CXMT’s Reported NAND Research Push Signals Wider Chinese Memory Ambitions, Not Immediate New Supply

Beijing, 18 September 2026 – Chinese memory-chip maker CXMT is preparing a move into NAND flash development, according to people familiar with its plans, potentially broadening its business beyond DRAM. The reported initiative points to a longer-term competitive ambition, but does not establish a timetable for commercial output or an imminent easing of memory shortages.

Two sources described a proposed research-and-development production line at the company’s new Beijing plant. Another account referred to NAND work at a research institute in the capital. The available reporting does not confirm when the line would begin operating or whether research and trial production would progress to large-scale manufacturing.