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YMTC's pursuit of all-domestic 3D NAND production faces significant stability and cost challenges

Wednesday, December 31, 2025 at 06:02 AM

YMTC is aggressively pursuing domestic equipment adoption for its Phase III fab, aiming for an all-domestic production line for 3D NAND. However, this path is challenging due to issues with equipment integration stability, lower yields (around 62% compared to 81% with imported equipment), and increased manufacturing costs from techniques like dual-stacking to compensate for limited domestic lithography capabilities. This makes profitability difficult against competitors like Samsung and Micron, even with potential yield improvements in the future.

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