China’s CXMT Pushes Into NAND as Samsung, SK Hynix Lead AI-Server eSSDs; Solidigm Weighs U.S. Plant [Tech Log]

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    "url": "https://en.bloomingbit.io/feed/news/120685",
    "title": "China’s CXMT Pushes Into NAND as Samsung, SK Hynix Lead AI-Server eSSDs; Solidigm Weighs U.S. Plant [Tech Log] - bloomingbit",
    "excerpt": "Summary Forecast Trend Report by Period A NAND shortage driven by artificial-intelligence servers, combined with U.S.-China technology tensions, is starting to reshape competition and manufacturing footprints in a market led by Samsung Electronics. On the same day reports said Chinese memory maker CXMT was moving beyond DRAM and into NAND flash, news also emerged that Solidigm, an SK Hynix subsidiary, is weighing a NAND plant in the U.S. \"CXMT Pushes Into NAND; Solidigm Weighs U.S. Plant\" The NAND production map could be in for a major shift, according to industry officials on Sept. 20. Reuters reported on Sept. 18 that CXMT is building a NAND research-and-development production line at a new plant in Beijing. The company has also set up a research institute there for a NAND development project. It has discussed NAND business plans with customers, including a startup that plans to use CXMT’s NAND in storage products for AI systems and supercomputers. The move would broaden CXMT’s business beyond its traditional focus on DRAM. If CXMT reaches commercial mass production, it would compete not only with established global suppliers such as Samsung Electronics, SK Hynix and Micron, but also with YMTC, China’s top NAND maker. In China’s memory market, CXMT has focused on DRAM while YMTC has centered on NAND. But YMTC also tested the waters for a DRAM entry after sending low-power...",
    "summary": "SK Hynix ranked second in the AI-server eSSD market in the second quarter with a 21.1% revenue share.",
    "planning": false,
    "image_url": "https://media.bloomingbit.io/news/65c55603-6428-4adb-8d0c-777352ef9e33.webp",
    "confidence": 0.9,
    "recognition": "2nd place in Q2 AI-server eSSD revenue with 21.1% share",
    "published_at": "2026-09-20T06:50:36Z",
    "article_sentence": "In the second quarter, Samsung Electronics led with a 35.1% revenue share, while SK Hynix ranked second at 21.1%."
  }
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