“ The China card

Two Chinese chip makers—CXMT, the country’s top DRAM producer, and Yangtze Memory Technologies, which focuses on NAND storage—are growing fast and want to expand their global clientele. China is the closest thing to a quick fix for the chip shortage, but the solution is at best partial.

Yangtze Memory is building three new factories in China that would more than double its current capacity by the end of 2027, people familiar with the plans said. Meanwhile CXMT is seeking to raise $4 billion in an initial public offering in Shanghai, and it is building new factories. It said its revenue rose by more than 700% year-over-year in the first quarter of 2026, though it acknowledged that its products still trail those of the three industry leaders.”

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