{"id":48758,"date":"2026-04-14T11:35:45","date_gmt":"2026-04-14T11:35:45","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/14\/chinas-ymtc-eyes-expansion-with-two-new-chip-plants\/"},"modified":"2026-04-14T11:35:45","modified_gmt":"2026-04-14T11:35:45","slug":"chinas-ymtc-eyes-expansion-with-two-new-chip-plants","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/14\/chinas-ymtc-eyes-expansion-with-two-new-chip-plants\/","title":{"rendered":"China\u2019s YMTC eyes expansion with two new chip plants"},"content":{"rendered":"
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Chinese memory chipmaker Yangtze Memory Technologies is planning to build two additional factories alongside one nearing completion, a move that could more than double its production capacity.<\/p>\n

The expansion comes as China continues its push to reduce reliance on foreign semiconductor technologies, a sector where the United States has imposed restrictions to curb Beijing\u2019s progress.<\/p>\n

A cross-party group of US lawmakers recently proposed further tightening export controls on chipmaking equipment destined for China, highlighting the geopolitical backdrop to YMTC\u2019s expansion strategy.<\/p>\n

Production capacity set to rise sharply<\/h2>\n

Each of the three new facilities is expected to have the capacity to produce 100,000 wafers per month when fully operational.<\/p>\n

This would mark a substantial increase compared to YMTC\u2019s current capabilities.<\/p>\n

The company currently operates two fabrication plants with a combined capacity of 200,000 wafers per month, sources told Reuters.<\/p>\n

The new facilities are expected to significantly boost this output, reinforcing YMTC\u2019s position in the global NAND flash memory market.<\/p>\n

The plans for the two additional factories, along with details about the third plant nearing completion, are being reported for the first time.<\/p>\n

YMTC did not respond to Reuters\u2019 request for comment.<\/p>\n

Third factory nearing operational stage<\/h2>\n

The company\u2019s third factory, located in Wuhan like its existing facilities, is expected to begin operations later this year.<\/p>\n

The plant is projected to reach a production capacity of 50,000 wafers per month by 2027.<\/p>\n

Sources told Reuters that construction of the facility has been completed, and YMTC is currently installing equipment.<\/p>\n

More than half of this equipment has been sourced from domestic suppliers, including tools critical for vertical stacking of chip layers.<\/p>\n

Stronger domestic supply chain ties<\/h2>\n

YMTC has been strengthening ties with local equipment manufacturers following its inclusion on the US Commerce Department\u2019s Entity List in December 2022.<\/p>\n

The report noted that the company has increased collaboration with domestic firms such as Advanced Micro-Fabrication Equipment.<\/p>\n

These partnerships are aimed at reducing reliance on foreign technology amid tightening export controls.<\/p>\n

AMEC also did not respond to Reuters request for comment.<\/p>\n

Reuters added that it could not determine the timeline or location for the two newly planned factories.<\/p>\n

Technological progress and market position<\/h2>\n

Founded in 2016 in Wuhan with backing from local government and state-supported investment funds, YMTC has made rapid advancements in chip technology.<\/p>\n

The company\u2019s latest Xtacking 4.0 architecture is considered competitive with offerings from global leaders.<\/p>\n

In terms of market share, YMTC accounted for 11.8% of the global NAND flash market last year, according to a UBS report cited by Reuters.<\/p>\n

While Samsung leads with 30.4%, YMTC is on par with Sandisk and trails competitors such as SK Hynix, Kioxia, and Micron.<\/p>\n

UBS expects YMTC\u2019s market share to exceed 14% by early 2027.<\/p>\n

Expansion into the DRAM segment<\/h2>\n

YMTC is also moving into DRAM production, which is used for temporary data processing in electronic devices.<\/p>\n

Sources told Reuters that all three new plants will allocate some capacity to DRAM manufacturing.<\/p>\n

The exact scale will depend on the company\u2019s progress in developing these chips.<\/p>\n

YMTC has already sent low-power DRAM samples to clients and expects feedback by the end of the year.<\/p>\n

This feedback will help determine the company\u2019s future production strategy in the DRAM segment.<\/p>\n

The post China\u2019s YMTC eyes expansion with two new chip plants<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Chinese memory chipmaker Yangtze Memory Technologies is planning to build two additional factories alongside one nearing completion, a move that could more than double its production capacity. The expansion comes as China continues its push to reduce reliance on foreign semiconductor technologies, a sector where the United States has imposed restrictions to curb Beijing\u2019s progress. <\/p>\n","protected":false},"author":1,"featured_media":48759,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-48758","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48758","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=48758"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48758\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/48759"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=48758"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=48758"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=48758"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}