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YMTC, Wuhan
Wuhan, China30.59°N 114.31°E
computed criticality10/100
reading
≈8% of NAND by revenue (Q1 2025), ≈13% by volume (Q3 2025), despite the Entity List
2025Fault line
Placed under American sanctions in late 2022, YMTC has nonetheless doubled its market share by volume thanks to its Xtacking architecture and partially domesticated equipment. A real alternative for the Chinese market, it exerts a deflationary pressure on global prices that squeezes incumbents' margins, one player's redundancy is another's erosion.
Actors
YMTC (Wuhan)
Sources