[Citrini Analyst: Do Not Underestimate YMTC's Competitiveness, NAND Flash Will Continue to Be in Short Supply] BlockBeats News, July 23, Citrini analyst Jukan posted on social media stating, 'Do not underestimate the competitiveness of Yangtze Memory Technologies (YMTC). NAND flash is still in a state of tight supply, and this shortage will persist. Reportedly, NVIDIA's CMX cabinets are currently severely impacted by the NAND supply shortage, to the extent that they cannot be fully configured for shipment. Some customers preparing to purchase CMX cabinets are allegedly being asked to procure certain NAND components themselves to complete the full system configuration. I am not bearish on NAND. YMTC is still highly reliant on the consumer-grade market, and its competitiveness cannot be ignored. However, this does not mean it will lead the NAND market back into an oversupply situation.' [Original Link]