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China's Two Domestic Memory Giants Enter Prepayment Production Scheduling Mode: Paying Upfront Doesn't Even Guarantee Delivery
4 hour ago /
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Author：小编
Since the fourth quarter of 2025, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) have adopted a 'prepayment production scheduling' model, with the rush for products continuing to this day. Downstream customers are required to make full advance payments to distributors, after which they enter the production queue system. They are then notified to take delivery once the chips are manufactured. YMTC's revenue surpassed 20 billion yuan in the first quarter of 2026, with its global market share in NAND flash memory exceeding 10%.
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