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YMTC · SUPPLY CHAIN TRACE

MEMORY (HBM)🇨🇳 CN

Yangtze Memory Technologies (YMTC) is China's largest 3D NAND flash manufacturer and was on a rapid trajectory toward 232-layer technology before being added to the U.S. Entity List in December 2022. The listing, triggered in part by concerns that YMTC supplied NAND to Huawei in violation of U.S. restrictions, has frozen YMTC's access to advanced U.S. semiconductor manufacturing equipment, limiting its ability to scale domestically.

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YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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~5-7% global NAND
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