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2w ago

Sources Say YMTC Plans Two More Chip Fabs as Wuhan Plant Nears Completion

The reported buildout signals China’s push to replace foreign tools under tighter U.S. export limits.

Image
People visit SEMICON China, a trade fair for semiconductor technology, in Shanghai, China, March 25, 2026. REUTERS/Go Nakamura/File Photo
A close-up photo of a YMTC 232-layer TLC 3D-NAND flash memory module, from a Team Group MP44 SSD

Overview

  • Reuters reported Tuesday, citing unnamed sources, that YMTC plans two more factories beyond a Wuhan plant due this year, which would more than double its wafer output when all three run.
  • Each of the three new sites is targeted at 100,000 wafers a month, while YMTC’s two existing fabs together make about 200,000.
  • The near‑finished Wuhan plant is slated to start late this year and reach 50,000 wafers a month by 2027, with more than half its tools sourced in China.
  • YMTC is testing low‑power DRAM by sending LPDDR samples to clients and may assign part of the new capacity to DRAM based on feedback.
  • The two extra factories lack confirmed locations or start dates, and the plans face risk from fresh U.S. proposals to tighten chipmaking‑tool exports.