Counterpoint says China’s Yangtze Memory (YMTC) is benefitin
文 / 小金
2026-06-03 12:40:02
来源:亚金网
Counterpoint says China’s Yangtze Memory (YMTC) is benefiting from AI infrastructure buildout. In Q1 YMTC’s revenue surged 445% YoY on strong domestic demand and supply shortages, lifting its global NAND share to 13%. Researcher MS Hwang said capital injections would give YMTC the firepower to overtake Kioxia and Micron and cement its position as the world’s third-largest NAND supplier.
