Dan Nystedt(@dnystedt ):China’s Yangtze Memory will submit its IPO application in China next month now that its expansion into DRAM has been greenlit by Beijing amid the Memory Supercycle, media report, adding its new Wuhan Fab (Phase 3) dedicated to LPDDR DRAM will be ready for production by end-2026. The listing is expected either on the Shanghai Star Market or in Hong Kong, valuation RMB 160 billion to 300 billion (US$23.6B to $44.2B). YMTC currently competes in the NAND Flash memory market. $SSNLF $HXSCL $MU $SNDK #Kioxia

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Joined June 2009

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Dan Nystedt@dnystedt

2026.05.14 00:07

China’s Yangtze Memory will submit its IPO application in China next month now that its expansion into DRAM has been greenlit by Beijing amid the Memory Supercycle, media report, adding its new Wuhan Fab (Phase 3) dedicated to LPDDR DRAM will be ready for production by end-2026. The listing is expected either on the Shanghai Star Market or in Hong Kong, valuation RMB 160 billion to 300 billion (US$23.6B to $44.2B). YMTC currently competes in the NAND Flash memory market. $SSNLF $HXSCL $MU $SNDK #Kioxia#