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YMTC targets up to 70% domestic equipment for fourth memory chip plant

Yangtze Memory Technologies Co plans to source as much as 70% of the equipment for its planned fourth factory from domestic suppliers, up from around 50% at its third plant, as it expands production of advanced NAND flash chips.

A computer microchip on a green circuit board overlaid with the flag of China.
Image: @analyticsinme

China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), is planning to source 60% to 70% of the equipment for a planned fourth factory from domestic suppliers, according to a Reuters report citing sources. The facility in Wuhan will focus on manufacturing advanced 300-layer NAND flash chips for artificial intelligence and data center applications.[1][2][3][4]

The planned procurement marks a step up in domestic tool adoption compared to YMTC's third fab, where local sourcing accounted for roughly 50% to just over 50% of equipment. The move toward homegrown tools is aimed at increasing independence from foreign semiconductor manufacturing technology, a shift that could boost China's self-reliance in chipmaking and impact global memory supply dynamics.[2][4][5][6]

Key facts

  • YMTC plans to source 60% to 70% of equipment for its planned fourth factory from domestic suppliers.
  • The planned fourth plant is intended to manufacture 300-layer NAND flash chips.
  • Local equipment sourcing at YMTC's third factory stood at approximately 50% to just over 50%.
  • The Wuhan facility will focus on advanced NAND chips targeting AI and data center uses.
  • The increased domestic procurement push could bolster China's chipmaking self-reliance and affect global supply dynamics.

Sources · 5 sources

  1. RE

    Reuters@ReutersPost on X ·

    Exclusive: China's largest flash memory chipmaker, Yangtze Memory Technologies Co, plans to source as much as 70% of the equipment for a planned fourth factory from domestic suppliers https://t.co/pjNdpdtBp1

    Open source
  2. AI

    Analytics Insight@analyticsinmePost on X ·

    𝐘𝐌𝐓𝐂 𝐓𝐚𝐫𝐠𝐞𝐭𝐬 𝟕𝟎% 𝐃𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐄𝐪𝐮𝐢𝐩𝐦𝐞𝐧𝐭 𝐟𝐨𝐫 𝐍𝐞𝐰 𝐖𝐮𝐡𝐚𝐧 𝐌𝐞𝐦𝐨𝐫𝐲 𝐂𝐡𝐢𝐩 𝐏𝐥𝐚𝐧𝐭 China's leading memory chipmaker YMTC is pushing for greater independence from foreign chipmaking technology. The company aims to source up to 70% of its fourth factory's equipment from domestic suppliers. The Wuhan facility will focus on advanced NAND chips for AI and data centers. #YMTC #ChinaChipIndustry #NANDFlash #Semiconductors #AIChips #AI #AINews #AnalyticsInsight #AnalyticsInsightMagazine   Read More 👇 https://t.co/CyvIrIa0ty

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  3. RE

    Reuters@ReutersPost on X ·

    EXCLUSIVE: China's top flash memory chipmaker targets more homegrown tools for new factory, sources say https://t.co/uZE0B7ngmo

    Open source
  4. TE

    TechmemeArticle ·

    Sources: China's YMTC plans to source 60% to 70% of equipment locally for a planned fourth factory, to make 300-layer NAND chips, up from ~50% for its third fab (Reuters) Reuters : Sources: China's YMTC plans to source 60% to 70% of equipment locally for a planned fourth factory, to make 300-layer NAND chips, up from ~50% for its third fab — China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), plans to source as much as 70% of the equipment …

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  5. CB

    Crypto BriefingArticle ·

    YMTC targets 70% domestic equipment for its fourth memory chip fab YMTC's push for domestic equipment in its new fab could boost China's self-reliance in chipmaking, impacting global supply dynamics. The post YMTC targets 70% domestic equipment for its fourth memory chip fab appeared first on Crypto Briefing .

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  6. TE

    Techmeme@TechmemePost on X ·

    Sources: China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory (Reuters) (Visit Techmeme dot com for the link and full context!)

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