YMTC targets 60–70% domestic equipment sourcing for planned fourth NAND plant, Reuters reports
Yangtze Memory Technologies plans to source at least 60%, and potentially 70%, of equipment domestically for its fourth factory, Reuters reported, citing two people familiar with the matter. The plant is planned for Wuhan, with construction expected to begin in 2027, and would produce NAND chips with more than 300 layers, primarily for data center and AI applications. Supplier discussions are preliminary, no formal orders have been placed, and the sourcing percentages remain planning targets.