Huo Xing Cai Jing reports that on July 23, Citrini analyst Jukan posted on social media: "Do not underestimate the competitiveness of YMTC. NAND flash remains in tight supply, and this shortage will persist. It is understood that NVIDIA’s CMX cabinets are severely affected by the NAND supply shortage, to the point where they cannot be fully configured for shipment. Some customers planning to purchase CMX cabinets are reportedly being asked to source part of the NAND themselves to complete full system configurations. I am not bearish on NAND. YMTC still heavily relies on the consumer market, and its competitiveness should not be overlooked—but this does not mean it will cause the NAND market to re-enter a state of oversupply."
Citrini Analyst: Don't Underestimate YMTC's Competitiveness; NAND Shortage to Persist
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Summary
Citrini analyst Jukan said on July 23 that NAND flash remains in short supply, with the shortage likely to persist. On-chain data shows NVIDIA's CMX cabinets are significantly impacted, with some customers sourcing NAND flash directly. Jukan noted YMTC’s growing role but emphasized that no oversupply is expected. Traders monitoring altcoins should closely track NAND-linked assets.
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