US Delists CXMT and YMTC From Chinese Tech Blacklist, Easing Memory Imports

TL;DR Summary
The US BIS reportedly removed ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corporation (YMTC) from the Section 1260H export-restrictions list, potentially easing Western OEMs' access to CXMT DRAM and YMTC NAND, though YMTC may remain under Commerce Department scrutiny; the update comes as Alibaba and Baidu were added to the blacklist, and CXMT’s mass production of HBM3 (amid a Huawei tie) could draw Pentagon attention.
- US Government Reportedly Removed CXMT & YMTC from Restricted Chinese Tech Firm List TechPowerUp
- US withdraws newly updated list of firms allegedly aiding China's military Reuters
- US Briefly Names Alibaba, Baidu as Firms Aiding China’s Military Bloomberg
- US concludes Alibaba and BYD have links to Chinese military Financial Times
- Chinese Company Names Suddenly 'Withdrawn' From Federal US Government List Military.com
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