Memory Production Expansion in China

CXMT and YMTC, two major Chinese companies in the semiconductor sector, are significantly increasing their production of DRAM (Dynamic Random-Access Memory) and HBM (High Bandwidth Memory). This represents an important step for China in its attempt to become more independent in the semiconductor sector and compete with leading global manufacturers.

The increase in DRAM and HBM production is particularly relevant given the growing demand for high-performance memory for applications such as artificial intelligence, high-performance computing, and data centers. The ability to produce these memories internally could reduce China's dependence on imports and strengthen its position in the global semiconductor market.

For those evaluating on-premise deployments, there are trade-offs that AI-RADAR analyzes in detail at /llm-onpremise.