Chinese memory makers demand prepayments as the NAND shortage tightens
worldchinatechbusiness 2 posts · 1 accounts
Chinese memory buyers are reportedly prepaying distributors to secure CXMT and YMTC supply, even as YMTC races to expand capacity, underscoring how tight the NAND market has become.
From the sources (2 posts)
@jukan05>> Chinese media report: YMTC’s 1Q revenue surpasses RMB 20 billion ($3B) as it undergoes “epic-scale capacity expansion” • China’s memory semiconductor maker YMTC is reportedly moving ahead with ultra-fast capacity expansion to respond to
@jukan05The memory shortage is so severe that even Chinese memory makers are now requiring prepayments. According to Chinese media reports, since the fourth quarter of last year, customers who want to secure memory from CXMT or YMTC have had to pr