Hijack: #CXMT and #YMTC are flooding the market with standard, high-yield consumer DDR5, LPDDR5X, and high-layer NAND flash. They are content with razor-thin margins because their primary objective is massive volume and market capture.

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ArkTech

@ArkTech_News

1 day ago

CXMT et YMTC stockent des machines ASML pour trois ans https://t.co/HUtgKbA07q #CXMT #YMTC #ASML #DRAM #NAND

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FanáticosDelHardware

@hardfanaticos

5 days ago

🧠 Un empleado de YMTC apunta a escasez hasta 2029 📈 La compañía habría elevado precios 🏢 Priorizaría productos de mayor margen 💾 TrendForce espera alivio NAND antes, en 2027 #YMTC #NAND #SSD #FanáticosDelHardware https://t.co/YiaLjNUh9D

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Geeknetic @Geeknetic

5 days ago

💾📈 YMTC augura escasez de memoria hasta 2029 y confirma nuevas subidas de precio en sus chips NAND. #YMTC #NAND #Memoria #SSD https://t.co/9KZNNtWYl6

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WinBuzzer @WBuzzer

6 days ago

https://t.co/4FyCG3yQjV Memory maker Micron seeks ownership of four U.S. patents, alleging confidential Micron engineering work became rival YMTC's patent rights later used to sue Micron. #Micron #YMTC #RAM #DRAM #ChipIndustry

WBuzzer's tweet photo. https://t.co/4FyCG3yQjV

Memory maker Micron seeks ownership of four U.S. patents, alleging confidential Micron engineering work became rival YMTC's patent rights later used to sue Micron.

#Micron #YMTC #RAM #DRAM #ChipIndustry https://t.co/kLjh9OhUAg

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TW-Tsuri-Ch @TwTsuriCh

15 days ago

中国CXMTが3D NAND参入を準備、YMTCはDRAM市場へ｜中国メモリ「双子星」が互いの領域を侵食する理由 https://t.co/OkFe1VvTYv #CXMT #YMTC #中国半導体 #DRAM #NAND #3DNAND

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NEWS

@NEWS2082680

17 days ago

#CXMT could hit 420K #DRAM wafers/month by 2027, while #YMTC is also ramping #NAND—but the global supply crunch may persist. Why? China’s AI and cloud demand could absorb much of the new supply. 💡More: https://t.co/RYSI1Xplpy 🔗

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蓝点网

@landiantech

17 days ago

#YMTC 长江存储在德国起诉美光侵犯专利初步胜诉，慕尼黑地区高等法院签发针对美光 3D NAND 芯片的禁令。长江存储自 2023 年以来分别在美国、中国、德国、英国等司法管辖区起诉美光侵权，慕尼黑法院的判决是长江存储获得的首场胜利。不过美光也表示已经提起上诉，目前尚不清楚禁令是否会被执行。查看全文：https://t.co/tFJXfMiNo4

landiantech's tweet photo. #YMTC 长江存储在德国起诉美光侵犯专利初步胜诉，慕尼黑地区高等法院签发针对美光 3D NAND 芯片的禁令。

长江存储自 2023 年以来分别在美国、中国、德国、英国等司法管辖区起诉美光侵权，慕尼黑法院的判决是长江存储获得的首场胜利。

不过美光也表示已经提起上诉，目前尚不清楚禁令是否会被执行。

查看全文：https://t.co/tFJXfMiNo4

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NEWS

@NEWS2082680

18 days ago

The memory battle is moving into the courtroom. China’s #YMTC has won two injunctions against #Micron in Germany over patents tied to 3D #NAND technology. 💡More: https://t.co/ZOtCzjh5Eo 🔗

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EE Times | Electronic Engineering Times @eetimes

20 days ago

China’s twin #memory stars, #CXMT and #YMTC, move into each other’s turf to capitalize on #AI-driven #storage shortages. #DRAM #NAND #Flash #memoryshortage #AIservers https://t.co/Mn6ceLBixL

eetimes's tweet photo. China’s twin #memory stars, #CXMT and #YMTC, move into each other’s turf to capitalize on #AI-driven #storage shortages. #DRAM #NAND #Flash #memoryshortage #AIservers https://t.co/Mn6ceLBixL https://t.co/nhNNs64Yzm

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NEWS

@NEWS2082680

23 days ago

China's #DRAM leader #CXMT may be eyeing a push into #NAND, potentially taking on #Samsung, #SKhynix and #YMTC. Talks with potential customers, including an AI startup, are reportedly underway.💡More: https://t.co/ceZ1zFZ2VP 🔗

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TechNews 科技新報 @technews_tw

about 1 month ago

長江存儲轉型 NPE 角色在美對美光發起專利大戰！自 2023 至 2025 年於加州與德州地方法院提告 3 起訴訟，指控美光侵犯 27 項專利。 #長江存儲 #YMTC #美光 #Micron #專利訴訟 #科技戰 https://t.co/afzXNbhVaE

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알테리아 @arteria_ai

about 1 month ago

중국 메모리의 추격이 빠릅니다. 26년 2분기 CXMT의 디램 매출 점유율은 10% YMTC의 낸드 출하량과 점유율은 14%까지 올라왔습니다. HBM 기술 격차는 여전히 남아 있지만 범용 메모리 공급이 늘어나면 가격과 업황 사이클부터 흔들릴 수 있습니다. #반도체 #CXMT #YMTC

arteria_ai's tweet photo. 중국 메모리의 추격이 빠릅니다.

