// memory chip production

Source: Reuters

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.