YMTC Loading... : Bullish and Bearish Analyst Opinions
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08:00
Aug 21
Aug 21
YMTC leads NAND stacking, serious threat.
YMTC is a similarly serious NAND threat, arguably stronger than CXMT is in DRAM. YMTC already holds about 14% of the NAND market, higher than CXMT's roughly 8% DRAM share. Its edge is in ultra-high-layer NAND and 3D stacking/package technology; Jeon says YMTC is the fastest at stacking and can compete with Western firms. As NAND moves toward 400+, 600+, or even 1,000 layers, that 3D stacking advantage becomes structural. He expects YMTC's listing to deliver a CXMT-like shock to Korean memory names.
MED
18:22
Aug 20
Aug 20
Author is bullish on Mirae's pre-manufacturing ramp with high China testing demand.
Author is bullish on Mirae's pre-manufacturing ramp with high China testing demand, targeting 20,000KRW as a forward price call.
LOW
09:45
Aug 20
Aug 20
Author shares a research roundup on memory, photonics.
Author shares a research roundup on memory, photonics, and supply-chain disruptions with no explicit positions, only watchlist interest and future research plans.
04:39
Aug 15
Aug 15
Author praises Micron CEO Sanjay's political engagement with the Trump administration.
Author praises Micron CEO Sanjay's political engagement with the Trump administration and credits him for influencing the US stance against Apple using Chinese memory chips, reinforcing a bullish view on MU.
LOW
04:32
Aug 15
Aug 15
Author comments on US-China memory chip tensions and praises Sanjay's political engagement.
Author comments on US-China memory chip tensions and praises Sanjay's political engagement, but offers no explicit position or trade call on the affected tickers.
LOW
08:01
Aug 12
Aug 12
The tweet reports a research ranking of YMTC in the NAND market without expressing.
The tweet reports a research ranking of YMTC in the NAND market without expressing a directional trade view.
LOW
11:09
Jul 27
Jul 27
Watch YMTC as a Chinese NAND flash maker planning IPO and expansion, but no author position.
MED
22:18
Jul 24
Jul 24
The author provides a list of recommended reading materials covering AI leadership.
The author provides a list of recommended reading materials covering AI leadership, cybersecurity, and the competitive landscape of Chinese semiconductor manufacturers.
LOW
19:12
Jun 27
Jun 27
The author argues that CXMT and YMTC will rationally expand production rather than cut prices.
The author argues that CXMT and YMTC will rationally expand production rather than cut prices, predicting an international memory cartel that only government or demand destruction can break, but offers no personal position.
LOW
04:05
Jun 22
Jun 22
Author agrees that CMXT and YMTC have high growth potential with orders and hints at a possible.
Author agrees that CMXT and YMTC have high growth potential with orders and hints at a possible US-based order from MU, but no explicit position or forward call is stated.
LOW
11:58
May 25
May 25
The author weighs counterarguments on China's semiconductor progress.
The author weighs counterarguments on China's semiconductor progress, discussing SMIC's yield struggles and YMTC's past breakthroughs without expressing a clear directional trade view.
About YMTC Analyst Coverage
Buzzberg tracks YMTC across 8 sources. 0 bullish vs 0 bearish calls from 8 analysts. Sentiment: evenly split. 11 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: Jeon Byeong-seo, bullofbritain, aleabitoreddit.