[News] Micron Reportedly Acknowledges China’s Memory Progress While Noting Output Remains Largely Domestic

Amid market chatter that big tech firms are reportedly evaluating Chinese memory products, Micron, during its earnings call, acknowledged the country’s progress in memory development. South China Morning Post, citing Micron Chief Business Officer Sumit Sadana, reports that both CXMT and YMTC have steadily improved their capabilities and expanded market share over time.

The remarks, as per the report, underscore a degree of global validation for China’s memory sector at a time when surging AI infrastructure investment is reshaping an industry historically marked by cyclical booms and downturns.

However, Sadana also noted that the “overwhelming majority” of their output remains sold domestically in China, the report suggests.

South China Morning Post points out that while Chinese suppliers still lag behind Micron and its Korean peers in HBM, Micron executives highlighted tightening supply conditions in non-HBM segments, suggesting potential upside for China’s major DRAM maker, whose product mix remains concentrated in mainstream LPDDR and DDR DRAM.

Meanwhile, South Korea is also closely watching the development. A separate report from Kyunghyang Shinmun, citing Professor Lee Jong-hwan of Sangmyung University, estimates the technology gap between Korea and China at around 2–3 years in general-purpose DRAM and NAND, and over five years in HBM, though the gap is gradually narrowing.

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