StockDuty ← Dashboard Aug 27, 2026 02:06 PM ET
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YMTC is the anchor tenant of Wuhan Optical Valley's 梧桐树 project which seeks to create whole industrial chain for SSD in surrounding area.

Some big names including AMEC, Shenzhou Semi, Skyverse, Weina Hexin, Lead Micro & Zhenbao. Project in Donghua region's phase 1 will take 1249 days to complete. A normal 100k wpm fab in China takes about 2 yrs to start production & another 2 yrs of so to get fully ramped. 1249 days for just the EPC construction ->huge project for YMTC + some of its biggest s — via @tphuang
YMTC anchors SSD supply chain; 1249-day timeline signals long-term regional buildout.
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