EXCLUSIVE — China's CXMT eyes flash — memory push amid global shortage; firm to take on Samsung, YMTC

CXMT plans NAND flash research line in Beijing, sources say Move opens new market beyond CXMT's core DRAM business Global flash shortage has boosted prices, strained device makers CXMT would challenge Samsung, SK Hynix, Micron and China's YMTC China memory leaders expand with state, local-government backing Sept 18 (Reuters) — Chinese chipmaker CXMT is preparing to enter the booming flash memory chip market dominated by Samsung Electronics and other foreign rivals, three people with knowledge of the matter said, a move that would broaden its customer base amid a global memory shortage. The move would also pit the dynamic random access memory (DRAM) chip specialist against domestic rival YMTC, taking it into one of the semiconductor industry's fastest-growing segments. Strong demand from artificial intelligence servers has created a global memory shortage that industry executives believe will persist through at least 2027. SK Hynix CEO Kwak Noh-jung said in July that 2027 could be the industry's worst year from a supply perspective, while TrendForce expects NAND supply tightness to ease only in the second half of next year. Manufacturers have also prioritized capital spending on DRA