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Company

YMTC

24 articles – decelerating

YMTC has appeared in 24 articles since 2022-09. Coverage peaked in 2022Q4 with 8 articles. Frequently mentioned alongside China, Chinese, Micron, CXMT.

Articles
24
mentions
Velocity
-71.4%
growth rate
Acceleration
-3.214
velocity change
Sources
8
publications
SMIC’s 40.6 Billion Yuan Switchboard
SMIC agreed to spend 40.6 billion yuan for the remaining 49% of its 12-inch-wafer unit. Chinese companies plan to raise domestic accelerators from 30% to 46% of...
CXMT Turns 4% DRAM Share Into China Leverage
Reuters put CXMT at 4% of global DRAM in Q2 2025, while Omdia estimated 7.67% in Q1 2026; its Shanghai debut then produced a $487 billion market value. A report...

Coverage Timeline

2026-10-02
2026-10-01
Tom's Hardware 1 related

Micron filed a US lawsuit accusing Chinese memory maker YMTC of poaching its key engineers and then using the engineers' patents to sue Micron for infringement

Some of YMTC's patents can actually belong to Micron, the company alleges. … Micron this month filed a lawsuit …

2026-09-19
Reuters 2 related

Sources: Chinese DRAM leader CXMT is preparing to expand into NAND flash memory, competing with Samsung, SK Hynix, and domestic rival YMTC amid memory shortages

3D NAND research and development line rumored for its second manufacturing facility near BeijingSajjad Hussain /Tech4Gamers:China's CXMT Enters NAND Memory Market, Challenging Samsung, SK Hynix And Mi...

2026-09-18
Reuters 9 related

Sources: Chinese DRAM leader CXMT is preparing to expand into NAND flash memory, competing with Samsung, SK Hynix, and domestic rival YMTC amid memory shortages

Chinese chipmaker CXMT (688825.SS) is preparing to enter the booming flash memory chip market dominated by Samsung Electronics …

2026-08-26
Financial Times 5 related

Sources: YMTC, which seeks to raise $5B in an IPO, told investors in IPO prep meetings that it aims to become the largest NAND flash supplier by the end of 2027

YMTC sets out Nand production ambitions in investor meetings for $5bn Shanghai IPO  —  YMTC aims to overtake Samsung and SK Hynix …

2026-08-21
Reuters 4 related

Filings: The Shanghai Stock Exchange accepted China-based chipmaker YMTC's application to list its shares on the STAR Market; YMTC seeks to raise ~$4.9B

China's leading flash memory chipmaker YMTC plans to raise 33 billion yuan ($4.91 billion) in its Shanghai IPO …

2026-08-13
South China Morning Post 11 related

Counterpoint: China-based YMTC accounted for 14% of global NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia

Chinese vendor has 14% share, according to researchBloomberg:YMTC Passes Kioxia in Flash Memory Shipments, Report SaysBùi Giang /Notebookcheck:Chinese storage breaks into top three for the first time,...

2026-07-26
Reuters 8 related

Sources: CXMT expelled Huawei-linked SiCarrier staff from its R&D zone amid a pricing dispute, as Chinese memory makers flex their newfound clout to hike prices

new modules enter the market, but prices still track the big threeFinancial Times:Top Democrat says Trump administration is worsening chip shortageRo Khanna /Select Committee on the CCP - Democrats:Th...

2026-07-02
Bloomberg 18 related

Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China

Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce …

2026-05-19
Bloomberg 4 related

Chinese flash memory chipmaker YMTC says it started a prelisting tutoring process with two local brokers, marking the first formal step toward an IPO

Yangtze Memory Technologies Co. has begun the process for a long-awaited initial public offering, tapping red-hot demand …

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 34 tech news articles mentioning YMTC, dating back to September 2022. The biggest stories include Sources: Apple freezes its plans to use YMTC memory chips in its products, including... and Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese.... Frequently covered alongside Micron, NAND, CXMT, Samsung, and Apple. Coverage has shifted toward consumer, funding themes and away from competition.

Key Moments

2025Q2funding +100pts
2025Q4competition -100pts
2026Q1funding -100pts; competition +100pts

Relationships

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