Woofun AI notes that Citrini analyst Jukan emphasized the sustained competitiveness of Yangtze Memory Technologies (YMTC) amidst a continuing NAND flash memory supply shortage. The analyst stated that the tight supply situation is expected to persist and should not be underestimated.

NVIDIA's CMX servers are reportedly facing severe delivery delays due to component scarcity, with some buyers required to source NAND parts independently. While YMTC remains heavily reliant on the consumer sector, this dependency does not imply an impending oversupply in the broader NAND market.