YMTC Expects Memory Shortage to Last Another Three Years

Chinese NAND maker YMTC reportedly expects the global memory shortage to continue for another three years, until around late 2029, according to an anonymous employee cited by The Wire China. The company has raised chip prices and shifted capacity toward higher-margin products, which could reduce supply for consumer SSDs.

• YMTC sees the memory shortage lasting until late 2029
• The company raised prices and shifted capacity to higher-margin chips
• Forecast exceeds TrendForce's view of NAND easing in H2 2027
• YMTC ranked fourth in NAND bit shipments in Q2 with a 14% share