China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

What happened

YMTC plans two additional Wuhan fabs, doubling monthly output to 200,000 wafers with Phase 3 using over 50% domestic equipment. This expansion tests domestic tool viability under U.S. sanctions. Bearish: Capacity growth signals potential oversupply, pressuring NAND and DRAM prices.

Impact and signal

Affected components and suppliers

Source and time

Source: Tom's Hardware · 4/14/2026 · View original source