CXMT is preparing to expand from DRAM into NAND flash, where demand for eSSDs (enterprise solid-state drives) used by AI servers is rising sharply. Reuters reported that CXMT is building a NAND research-and-development production line and research institute at a new Beijing plant, while discussing potential supply with customers. Commercial mass production would put CXMT in competition with Samsung Electronics, SK Hynix, Micron and China’s YMTC. Separately, SK Hynix subsidiary Solidigm is considering a U.S. NAND plant to diversify production beyond its sole current facility in Dalian, China and reduce exposure to tariffs and export restrictions. TrendForce said combined second-quarter revenue for the five largest eSSD suppliers rose 103.6% to about $37.59 billion, driven by AI services, data-center construction and Nvidia GB-series server shipments. Samsung and SK Hynix remain the leading suppliers in AI-server eSSDs, but the report says Chinese capacity growth and potential new U.S. production could gradually reshape market shares. CXMT’s production timeline and Solidigm’s investment plan remain unsettled, while new semiconductor plants typically require years to complete and face high U.S. manufacturing costs.