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Company

YMTC

Filtered to Competitive Moves ×
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, NAND.

Articles
24
mentions
Velocity
-28.6%
growth rate
Acceleration
-2.786
velocity change
Sources
8
publications
Kioxia and Sandisk’s $31 Billion NAND Bet
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. Kioxia and Sandisk plan more than $31 billion of Japanese inv...
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

2026-10-21
Reuters 8 related

Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC

Samsung Electronics (005930.KS) and SK Hynix (000660.KS) are upgrading their China factories to produce more advanced memory chips …

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 …

2026-08-13
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,...

2026-02-03
2024-09-18
2023-03-31
Financial Times

Sources: YMTC expects to begin production at a new chip plant in H2 2024 by relying more on domestic suppliers, boosting China's self-sufficiency efforts

Memory-chip maker to rely on local equipment suppliers for 2024 manufacturing plans  —  Yangtze Memory Technologies Corp … Tweets: @chadbown Tweets: Chad P. Bown / @chadbown : YMTC, China's leading me...

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 37 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 SK Hynix. 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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