In what is a testament to the nearly unbounded ambitions of China’s manufacturing sector, YMTC has just become the world’s third-largest manufacturer of NAND, entering this august territory from a virtual obscurity in record time. YMTC has edged past Kioxia to take a 14 percent of the global NAND market Counterpoint Research has now published its Memory and Storage Tracker report for Q2 2026, noting the following: Do note that YMTC currently has a combined production capacity of approximately 200,000 wafers per month across its first two fabrication facilities in Wuhan. What’s more, the company is already working on a […]
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