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US Government Reportedly Removed CXMT & YMTC from Restricted Chinese Tech Firm List

What happened

The U.S. Pentagon's updated Section 1260H list reportedly removed CXMT and YMTC, potentially easing procurement of their DRAM and NAND by Western OEMs. This follows last year's controversial inclusion of CXMT, which primarily produces consumer-grade memory, and recent reports of major PC OEMs evaluating its DDR5/DDR4. 利多/利空/关注: 关注 - 政策不确定性高，名单被撤回，且YMTC仍受商务部管制；若最终移除，可能增加市场供应，对价格构成利空；但CXMT与华为在HBM3/Ascend 950的合作可能引发新的审查，风险犹存。

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

DRAMNAND FlashHBM3
ChangXin Memory Technologies (CXMT)Yangtze Memory Technologies Corporation (YMTC)
policysanctionssupply-chain

Source and time

Source: TechPowerUp · 2/13/2026 · View original source

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