company
Chinese manufacturer of NAND flash memory chips, among China's largest semiconductor makers; blacklisted by the US as a national security risk.
No evidence-backed relationships are recorded.
Samsung Electronics is expected to post 108.1 trillion won of third-quarter operating profit, nearly nine times last year's, in guidance due Thursday. With foundry, chip design and phones all losing money, that figure now moves with memory prices and the won.
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Micron's new lawsuit says YMTC built its patents on Micron know-how, and it names eight former Micron engineers who became inventors on them. If a court accepts that, YMTC's infringement suits against Micron turn first on who owns the patents.
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Lutnick says Washington is "not in favor" of Apple buying CXMT DRAM or YMTC NAND, per Crypto Briefing. Apple reportedly has until August 21 to commit, with AI demand already lifting memory prices.
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Commerce Secretary Lutnick told the Wall Street Journal on 14 August that he had put it to Apple "plainly". No rule stops the purchase, and a Senate deadline falls on 21 August.
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China's dominant DRAM maker is preparing to make NAND too, in the memory segment that got the least new capacity spending, and analysts do not expect the shortage there to ease until the second half of 2027.
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South Korea's revised Criminal Act took effect on September 13 and drops the requirement that a leak benefit an enemy state, so conduct police logged a record 33 times last year now carries three to 30 years.
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Huawei now coordinates China's lithography effort, according to the Financial Times, and the flagship tool it is coordinating uses projection optics that Zeiss says it sells only to ASML, which bounds how fast substitution can actually arrive.
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Samsung has committed up to 110 trillion won to close one three-year return program. Consensus math has a single year of AI-chip cash flow funding 188 trillion, most of it still unallocated.
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IDC says memory tightness runs through 2027, driven by AI demand that compounds and producers who are managing supply on purpose. Treating DRAM as a spot commodity is now a two-year budgeting error.
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