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

YMTC Overtakes Kioxia by Shipments to Rank No. 3 in Global NAND Market

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.