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BlockBeats News, July 23, Citrini analyst Jukan posted on social media, stating, "Do not underestimate the competitiveness of Yangtze Memory Technologies (YMTC). NAND flash memory is currently still in a tight supply situation, and this shortage is expected to continue.
It is reported that NVIDIA's CMX servers are currently severely affected by the NAND supply shortage, and they are even unable to be fully stocked for delivery. Some customers preparing to purchase CMX servers have reportedly been asked to purchase some NAND components themselves to complete the machine configuration.
I am not a bear on NAND. Yangtze Memory Technologies is still highly dependent on the consumer market, and its competitiveness should not be underestimated. However, this does not mean it will lead to an oversupply situation in the NAND market."
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