Market researchers expect higher market shares for Chinese memory manufacturers (heise.de)

• YMTC and CXMT launching new NAND and HBM production sites.
• State backing fuels rapid capacity expansion.
• Increased market share challenges global semiconductor dependency structures.

"Market researchers report that YMTC and CXMT are commissioning new production facilities for NAND flash and HBM chips this year. Supported by substantial state subsidies, these manufacturers are aggressively expanding their production capacity to capture larger global market shares. This growth strategy aims to close the technological gap with international competitors while tightening control over critical memory component supply chains. For Europe, this trend raises concerns regarding technological sovereignty, as reliance on Chinese-produced memory components could become a strategic vulnerability in critical infrastructure and AI hardware deployment."