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# Chinese chipmaker CXMT pivots to NAND flash, challenging Samsung duopoly
- URL: https://adjacent.media/signals/chinese-chipmaker-cxmt-pivots-to-nand-flash-challenging-samsung-duopoly/
- Published: 2026-09-18T16:10:05.000Z
- Updated: 2026-09-18T16:10:05.000Z
- Description: Changxin Memory Technologies is using state subsidies and manufacturing expertise to vertically integrate into NAND flash, where Samsung and SK Hynix control roughly 70% of global supply.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, semiconductor manufacturing, memory chip production, infrastructure competition

Source: [Reuters](https://www.reuters.com/world/asia-pacific/chinas-cxmt-eyes-flash-memory-push-amid-global-shortage-firm-take-samsung-ymtc-2026-09-18/?ref=adjacent.media)

Changxin Memory Technologies is using state subsidies and manufacturing expertise to vertically integrate into NAND flash, where Samsung and SK Hynix control roughly 70% of global supply. The move is Beijing's strategy to reduce dependence on Korean suppliers for a critical component in smartphones and data centers—applying direct competitive pressure to two companies already operating at thin margins. The memory shortage gives CXMT first-mover advantage in capturing price-sensitive customers willing to qualify a third supplier.