YMTC Targets 70% Domestic Equipment at Fourth NAND Fab, Up From 50% at Third Factory

Reuters, citing sources, reports Yangtze Memory Technologies plans up to 70% domestic equipment at its planned fourth NAND plant in Wuhan, with at least 60% as the baseline — up from just over 50% at its third fab. The new plant targets NAND chips with more than 300 layers and 100,000 wafers/month at full capacity. Most additional domestic orders go to cleaning, polishing and etching stages where AMEC, Naura and Piotech have already qualified; construction is slated for 2027.