Kyle Chan

@kyleichan · Twitter · 2026-08-26 10:35 UTC

Global memory chip dominance over time: USA -> Japan -> South Korea -> China? “YMTC aims to overtake Samsung and SK Hynix to become the world’s largest Nand flash memory producer…by as soon as the end of 2027.” https://www.ft.com/content/1b1c357f-6a1c-4ce3-bb47-980c3de4d3d2