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Chinese memory manufacturers' capacity and technology ramps raise competitive pressure on Micron and SK Hynix's global DRAM and NAND positions.

China's memory supply self-sufficiency targets threaten incumbent margins and could reshape global HBM and memory sourcing for AI accelerators.
Trade pressSlicast · September 21, 2026 at 12:19 UTC · US · Source: TradingView
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SK Hynix
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In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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Chinese memory manufacturers' capacity and… · Slicast