Chinese memory chipmaker YMTC has sued Micron Technology in federal court in Washington, accusing its U.S. rival of spreading false claims that YMTC's chips threaten U.S. national security @mikescarcella.bsky.social reut.rs/4kvPsFL
June 10, 2025 at 1:05 AM
Chinese memory chipmaker YMTC has sued Micron Technology in federal court in Washington, accusing its U.S. rival of spreading false claims that YMTC's chips threaten U.S. national security @mikescarcella.bsky.social reut.rs/4kvPsFL
Filings: China-based chipmaker YMTC's application to list its shares on Shanghai's STAR Market has been accepted, setting the stage for a $4.9B share sale (Reuters)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
August 21, 2026 at 1:10 PM
Filings: China-based chipmaker YMTC's application to list its shares on Shanghai's STAR Market has been accepted, setting the stage for a $4.9B share sale (Reuters)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
CHINESE MEMORY CHIPMAKER YMTC PLANS TO BUILD TWO NEW FABS, SOURCES SAY A SEPARATE YMTC CHIP FACTORY WILL BEGIN PRODUCTION LATER THIS YEAR, SOURCES SAY YMTC'S PRODUCTION CAPACITY WILL MORE THAN DOUBLE ONCE ALL THREE PLANTS ARE FULLY OPERATIONAL, SOURCES SAY (
April 14, 2026 at 6:15 AM
CHINESE MEMORY CHIPMAKER YMTC PLANS TO BUILD TWO NEW FABS, SOURCES SAY A SEPARATE YMTC CHIP FACTORY WILL BEGIN PRODUCTION LATER THIS YEAR, SOURCES SAY YMTC'S PRODUCTION CAPACITY WILL MORE THAN DOUBLE ONCE ALL THREE PLANTS ARE FULLY OPERATIONAL, SOURCES SAY (
CXMT Chases NAND as YMTC Storms Into DRAM Territory, Igniting a Chinese Memory & Storage Chip Turf War, Says Report
wccftech.com/cxmt-chases-...
wccftech.com/cxmt-chases-...
CXMT Chases NAND as YMTC Storms Into DRAM Territory, Igniting a Chinese Memory & Storage Chip Turf War, Says Report
Patent disputes loom as the flashpoint, with YMTC's rapid moves potentially leaving CXMT on the back foot.
wccftech.com
September 23, 2026 at 1:07 AM
CXMT Chases NAND as YMTC Storms Into DRAM Territory, Igniting a Chinese Memory & Storage Chip Turf War, Says Report
wccftech.com/cxmt-chases-...
wccftech.com/cxmt-chases-...
The Legal Shield Nobody Is Talking About: Courts Just Told Big Tech It Can Lie About National Security
#crypto #bitcoin
#crypto #bitcoin
The Legal Shield Nobody Is Talking About: Courts Just Told Big Tech It Can Lie About National Security
A U.S. judge just dismissed YMTC's lawsuit against Micron, ruling political speech is protected even in tech disputes. Here's why this changes everything.
cryptocoverage.com
August 14, 2026 at 5:03 PM
YMTC’s memory technology is highly advanced and globally competitive, achieving near-parity with major Western and South Korean manufacturers despite U.S. export restrictions. China in this area of semiconductor manufacturing has reached the tech frontier
September 20, 2026 at 4:53 PM
YMTC’s memory technology is highly advanced and globally competitive, achieving near-parity with major Western and South Korean manufacturers despite U.S. export restrictions. China in this area of semiconductor manufacturing has reached the tech frontier
Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC reut.rs/4cA5X1B
Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security.
reut.rs
August 14, 2026 at 3:25 PM
Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC reut.rs/4cA5X1B
the NAND flash market has exploded. YMTC has been a primary beneficiary: By volume, YMTC's global NAND shipment market share jumped to 14%, successfully knocking Japan's Kioxia out of the global top three for the first time.
September 20, 2026 at 4:53 PM
the NAND flash market has exploded. YMTC has been a primary beneficiary: By volume, YMTC's global NAND shipment market share jumped to 14%, successfully knocking Japan's Kioxia out of the global top three for the first time.
