- China's NAND memory company YMTC could reach nearly 10% of global NAND capacity in 2025.
- YMTC's parent company Tsinghua Unigroup is declaring bankruptcy, which could impact funding of new fabs.
- U.S. Commerce Department is being asked to blacklist YMTC, which could impact its ability to buy processing equipment.
- Applied Materials and Lam Research generated an estimated $6.2 billion in revenues from NAND manufacturers in 2020 and $740 million to YMTC.
- Even with the possible shutdown of China's NAND memory industry, there will be minimal impact on equipment suppliers.
For further details see:
Applied Materials And Lam Research: Little Impact From Possible Demise Of China's NAND Industry