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Technology Stocks : Semi Equipment Analysis

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To: Sam who wrote (84921)	4/20/2020 7:58:21 AM
From: Elroy	1 Recommendation of 95346

Chinese NAND Flash manufacturer YMTC submitted samples of its 128L 3D NAND products to storage controller chip suppliers in 1Q20 Hmmm, other than SIMO and Phison, who is a controller chip supplier? I wonder if China has any internal NAND controller makers? Probably, but I've never heard of them. YMTC’s production capacity is projected to occupy about 8% of the total NAND Flash output in 2021 Wow. That's a lot of new capacity. SIMO says they expect their market share of client SSD to go from ~33% to 40% over the next few years. Maybe one reason is they expect to get all of this new capacity from YMTC, that would make sense.

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