Yangtze Memory Technologies / 长江存储

Yangtze Memory Technologies is the domestic Chinese NAND company discussed in 存储三巨头破万亿市值，存储超级周期何时能见顶？｜ S10E13. The source distinguishes it from ChangXin Memory / 长鑫存储 by product role: Yangtze Memory is the NAND-side company, while ChangXin is mainly tied to DRAM.

The episode says Yangtze Memory’s NAND is widely sold domestically, making it part of the supply-side response to Agent-Era NAND Storage and Memory Chip Shortage. It does not provide detailed capacity or technology disclosures, so the page treats the company as a domestic storage supplier signal rather than a fully assessed technical peer to overseas leaders.

Connections

• ChangXin Memory / 长鑫存储 - domestic DRAM counterpart in the source.
• Agent-Era NAND Storage and High Bandwidth Flash - NAND’s AI-era role and possible high-bandwidth extension.
• AI Storage Supercycle and AI Hardware Supply Chain Pressure - broader market context for NAND demand.
• Storage Industry Cyclicality - cyclical memory-market structure.