
DigiTimes reported today that Yangtze Memory Technologies Corp. (YMTC) is preparing an entry into DRAM fabrication and exploring a partnership with ChangXin Memory Technologies (CXMT) to target High Bandwidth Memory (HBM), the premium DRAM stacked beside many of the highest-performance AI accelerators.
This move would align China’s top NAND maker with its leading DRAM supplier at a time when HBM is the hottest component in the data center and the Chinese government is eager to reduce reliance on big-three memory giants Samsung, SK hynix, and Micron.