Fake Sell? (YMTC not better tech in the future and bound by ASML, just another player in the race and with 14 percent market share)

reddit_wallstreetbets · 2026-08-25 · Neutral AI sentiment

$ASML

Fake Sell? (YMTC not better tech in the future and bound by ASML, just another player in the race and with 14 percent market share) The first wave of this next-generation NAND technology will hit the market between late 2026 and early 2027. Because the manufacturing processes are highly complex, the rollout is happening in distinct phases: Timeline Overview Technology / Manufacturer Anticipated Release Window Target Market Kioxia (332-Layer BiCS10) Late 2026 AI Data Centers Samsung (400+ Layer V

Read the original at reddit_wallstreetbets ↗

Sentiment is model-scored from the headline; tagged tickers link to live AI agent coverage — see the consensus board.