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The Latest Breaking News from YMTC

SanDisk’s Stock Supercycle Just Got Another Boost: BofA Raises Price Tag to $2,500

Bank of America is telling clients the memory shortage is nowhere near over — and that Sandisk Corp. (NASDAQ:SNDK) is the cleanest way to own it.

Benzinga

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

Tom’s Hardware

Alibaba, Baidu, and BYD Flagged as 'Chinese Military Company' by Pentagon Over Security Concerns

The US has controversially added Alibaba, Baidu, and BYD to a list of Chinese military companies, sparking tensions and prompting the firms to challenge the designation.

International Business Times UK

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BYD and Alibaba among big names aiding China’s military, Pentagon says

Updated Pentagon list includes swathe of China’s top technology firms in move that could inflame tensions between the countries

The Guardian - UK

US says BYD, Baidu and Alibaba and other tech giants are aiding China's military

The U.S. has updated its list of Chinese companies aiding Beijing's military, adding tech giants like Alibaba and Baidu, alongside chipmakers CXMT and YMTC. This move, superseding a 2025 list, could heighten U.S.-China tensions and impact firms through future contracting restrictions.

The Economic Times

US says BYD, Baidu and Alibaba are aiding China's military

America has released a new list of Chinese companies it believes support Beijing's military. Major firms like Alibaba, Baidu, and BYD are included. Other companies like WuXi AppTec and RoboSense Technology are also on the list. While not imposing immediate sanctions, the Pentagon will stop contracting with these firms in…

The Economic Times

China's chipmakers emerge as rising force in AI memory market: Report

The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.

The Economic Times

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Tech Brief (May 20): Chinese Chipmaker YMTC Moves Toward IPO

Bilibili swings to profit as ads, gaming rebound, robot-dog maker Deep Robotics seeks $370 million Shanghai IPO

Caixin Global

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

China’s Yangtze Memory Technologies plans to build two fabs beyond the Phase 3 plant that it’s due to complete in Wuhan this year.

Tom’s Hardware

China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap gaming SSDs back on the menu

Paying over $160 for a basic 1 TB drive at the moment just feels like a fever dream.

PC Gamer

US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others

Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China's military, such as CXMT, Huawei, SMIC, and YMTC.

Tom’s Hardware

Teamgroup MP44Q 2 TB NVMe SSD review

Arrived at a bad time.

PC Gamer

Chinese SSD maker YMTC lists its first commercial PCIe 5.0 SSD as worldwide shortage intensifies — Xtacking 4.0 NAND powers speeds of up to 10,500 MB/s

The newly listed PC550 SSD targets AI PCs and commercial systems and features PCIe 5.0 x4 connectivity, NVMe 2.0 support, and a four-channel design.

Tom’s Hardware

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TechRadar

Is Apple set to turn to China for its next memory partner? Mac maker reportedly searching for new partners as negotiations get tricky

Apple explores partnerships with Chinese memory manufacturers YMTC and CXMT to diversify DRAM and NAND supply amid price volatility.

Tom’s Guide

RAM prices keep rising in 2026 — Acer exec says PC makers may bypass major suppliers to keep laptops affordable

Acer has shared its plan with Tom’s Guide to work with “multiple smaller” RAM vendors to bypass the consumer tech price crisis caused by the big three focusing on the AI boom.

Tom’s Hardware

China's premier memory-maker YMTC struggles amid chokehold of US sanctions — outdated chipmaking tools and lack of new tools have hampered production and development of new tech

YMTC's efforts to expand its presence in the 3D NAND memory market have stalled as US export restrictions prevent the company from acquiring advanced tools needed to scale production.

Tom’s Hardware

YMTC and CXMT team up to accelerate Chinese domestic HBM production — partnership brings hybrid bonding and DRAM expertise together

YMTC is reportedly preparing an entry into DRAM fabrication and exploring a partnership with CXMT to target high-bandwidth memory.

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PC Gamer

Biwin Black Opal NV7400 SSD review

Ridiculously affordable, with potent sequentials.

Tom’s Hardware

China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

Despite being on the U.S. Entity List since 2022 and cut off from advanced foreign fab tools, YMTC is pushing forward with plans to expand production to 150,000 wafers per month and trial a fully localized manufacturing line.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

Banned China chipmaker YMTC sues Micron again, now over serious defamation claims — Micron funded anti-Chinese tech misinformation campaigns to get ahead, says YMTC

Yangtze Memory Technologies Company has launched its second lawsuit against Micron within the last two years, the third total in their lengthy legal battle. The new suit accuses Micron of funding a lengthy astroturfing misinformation campaign aimed at slanderizing YMTC in the American market.

Tom’s Hardware

Micron balks at court order to share 73 pages of sensitive data with China's banned YMTC chipmaker — Micron strives to protect IP from Chinese chip firm on the entity list

Micron has petitioned the Supreme Court to reverse earlier rulings that granted YMTC’s legal team access to 73 pages of confidential 3D NAND documents, citing national security concerns.

Tom’s Hardware

Biwin unveils PCIe Gen5 SSD with 14,500 MB/s read speeds

Biwin officially launches the Maxio MAP1806-based X570 SSD that is expected to offer leading-edge performance and a low price.

Tom’s Hardware

Former chairman of China's chipmaking champion gets suspended death sentence in corruption and embezzlement case

Zhao Weiguo has been given a suspended death sentence.

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