Citrini Analyst Claims Yangtze Memory's Strong Competitiveness Amid Ongoing NAND Shortage
By: x.com|2026/07/23 10:52:31
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Citrini analyst Jukan stated that Yangtze Memory Technologies Co. (YMTC) should not be underestimated in terms of its competitiveness, as the NAND flash memory supply remains tight and the shortage is expected to continue. NVIDIA's CMX cabinets are affected by the NAND supply shortage, preventing full shipments, and some customers have been asked to procure NAND themselves to complete their system configurations. Jukan emphasized that Yangtze Memory is highly reliant on the consumer market, making its competitiveness noteworthy, but this does not imply that the NAND market will return to a state of oversupply.
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