YMTC Poses Bigger Threat Than Expected to NAND Flash Market — Market Talk

Chinese chip maker YMTC likely poses a bigger-than-expected threat to the NAND flash market, Bernstein analysts say in a research note. The company overtook Micron, Kioxia and Sandisk in revenue as of 1Q, and was only slightly behind SK Hynix, the second-biggest NAND flash supplier globally, they n…