YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

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Yangtze Memory Technologies (YMTC) shipped 14% of the world's NAND flash in the second quarter of 2026, entering the global top three for the first time and narrowly displacing Kioxia, according to Counterpoint Research's Memory & Storage Tracker published today. Samsung led with 25%, SK hynix followed at 22%, and Micron rounded out the top five. The Chinese vendor's climb comes during a quarter when enterprise SSDs absorbed 48% of every NAND bit shipped worldwide, up from 26% a year earlier, and industry revenue grew fivefold year over year by Counterpoint's count.

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