Yangtze Memory (YMTC)

Yangtze Memory (YMTC) is a challenger in the Memory segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Hwatsing Technology, Piotech, Suzhou Crystal Clear Chemical (Jingrui). Its key customers include Dell Technologies, Hewlett Packard Enterprise, Super Micro Computer.

China's NAND flash champion with Xtacking architecture.

Headquarters
China
Market position
challenger
Value-chain segment
NAND
Key products
3D NAND

About Yangtze Memory (YMTC)

Yangtze Memory (YMTC), headquartered in China, operates in the NAND segment of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include 3D NAND. wafergraph maps 3 tracked suppliers and 4 tracked customers for Yangtze Memory (YMTC) across the value chain. It has a supply-chain criticality score of 57/100, with 236 companies downstream of it.

Role in the chain

Yangtze Memory (YMTC) is a market challenger in Memory (NAND), headquartered in China. China's NAND flash champion with Xtacking architecture.

Diligence questions

  1. The dataset records 3 tracked suppliers for Yangtze Memory (YMTC). Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. The dataset names 4 tracked customers for Yangtze Memory (YMTC). How concentrated is demand among those names, and which of them have a documented second source in this graph?
  3. Yangtze Memory (YMTC) is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  4. Yangtze Memory (YMTC) is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  5. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Yangtze Memory (YMTC)

Key products

  • 3D NAND

Suppliers

Customers

More Memory companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Yangtze Memory (YMTC) — supply chain, financials & market position”, https://wafergraph.com/company/ymtc (data as of 2026-09-05).

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