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Company dossier · Reviewed 2026-09-11

YMTC 长江存储

NAND and enterprise storage built around Xtacking.

CommercialWatch priority 1Memory & storage

What the evidence says

NAND is storage; it is not a direct substitute for accelerator HBM.

YMTC · NAND and enterprise storage portfolio (source)

Critical facts

Company news

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reported

CXMT reportedly prepares to enter NAND with a Beijing R&D production line

Reuters reports that CXMT plans a NAND flash R&D production line at its new Beijing plant and has discussed prospective AI-system storage customers, extending beyond its core DRAM business.

Why it matters. The plan would broaden China's domestic memory base and put CXMT into YMTC's main market, but it is not commercial-production evidence. Reuters could not establish when the line would operate or whether CXMT would proceed beyond research and trial production; CXMT did not comment.

Reuters · CXMT prepares NAND research line as memory shortage persists (source)