The AI surge has not only led to a global supply problem, but it's also driving record revenue in the NAND segment; however, the PC market has taken a big hit. NAND Suppliers Earn Record Revenue In Q1 2026 With China's CXMT Climbing Up To 13% of the Global Share The latest market report shared by Counterpoint Research shows us the extent of the global NAND demand. As of Q1 2026, the NAND market has seen a massive 3.5x surge in global revenue, driving the tally up to 46 billion US dollars. The strong demand is driven primarily by Agentic […]

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Silicon Motion's CEO has said that memory (DRAM) and SSD (NAND) shortages would last until 2028 due to the continued demand from AI firms. Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb We know that memory and SSD shortages are bad, both in the enterprise and consumer segments. DRAM & NAND makers are adding new factories to boost production capabilities, but these aren't expected to become operational within this year. At the earliest, the first facility expansion and bring-up plans are expected around 2027, which […]

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There is apparently such a thing as being too successful. Look no further than China's display panel behemoth BOE, which is generating record revenues, albeit at razor-thin margins. What's more, this playbook on cutthroat economics might yet repeat with China's upstart memory players, CXMT and YMTC. China's CXMT and YMTC appear destined to follow in BOE's footsteps to a hellscape of cutthroat competition and near-zero margins By some metrics, China's BOE is a commercial success story. After all, it is a major supplier of LTPS OLED panels for Apple's iPhone 17e as well as a host of legacy models such […]

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Memory shortages are expected to last several years, with no sign of stabilization anytime soon, as DRAM makers fail to meet demand. Despite Creating New Production Factories, DRAM Makers Will Fail To Meet Memory Demand For Many Years Memory supply constraints continue to grip the industry as the rise of Agentic AI has led to severe shortages. The demand is so massive that it will take years before we see any hint of relief. The latest report from Nikkei Asia seems to agree with this matter. It is stated that DRAM manufacturers are expected to meet only 60% percent of […]

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As the United States continues to hammer down trade restrictions on China, YMTC has decided to uplift the chipmaking capacity by building new fabs. China & US Trade Wars Continue, In the Midst, YMTC Decides To Double Its Production Capacity With Two Brand New Chipmaking Factories The semiconductor industry is currently facing a trade war between two giants. On one hand, there's the United States, and on the other, there's China. From export restrictions to the banning of necessary tools that are required for making chips, the United States is trying to ensure that China doesn't get bleeding-edge materials and […]

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The U.S. ban hammer forced Apple to abandon all ties with Chinese NAND flash chip manufacturer YMTC, leaving the Cupertino firm to rely on Korean suppliers. Looking at the current DRAM crisis, which has also affected storage costs, this wasn’t the best of decisions as iPhone margins are being adversely affected, with Apple now estimated to pay $70 per LPDDR5X RAM chip. While the company may absorb these cost bumps, it’s not the right play for its long-term strategy, which is why it is reported to source YMTC’s NAND flash chips, which will be reserved for iPhones sold in China. With this […]

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The US is working on legislation targeting Chinese memory suppliers, and according to a new proposed 'rulemaking', the use of YMTC and CXMT could be banned for government products. YMTC, SMIC & CXMT Are Now Targeted In a Proposed Legislation, Limiting Their Adoption Across Commercial Products The debate over integrating Chinese memory into consumer-grade products has emerged recently amid DRAM shortages. The 'Big 3' suppliers are currently busy with enterprise demand, leaving little capacity behind for consumer products. However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and […]

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