Recently, the United States has made the latest adjustments to the 1260H clause list.Twelve Chinese companies, including Chinese storage giants Yangtze River Memory (YMTC) and Changxin Memory (CXMT), have been removed from the Chinese military industry control blacklist, opening the door for consumer products to use Chinese-made DRAM memory and NAND flash memory.
Currently, the global supply of memory chips is facing a serious shortage. Affected by the boom in AI infrastructure, international leaders such as Samsung and SK Hynix have shifted a large amount of production capacity to high-bandwidth memory (HBM), resulting in tight production capacity of traditional DRAM and NAND flash memory, and the shortage is expected to continue until 2027.
In this context,Global consumers and downstream manufacturers have turned their attention to Chinese storage suppliers, seeking solutions to ease supply pressure.
Facing market opportunities, Changxin Storage and Yangtze Storage are accelerating their production expansion plans. According to Nikkei Asia, the two companies have launched the largest production expansion plan in history.
However, it should be noted that the two companies still face U.S. semiconductor-related export control restrictions, and future market expansion still needs to deal with compliance risks.
