ymtc x nvidia

YMTC (Yangtze Memory Technologies) is China's leading 3D NAND flash memory manufacturer, founded in July 2016 in Wuhan as a subsidiary of Tsinghua Unigroup with US$24 billion in total investment. The company pioneered the Xtacking architecture for vertical NAND flash and became the first Chinese company to mass-produce 232-layer 3D QLC NAND, achieving an industry record density of 19.8 Gbit/mm2. YMTC holds approximately 11.8% of the [Global](/companies/global-ai) NAND flash market by revenue and filed for an IPO on Shanghai's STAR Market in 2026 at an expected valuation of ~US$42 billion. The company was added to the US Entity List, restricting access to American semiconductor equipment.

World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.