Yangtze Memory Technologies (YMTC) took share from Kioxia for the first time in flash memory shipments in the June quarter. The shift is attributed to AI-driven supply shortages that have helped Chinese chipmakers close the gap. This is a positive but likely incremental read-through for the flash memory supply chain rather than a market-wide shock.
Yangtze Memory Technologies (YMTC) took share from Kioxia for the first time in flash memory shipments in the June quarter. The shift is attributed to AI-driven supply shortages that have helped Chinese chipmakers close the gap. This is a positive but likely incremental read-through for the flash memory supply chain rather than a market-wide shock.
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