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[Opinion] Chinese NAND Maker YMTC Reportedly Expects Memory Shortage to Last Another Three Years

Summary by techpowerup.com
Chinese NAND flash maker YMTC apparently expects the global memory shortage to last another three years. The claim comes from a profile of the company published by The Wire China, in which a YMTC employee, speaking anonymously, shared the outlook. The same employee said YMTC has raised prices for its chips and shifted capacity toward higher-margin products. The excerpt was shared on X by @jukan05, who read it as a NAND forecast, although the emp…
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YMTC predicts memory shortages for another three years - The manufacturer's opinion is much more pessimistic than some analysts. -- other, ymtc, news,

Read the original note in the following link: YMTC confirms that the memory shortage NAND will spread globally until 2029 The giant Asian manufacturer Yangtze Memory Technologies Co., known worldwide as YMTC, has set its own date for the dreaded end of the component crisis, ensuring that the current memory shortage NAND (the one used by SSDs) could remain in effect for another three long years, which would inevitably extend the strict supply res…

YMTC, China's largest NAND memory manufacturer, has set its own date for the end of the memory shortage NAND. Yangtze Memory Technologies Co. (YMTC) considers that the current shortage could be maintained for another three years, which would lead to supply restrictions almost until 2029. The forecast has The entry YMTC puts date on the end of the memory shortage NAND: 2029 aparece primero en El Chapuzas Informática.

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techpowerup.com broke the news on Monday, October 5, 2026.
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