#NAND flash
reuters.com · ⭐️ 8/10 · 2026-11-07
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&\x27;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.