Yangtze Memory Technologies & Applied Materials
2 shared events · Importance 3 · Last updated Aug 07, 2026
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Business
Yangtze Memory Technologies: YMTC already uses AMEC equipment, providing validation that boosts confidence for Samsung and SK Hynix. It benefits from the rise of Chinese equipment suppliers.
Applied Materials: Applied Materials faces potential long-term competition from Chinese suppliers. It reported $8.53 billion in China revenue in fiscal 2025, 30% of total sales.
Aug 05, 2026 · 11 articles
Tech
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.
Applied Materials: Applied Materials saw its stock decline as investors weighed potential long-term competition from Chinese lithography tools.
Jul 27, 2026 · 22 articles
ERGEN INTELLIGENCE
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