YMTC's NAND Share Gains Raise Pressure on Korean Suppliers

China's memory industry is moving into a more capital-intensive phase. According to DigiTimes, YMTC is drawing close attention from South Korean rivals as it expands output, advances 3D NAND layer stacking, builds consumer SSD channels, and reaches a reported 13% NAND share. The same report says CXMT's parent and YMTC are preparing initial public offerings to support future capacity growth and technology upgrades. For RamTrend, the key signal is not only China's current NAND progress but the possibility that public-market funding could accelerate expansion into consumer SSDs and intensify competitive pressure on established Korean NAND suppliers.