Yangtze Memory plans Wuhan fab with up to 70% domestic equipment

Yangtze Memory Technologies plans a fourth fab in Wuhan, scheduled to begin construction in 2027, and is targeting domestic equipment at 60% of purchases, with a maximum of 70%, up from more than 50% at its third fab, Reuters reported. The plant would produce NAND flash with more than 300 layers for data-center and AI storage. These are plans rather than completed capacity: cleaning, polishing and etching tools are expected to supply much of the domestic increase, while lithography and inspection equipment would still depend on overseas suppliers. YMTC's China NAND market share has risen to 38.5%, ahead of Samsung, and its total capacity could double once its new fabs are fully operational, according to the report.