Industry Insight: The Rise of China’s Storage Chips Is Now in Full Swing — We Sincerely Invite You to Join Hands and Explore Global Opportunities

Against the backdrop of the global AI computing power boom and the iteration of intelligent terminals, storage chips, as the core cornerstone of the digital economy, are ushering in unprecedented market dividends. China’s storage chip industry is striding forward from a "follower" to a "runner-up" with strong momentum in technological breakthroughs, production capacity leapfrogging, and quality upgrading, emerging as an indispensable core force in the global storage market. At this critical moment of industrial take-off, we sincerely invite global partners to join hands with Chinese storage chip enterprises, share development dividends, and create a new chapter in business together.

As the core segment of semiconductor memory, China has achieved comprehensive breakthroughs in the three mainstream storage categories: DRAM, NAND Flash, and Nor Flash. On the technological front, Yangtze Memory Technologies Co., Ltd. (YMTC)’s 300-layer 3D stacking technology-based NAND Flash products have reached the international advanced level; ChangXin Memory Technologies (CXMT)’s DDR5 memory chips have a speed exceeding 8000MHz, and its LPDDR5X products have set new performance records. Emerging storage technologies such as 3D FeRAM are also accelerating their commercialization. Today, the technological gap between domestic storage chips and international top brands is constantly narrowing, and the improvement of core independent capabilities has provided global customers with more cost-effective and stable options.

The dual guarantee of production capacity and quality is the solid foundation for our cooperation. In the wafer manufacturing segment, the monthly production capacity of storage wafers of leading domestic enterprises has exceeded 400,000 pieces, with yield rate steadily rising to the international mainstream level. The consistency and reliability of memory chips have passed the rigorous verification of well-known manufacturers such as ASUS and Acer. Relying on the complete storage supply chain — from 12-inch silicon wafers, photoresist and other semiconductor materials, to the localization breakthrough of core equipment such as etching tools, and supported by high-end packaging and testing capabilities of enterprises like Changjiang Electronics Technology Co., Ltd. (JCET) — we are able to provide customers with integrated product solutions ranging from storage IP and main control chips to memory modules and SSDs (Solid State Drives), fully meeting the stringent requirements of diverse scenarios such as automotive-grade storage, data center storage, and AI storage.

With the acceleration of global layout, Chinese storage chips are becoming the preferred partners for overseas customers. In 2023, the export volume of China’s storage chips increased by 42% year-on-year, with demand in the Southeast Asian market, the Middle East, and the European market continuing to climb. Leveraging the policy dividends of the RCEP agreement, our products can be delivered to customers more efficiently and at lower costs; supported by policies such as export tax rebates, we are able to transfer more profit margins to partners. In terms of overseas services, we have built a localized support system — from the development of customized low-power storage and high-capacity storage products, to rapid-response technical services and stable supply guarantees, comprehensively solving customers’ worries.

The dual guarantee of production capacity and quality is the solid foundation for our cooperation. In the wafer manufacturing segment, the monthly production capacity of storage wafers of leading domestic enterprises has exceeded 400,000 pieces, with yield rate steadily rising to the international mainstream level. The consistency and reliability of memory chips have passed the rigorous verification of well-known manufacturers such as ASUS and Acer. Relying on the complete storage supply chain — from 12-inch silicon wafers, photoresist and other semiconductor materials, to the localization breakthrough of core equipment such as etching tools, and supported by high-end packaging and testing capabilities of enterprises like Changjiang Electronics Technology Co., Ltd. (JCET) — we are able to provide customers with integrated product solutions ranging from storage IP and main control chips to memory modules and SSDs (Solid State Drives), fully meeting the stringent requirements of diverse scenarios such as automotive-grade storage, data center storage, and AI storage.

With the acceleration of global layout, Chinese storage chips are becoming the preferred partners for overseas customers. In 2023, the export volume of China’s storage chips increased by 42% year-on-year, with demand in the Southeast Asian market, the Middle East, and the European market continuing to climb. Leveraging the policy dividends of the RCEP agreement, our products can be delivered to customers more efficiently and at lower costs; supported by policies such as export tax rebates, we are able to transfer more profit margins to partners. In terms of overseas services, we have built a localized support system — from the development of customized low-power storage and high-capacity storage products, to rapid-response technical services and stable supply guarantees, comprehensively solving customers’ worries.