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YMTC ranked third in shipments and fifth in revenue for the quarter, lagging behind Micron and Kioxia. Photo: VCG
Chinese memory-chip maker YMTC climbed to third place in global NAND flash shipments in the second quarter, as tight industry capacity and AI-driven demand reshaped the competitive landscape
YMTC surpassed Kioxia in Q2 to rank third globally in NAND flash shipments. The shift reflects Chinese chipmakers' expanding market share amid prolonged supply constraints driven by AI data center investments in North America.
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YMTC ranked third in shipments and fifth in revenue for the quarter, lagging behind Micron and Kioxia. Photo: VCG

Counterpoint's Q2 tracker puts the Chinese vendor at a 14% shipment share.

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YMTC's global NAND flash market share surged to 13% in Q1 2026, tying Micron and SanDisk, as AI demand pushed industry revenues…

The chipmaker captured 14 per cent of global bit shipments, but still ranks fifth by revenue due to heavier exposure to…

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