YMTC (长江存储) Pre-IPO: Tearsheet
YMTC has filed a prospectus with the SSE for a STAR listing. In this tearsheet, we look at the company's business and operating profile, its...
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Yangtze Memory Technologies Co (YMTC) IPO Preview
Based on CXMT's P/S of 19.6x and using YMTC's estimated annual sales of 188.2 billion yuan in 2026, this suggests market cap of 3.7 trillion yuan...
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Yangtze Memory Technologies (YMTC CH): Synthetic Expert Call Transcript (29 Aug 2026)
STAR Market IPO and Financial Peak: YMTC's historic RMB 33 billion STAR Market IPO application comes at a cyclical peak, with 1Q26 net profit...
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YMTC Pre-IPO Preview - China's NAND Champion: RMB 33bn Raise, CXMT's Playbook, Rerun
China's NAND champion lists at 2.3× forward earnings. Worth RMB 785bn on fundamentals; float arithmetic says it trades at RMB 1.1–1.5tn. Subscribe,...
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Yangtze Memory Technologies (YMTC CH): Synthetic Expert Call Transcript (30 Jul 2026)
YMTC’s global NAND revenue share reached a historic 13% in Q1 2026, up from 8% in Q1 2025. While global NAND pricing is entering a flat...
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