国内存储双雄崛起，突破国际垄断格局​，长鑫和长存季度营收双双突破10亿美元大关

Core Viewpoint - The global storage market is witnessing significant growth, with Chinese companies CXMT and YMTC achieving quarterly revenues exceeding $1 billion, indicating a shift in market dynamics previously dominated by international giants [1][3]. Group 1: Company Achievements - CXMT has become a leader in the domestic DRAM industry through continuous technological research and capacity expansion, with its production base in Hefei enhancing output and aligning with international standards [2]. - YMTC has established a strong presence in the NAND Flash sector, leveraging its self-developed 3D NAND technology, which is widely used in consumer electronics and data centers [2]. Group 2: Market Trends - The global storage market is projected to reach $167 billion in 2024, driven by the rapid development of emerging technologies such as AI, big data, and cloud computing, leading to explosive demand for storage chips [3]. - In 2025, the demand for NAND Flash and DRAM Bit capacity is expected to grow by 12% and 15% respectively compared to 2024, particularly in AI server deployments where DRAM and NAND requirements are significantly higher than standard servers [3]. Group 3: Technological Advancements - CXMT is optimizing its DRAM manufacturing process, with its new factory in Hefei producing 18.5nm DRAM chips, achieving an initial monthly capacity of 100,000 wafers [4]. - YMTC continues to innovate in 3D NAND technology with its self-developed Xtacking architecture, enhancing read/write speeds and storage density, providing a competitive edge in the market [4]. Group 4: Industry Impact - The rise of CXMT and YMTC is setting a benchmark for other domestic storage companies, driving technological upgrades and development across the entire industry [4]. - The growth of domestic storage enterprises is expected to enhance China's position in the global semiconductor supply chain, reducing reliance on imported storage chips and ensuring national information security [4].