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Citrini Analyst: Don't Underestimate YMTC's Strength Amid Continued NAND Shortage

2026-07-23 10:53:34

NVDA2.36%

According to BlockBeats, on July 23, analyst Jukan from Citrini stated that NAND flash supply remains tight and this shortage will persist. Nvidia's CMX cabinets are heavily impacted by NAND supply constraints and cannot ship at full capacity; some customers have been asked to source NAND themselves for complete configurations. Jukan noted that while YMTC remains highly dependent on the consumer market, its competitive strength should not be underestimated, though this will not lead to an oversupply situation in the NAND market.

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