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Chinese Chipmaker YMTC Claims 13% of $46 Billion Global NAND Market
Yangtze Memory Technologies is tying for fourth globally and plotting a massive IPO as a multi-trillion-dollar AI data center boom leaves industry leaders entirely sold out
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caixinglobal.com
Chinese Chipmaker YMTC Claims 13% of $46 Billion Global NAND Market
Yangtze Memory Technologies is tying for fourth globally and plotting a massive IPO as a multi-trillion-dollar AI data center boom leaves industry leaders entirely sold out
- ·
CX Daily: Big Questions Loom as China’s Memory Chipmakers Prepare Blockbuster IPOs
An AI-driven shortage has turned CXMT and YMTC into profit machines, but investors disagree about how to value them
