According to BlockBeats, on July 23, Citrini analyst Jukan posted on social media, "Don't underestimate the competitiveness of Yangtze Memory Technologies (YMTC). NAND flash memory is still in short supply, and this shortage will continue."
It is reported that Nvidia's CMX racks are currently severely affected by the NAND supply shortage, and are even unable to ship at full capacity. Some customers who were preparing to purchase CMX racks are reportedly being asked to purchase some NAND themselves to complete the overall system configuration.
I am not bearish on NAND. Yangtze Memory Technologies (YMTC) remains highly dependent on the consumer market, and its competitiveness cannot be ignored, but this does not mean it will cause the NAND market to re-enter a state of oversupply.