Chinese memory chipmaker YMTC filed a lawsuit in federal court in Washington, accusing its US rival Micron Technology and public affairs firm DCI Group of spreading false claims that YMTC's chips threaten US national security reut.rs/4kvPsFL
June 10, 2025 at 4:35 PM
Chinese memory chipmaker YMTC filed a lawsuit in federal court in Washington, accusing its US rival Micron Technology and public affairs firm DCI Group of spreading false claims that YMTC's chips threaten US national security reut.rs/4kvPsFL
Chinese Premier Li Qiang, the country's No. 2 official, visited YMTC's memory chip production lines, the latest show of support for the US-sanctioned company (Zheping Huang/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
January 4, 2024 at 10:40 AM
Chinese Premier Li Qiang, the country's No. 2 official, visited YMTC's memory chip production lines, the latest show of support for the US-sanctioned company (Zheping Huang/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security reut.rs/4wxSkaC
August 15, 2026 at 12:37 AM
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security reut.rs/4wxSkaC
China just built a 10,000 MB/s SSD — and it runs cooler than most Gen5 drives. 🔥
The secret? 4 channels instead of 8.
Here's why that's actually genius 👇
geekrealmhub.com/ymtc-pc550-x...
#SSD #PCIe5 #TechNews
The secret? 4 channels instead of 8.
Here's why that's actually genius 👇
geekrealmhub.com/ymtc-pc550-x...
#SSD #PCIe5 #TechNews
YMTC PC550: 10,000 MB/s writes on Xtacking 4.0 NAND
YMTC's PC550 hits 10,000 MB/s writes with Xtacking 4.0 NAND and PCIe Gen5. Specs, models, and availability explained.
geekrealmhub.com
March 8, 2026 at 1:45 AM
China just built a 10,000 MB/s SSD — and it runs cooler than most Gen5 drives. 🔥
The secret? 4 channels instead of 8.
Here's why that's actually genius 👇
geekrealmhub.com/ymtc-pc550-x...
#SSD #PCIe5 #TechNews
The secret? 4 channels instead of 8.
Here's why that's actually genius 👇
geekrealmhub.com/ymtc-pc550-x...
#SSD #PCIe5 #TechNews
CXMT is preparing a NAND flash research and development production line at its new Beijing site, according to people familiar with the plans.
Source: Pandaily
Source: Pandaily
CXMT Plans Beijing NAND Flash R&D Line as DRAM Leader Eyes YMTC's Turf
CXMT is preparing a Beijing NAND flash R&D production line amid a global memory shortage, expanding the DRAM leader into YMTC's flash segment in China's dual-star storage lineup.
pandaily.com
September 18, 2026 at 8:12 AM
CXMT is preparing a NAND flash research and development production line at its new Beijing site, according to people familiar with the plans.
Source: Pandaily
Source: Pandaily
🚀China's memory giants CXMT & YMTC unite for HBM domestication! CXMT's DRAM + YMTC's Xtacking is a potent combo. HBM2 sampled, with HBM3/3E targeting 2026-27.
⚡️Wuhan Xinxin & Tongfu Microelectronics also join. I'm struck by their rapid progress, closing the gap with global leaders. This isn't just
⚡️Wuhan Xinxin & Tongfu Microelectronics also join. I'm struck by their rapid progress, closing the gap with global leaders. This isn't just
长江存储、长鑫存储首次联手 推进HBM内存国产化 - cnBeta.COM 移动版
中国一直在努力推进国产化HBM内存，毕竟这对于AI计算是至关重要的。根据DigiTimes的最新报道，长江存储正积极准备进入DRAM内存领域，并寻求与长鑫存储合作，共同攻克HBM内存技术难关。
m.cnbeta.com.tw
September 3, 2025 at 5:03 AM
🚀China's memory giants CXMT & YMTC unite for HBM domestication! CXMT's DRAM + YMTC's Xtacking is a potent combo. HBM2 sampled, with HBM3/3E targeting 2026-27.
⚡️Wuhan Xinxin & Tongfu Microelectronics also join. I'm struck by their rapid progress, closing the gap with global leaders. This isn't just
⚡️Wuhan Xinxin & Tongfu Microelectronics also join. I'm struck by their rapid progress, closing the gap with global leaders. This isn't just
YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It www.shashi.co/2026/08/ymtc...
YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It
YMTC's $4.9 billion Shanghai IPO filing lands while its Pentagon 1260H designation has reversed three times in twenty months.
www.shashi.co
August 25, 2026 at 2:18 PM
YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It www.shashi.co/2026/08/ymtc...
Shanghai accepts YMTC's STAR Market listing application. China's largest NAND flash maker is moving toward a major Shanghai listing.
