KOKO Business⌕Ask KOKO

KOKO Business · 14 Nov 2026

YMTC Aims for 70% Domestic Equipment in Fourth Factory

KOKO Business | People, Ideas, Markets, Growth | YMTC Aims for 70% Domestic Equipment in Fourth Factory

China’s largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), is planning to source up to 70% of the equipment for its fourth factory from domestic suppliers. This initiative aligns with Beijing’s broader strategy to minimize dependence on foreign semiconductor technology.

According to two individuals familiar with the matter, the company aims to use at least 60% local equipment at the new facility, with a goal of increasing that share to 70%. This would surpass the current level at YMTC’s third factory, where Chinese suppliers account for slightly more than half of equipment purchases.

The fourth factory, located in Wuhan, will produce the company’s most advanced NAND flash memory chips, featuring more than 300 layers of memory cells stacked vertically.