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China's chipmakers emerge as rising force in AI memory market: Report - The Economic Times
The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.
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caixinglobal.com
Chinese Chipmaker YMTC Claims 13% of $46 Billion Global NAND Market
Yangtze Memory Technologies is tying for fourth globally and plotting a massive IPO as a multi-trillion-dollar AI data center boom leaves industry leaders entirely sold out
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CX Daily: Big Questions Loom as China’s Memory Chipmakers Prepare Blockbuster IPOs
An AI-driven shortage has turned CXMT and YMTC into profit machines, but investors disagree about how to value them
