YMTC

Founded in 2016 as part of China's push for chip self-sufficiency, YMTC develops 3D NAND flash memory using its own Xtacking architecture. Cut off from the most advanced foreign lithography and deposition equipment by US export controls, it has still scaled domestic 3D NAND output with heavy state financial backing, and has climbed the global NAND market share rankings faster than most analysts expected.

CEO Chen Nanxiang · Founded 2016 · HQ Wuhan, China · Exchange 비상장 · Website ymtc.com

Predictions & track record (2)

• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.

5 related posts

• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23