26년 2분기 CXMT의 디램 매출 점유율은 10%
YMTC의 낸드 출하량과 점유율은 14%까지 올라왔습니다.

HBM 기술 격차는 여전히 남아 있지만
범용 메모리 공급이 늘어나면 가격과 업황 사이클부터 흔들릴 수 있습니다.

#반도체 #CXMT #YMTC https://t.co/ASCHD6YNQW

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The Korea Economic Daily @kedglobal

about 1 month ago

Chinese chipmakers are pushing into advanced AI chips and threatening Korean market leaders – Samsung and SK Hynix. #Korea #China #USA #memory #chips #HBM #Samsung #SKHynix #CXMT #YMTC #Xiaomi #Alibaba #artificialintelligence #Trump #Xiaomi18Fold https://t.co/s7ByOtWuBq

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NEWS

@NEWS2082680

about 1 month ago

🚀 #YMTC is building a supply chain almost on its doorstep. 17 IC firms have reportedly signed deals worth over RMB 6B, joining the effort to build a memory-computing hub within just a 4.5-km radius of the NAND giant’s base in Wuhan’s Optics Valley.💡More: https://t.co/cDCqBIVFLM 🔗

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pbb

@hyeonkwanap

about 2 months ago

RUMOR: Trump prepping Apple-CXMT approval as a gift to Xi. 루머: 트럼프가 시진핑에게 선물로 애플 CXMT 승인을 준비 중. Caveat: one Weibo chip influencer (手机芯片达人). Not FT, not WSJ. x 인플러언서 웨이보 루머 미친 ㅋ 아니면 말고 수준이누 #Trump #XiJinping #Apple #CXMT #YMTC #China #Weibo #Rumor #반도체 #시진핑 #트럼프 #애플

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Quartz @qz

about 2 months ago

China's NAND chip giant just filed for a $4.9B IPO — and the numbers are wild: YMTC posted more revenue in a single quarter than it did in all of 2024, fueled by AI-driven demand for NAND flash chips. The Wuhan-based company is now ranked… https://t.co/1UzMmrsBLF #YMTC #IPO

qz's tweet photo. China's NAND chip giant just filed for a $4.9B IPO — and the numbers are wild: YMTC posted more revenue in a single quarter than it did in all of 2024, fueled by AI-driven demand for NAND flash chips. The Wuhan-based company is now ranked… https://t.co/1UzMmrsBLF #YMTC #IPO https://t.co/Eo9qCxEEPm

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次郎寿司 @0hjsbe8LxFBsDaP

about 2 months ago

@mofmof_investor @90Mwqz0bWQl7ylH それから、中国の国を挙げたAI投資に対し、YMTCの供給能力はパンク状態。米国規制下の限界もあり、膨張する内需をさばききれず、中国国内のNAND需給ひっ迫に輪をかけています。 #キオクシア #YMTC

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NEWS

@NEWS2082680

about 2 months ago

🚀 3 years after the Ti600 M.2 SSD debuted with Xtacking 3.0 QLC NAND, China’s #NAND giant #YMTC and ZHITAI are back with the Ti600s, powered by Xtacking 4.0 QLC. It packs a 44% jump in 4K random reads and a 114% boost in random writes.💡More: https://t.co/owhjwJIcsk 🔗

NEWS2082680's tweet photo. 🚀 3 years after the Ti600 M.2 SSD debuted with Xtacking 3.0 QLC NAND, China’s #NAND giant #YMTC and ZHITAI are back with the Ti600s, powered by Xtacking 4.0 QLC. It packs a 44% jump in 4K random reads and a 114% boost in random writes.💡More: https://t.co/owhjwJIcsk 🔗 https://t.co/sNeA1pbtYw

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ちょこまる@量子界隈の珍獣

@choco_ferret

about 2 months ago

$MU #キオクシア #YMTC 中国YMTC、ついにNAND出荷量で世界3位に浮上😳💾 ところがNAND売上高では世界5位🤣 理由は、YMTCがまだコンシューマ向け中心だから。一方で高単価の企業向けSSDはAI需要で急拡大中📈 さらに米規制や政治的圧力もあり、西側の企業向けeSSD市場には入りにくい。つまり今のNAND市場、たくさん売るだけでは勝てない。何を誰に売れるかでこんなに差がつく時代になってきた😎💾

choco_ferret's tweet photo. $MU #キオクシア #YMTC
中国YMTC、ついにNAND出荷量で世界3位に浮上😳💾
ところがNAND売上高では世界5位🤣

理由は、YMTCがまだコンシューマ向け中心だから。
一方で高単価の企業向けSSDはAI需要で急拡大中📈
さらに米規制や政治的圧力もあり、西側の企業向けeSSD市場には入りにくい。

つまり今のNAND市場、たくさん売るだけでは勝てない。
何を誰に売れるかでこんなに差がつく時代になってきた😎💾

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