Huawei & Yangtze Memory Technologies
4 shared events · Importance 3 · Last updated Aug 10, 2026
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Business
Huawei: Huawei, a customer of CXMT, has faced price increases but benefits from a more self-sufficient domestic chip supply chain.
Yangtze Memory Technologies: CXMT is the central entity, planning a new China — Beijing fab and seeking government funding. Its expansion and IPO strengthen its position in the memory chip market, with shares up 13% since debut.
Aug 03, 2026 · 7 articles
Tech
Huawei: Huawei backs SiCarrier, which is affiliated with Shanghai Yuliangsheng, linking it to the DUV development. Huawei's involvement highlights the broader national effort to overcome technology restrictions.
Yangtze Memory Technologies: CXMT, a memory manufacturer, is expected to receive the homegrown DUV tools, potentially aiding its production of DRAM and other memory chips. This could reduce its reliance on foreign equipment.
Jul 27, 2026 · 22 articles
Business
Huawei: As a major customer, Huawei benefits from CXMT's pricing power and supply, but also faces higher memory costs due to shortages.
Yangtze Memory Technologies: Rival memory chipmaker, may benefit from increased investor interest in the sector and potential future IPO.
Jul 14, 2026 · 113 articles
Business
Huawei: Huawei is cited as a homegrown champion helping China narrow the gap in AI model development and inference chips.
Yangtze Memory Technologies: Yangtze Memory Technologies is listed as an AI-led IPO pipeline firm, reflecting the trend toward hardware and memory companies.
Aug 17, 2026 · 6 articles
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