China's YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region

China's famous NAND producer YMTC is now planning to tap into the DRAM business, likely to focus on development of 'in-house' HBM, and sort out the domestic shortage.

YTMC Is Currently Setting Up DRAM Production Lines & Developing Stacking Technologies For HBM

For those unaware, China is facing a massive HBM shortage , which comes from the nation's huge demand for AI chips. In a previous report, we explored how Beijing has been relying on HBM stockpiles, which are now almost depleted. The lack of domestic HBM options is a far more greater concern for the domestic industry compared to the lack of chip production, and it seems like firms are stepping up to cater to the situation. Reuters reports that YMTC is tapping into the DRAM business, in a bid to produce HBM solutions.

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