The major obstacle for the Chinese DRAM and NAND products entering the market is that Changxinn Memory (CXMT) and Yangtze Memory Technologies (YMTC) were included in the U.S. Department of Defense 1260H list. However, in the latest list adjustment, both companies have been officially removed.
According to foreign media reports, today the U.S. Department of Defense revised the 1260H provisions document. The revised document shows that the two storage manufacturers have been removed from the list.
Previously, political factors had always been one of the core reasons restricting overseas vendors from adopting Chinese DRAM and NAND products. With the latest adjustment of the 1260H list by the U.S. Department of Defense, Changxinn Memory and Yangtze Memory Technologies have been officially removed, and the two companies are no longer labeled as "national security threats." This undoubtedly opens an important window for Chinese memory companies to supply American domestic manufacturers.
In short, the 1260H list is a list used by the U.S. War Department to identify so-called "Chinese military companies" (CCMC), with the purpose of restricting related companies from conducting business within the United States, directly or indirectly. Companies on the list are considered potential threats to the U.S. supply chain, leading to upstream and downstream industry participants actively avoiding cooperation. Yangtze Memory became one of the first Chinese NAND manufacturers listed on the 1260H list in 2024, while Changxinn Memory was added in early 2025.
However, it is essential to be clear-sighted: even without being restricted by the Department of Defense list, the two companies still face U.S. Commerce Department regulations, especially Yangtze Memory, which remains on the Entity List, continuing to pose compliance risks for supply chain partners. Although OEM manufacturers have shown continuous interest in using Chinese memory chips in end products, there is still a possibility of further intervention by U.S. regulatory policies, which is the core reason why relevant manufacturers remain cautious at present.
It should be noted that although Yangtze Memory and Changxinn Memory have been removed from the 1260H list, the U.S. Department of Defense added a batch of Chinese companies in this update, including Alibaba, Baidu, BYD (01211-HK), robot company SRTech (02498-HK), wireless router manufacturer TPLink, and WuXi AppTec, among others.
Original: toutiao.com/article/7606508346098663979/
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