🦈 $YMTC FAB 3 PUSH THREATENS NAND DUOPOLY 💥
📌 Citrini analyst Jukan flags YMTC's Fab 3 entering final equipment installation, with initial operations expected by year-end. 📊 At full capacity, roughly 100,000 12-inch wafers monthly could pressure NAND supply, after Counterpoint put YMTC at 14% of Q2 global bit shipments, third behind Samsung 25% and SK Hynix 22%. 💡 This is not just capacity; it is share capture amid supply-chain constraints, forcing incumbents to defend pricing and mix. 🤔 Can YMTC's localized equipment and home-market demand scale fast enough to turn longer-term oversupply into a real margin threat?
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #YMTC #NAND #MemoryChips #Tech #SupplyShock
🎯 💎
📌 Citrini analyst Jukan flags YMTC's Fab 3 entering final equipment installation, with initial operations expected by year-end. 📊 At full capacity, roughly 100,000 12-inch wafers monthly could pressure NAND supply, after Counterpoint put YMTC at 14% of Q2 global bit shipments, third behind Samsung 25% and SK Hynix 22%. 💡 This is not just capacity; it is share capture amid supply-chain constraints, forcing incumbents to defend pricing and mix. 🤔 Can YMTC's localized equipment and home-market demand scale fast enough to turn longer-term oversupply into a real margin threat?
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #YMTC #NAND #MemoryChips #Tech #SupplyShock
🎯 💎