New YMTC Factory to Feature Up to 70% Domestically Made Equipment
Yangtze Memory, China's largest flash memory chip maker, plans to build its fourth factory in Wuhan, with construction expected to begin in 2027. The facility aims to increase the procurement ratio of domestically made equipment to at least 60%, and up to 70%, surpassing the current level of over 50% at its third factory. The new plant will produce advanced NAND flash memory with over 300 layers, primarily targeting storage demands for data centers and artificial intelligence. U.S. export…
YMTC's New Factory Aims for Up to 70% Domestic Equipment
China's largest flash memory chip maker, Yangtze Memory Technologies Corp. (YMTC), plans to build its fourth factory in Wuhan, with construction expected to begin in 2027. The company aims to increase the proportion of domestically sourced equipment to at least 60%, with a target of up to 70%—a rise from the over 50% level at its third factory. The new facility will produce advanced NAND flash memory with more than 300 layers, primarily targeting storage demands for data centers and artificial intelligence.
U.S. export controls have accelerated YMTC's push for domestic equipment, with cleaning, polishing, and etching tools expected to see the most significant growth. However, advanced equipment for processes like lithography and inspection still relies on overseas suppliers. YMTC's market share in China's NAND sector has already risen to 38.5%, surpassing Samsung. Once all three new factories are fully operational, its overall production capacity is projected to double.
Reuters