Chuyên gia Citrini: Đừng đánh giá thấp khả năng cạnh tranh của YMTC, tình trạng thiếu NAND sẽ tiếp tục

The Huoxing Finance report states that on July 23, Citrini analyst Jukan posted on social media: "Do not underestimate the competitiveness of Yangtze Memory Technologies (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 of being unable to ship fully configured units. Some customers preparing to purchase CMX cabinets are reportedly required to source part of the NAND themselves to complete full system configuration. I am not bearish on NAND. YMTC still heavily relies on the consumer market, and its competitiveness cannot be ignored—but this does not mean it will cause the NAND market to re-enter a state of oversupply."