Yangtze Memory Technologies & TSMC
2 shared events · Importance 3 · Last updated Jul 28, 2026
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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.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
Business
Yangtze Memory Technologies: YMTC is a Chinese competitor in NAND flash chips, posing a challenge to Kioxia's competitive edge.
TSMC: TSMC, a Taiwanese chipmaker, has a plant in southern Kyushu, contributing to Japan's semiconductor hub efforts.
Jul 15, 2026 · 6 articles
ERGEN INTELLIGENCE
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