Source: DigiTimes Asia
Source: DigiTimes Asia
Shanghai accepts YMTC's STAR Market listing application
China's largest NAND flash maker is moving toward a major Shanghai listing, but global investors will be watching more than the size of the deal. YMTC's IPO comes as chip demand rises, US export controls bite, and memory markets remain highly cyclical, raising questions about whether its rapid profit surge can last.
www.digitimes.com
August 24, 2026 at 3:55 AM
Shanghai accepts YMTC's STAR Market listing application. China's largest NAND flash maker is moving toward a major Shanghai listing.
Source: DigiTimes Asia
Source: DigiTimes Asia
Nasdaq 100 futures fell 0.6%, while Alibaba’s HK$80 billion ($10.2 billion) AI share placement and YMTC’s planned 33 billion yuan ($4.9 billion) Shanghai IPO intensified dilution concerns across chip and AI names. At the same time, Washington’s new 50% tariffs on about $20
August 24, 2026 at 10:10 AM
Nasdaq 100 futures fell 0.6%, while Alibaba’s HK$80 billion ($10.2 billion) AI share placement and YMTC’s planned 33 billion yuan ($4.9 billion) Shanghai IPO intensified dilution concerns across chip and AI names. At the same time, Washington’s new 50% tariffs on about $20
‘Way Harder than it Looks’ in China AI. Nvidia, DeepSeek & YMTC. ARD #146
...Nvidia’s China comeback chip, DeepSeek’s next frontier push, & China memory company YMTC’s IPO plans after CXMT debut. #$NVDA
Full writeup with source links: michaelparekh.substack.com/p/way-harder...
...Nvidia’s China comeback chip, DeepSeek’s next frontier push, & China memory company YMTC’s IPO plans after CXMT debut. #$NVDA
Full writeup with source links: michaelparekh.substack.com/p/way-harder...
‘Way Harder than it Looks’ in China AI. Nvidia, DeepSeek & YMTC. ARD #146
...Nvidia’s China comeback chip, DeepSeek’s next frontier push, & memory maker YMTC’s IPO after CXMT.
michaelparekh.substack.com
August 21, 2026 at 6:24 PM
‘Way Harder than it Looks’ in China AI. Nvidia, DeepSeek & YMTC. ARD #146
...Nvidia’s China comeback chip, DeepSeek’s next frontier push, & China memory company YMTC’s IPO plans after CXMT debut. #$NVDA
Full writeup with source links: michaelparekh.substack.com/p/way-harder...
...Nvidia’s China comeback chip, DeepSeek’s next frontier push, & China memory company YMTC’s IPO plans after CXMT debut. #$NVDA
Full writeup with source links: michaelparekh.substack.com/p/way-harder...
#YMTC's growth will be more sustainable and could reach 18% global NAND market share in 2028: Analyst
#MSHwang from #CounterpointResearch sees 2028 as the inflection point for global memory market as current demand can sustain the next 2 years. youtu.be/0XxoJecif94
#MSHwang from #CounterpointResearch sees 2028 as the inflection point for global memory market as current demand can sustain the next 2 years. youtu.be/0XxoJecif94
YMTC's growth will be more sustainable and could reach 18% global NAND market share in 2028: Analyst
YouTube video by CNBC International Live
youtu.be
August 18, 2026 at 2:08 PM
#YMTC's growth will be more sustainable and could reach 18% global NAND market share in 2028: Analyst
#MSHwang from #CounterpointResearch sees 2028 as the inflection point for global memory market as current demand can sustain the next 2 years. youtu.be/0XxoJecif94
#MSHwang from #CounterpointResearch sees 2028 as the inflection point for global memory market as current demand can sustain the next 2 years. youtu.be/0XxoJecif94
US District Judge Carl Nichols on August 13 dismissed a lawsuit by China-based Yangtze Memory Technologies against Micron and DCI Group alleging they spread false claims that YMTC's chips threaten US national security reut.rs/4wxSkaC
August 14, 2026 at 6:00 PM
US District Judge Carl Nichols on August 13 dismissed a lawsuit by China-based Yangtze Memory Technologies against Micron and DCI Group alleging they spread false claims that YMTC's chips threaten US national security reut.rs/4wxSkaC
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security.
Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security.
reut.rs
August 14, 2026 at 4:15 PM
Chipmaker Micron Technology and public affairs firm DCI Group won a decision dismissing a U.S. lawsuit filed last year by China-based semiconductor producer Yangtze Memory Technologies that alleged they spread false claims that YMTC's chips threaten U.S. national security.