Kioxia pitches flash as a DRAM substitute as Micron, YMTC close in
Kioxia's plan to push NAND flash into work that DRAM currently does is less a product launch than an answer to a structural problem. Alone among the leading memory makers, it does not produce DRAM, and in the one market where it does compete, it is being squeezed from both above and below — by a resurgent Micron and by China's Yangtze Memory Technologies (YMTC), which has closed much of the gap in a single year.
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