Chinese memory maker YMTC became China’s biggest producer of NAND flash chips this year with a market share of 38.5%, up from 28% last year. This allowed it to overtake Samsung, which is #2 with 33.5% share (down from 36%) and SK Hynix, which is #3 with 17% (down from 20%). So, now the two Korean companies are working on upgrading their production capacity in China.
Samsung’s facility in Xian, China, accounts for around 40% of its global NAND production capacity. However, it only makes relatively old chips with around 200 layers (more layers = more storage per chip).
There is an ongoing…