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This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand.

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This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

YMTC ranks third globally in NAND shipments (Q2, 14% share), surpassing Micron and Kioxia. Nearing 15% capex-independence while pivoting to higher-margin data-center applications—now 50% of NAND demand by 2026—YMTC erodes Western suppliers' dominance in this $46B market.

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mercoledì 12 agosto 2026·tomshardware.com
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,…
Counterpoint's Q2 tracker puts the Chinese vendor at a 14% shipment share.
mercoledì 12 agosto 2026·caixinglobal.com
YMTC Overtakes Kioxia by Shipments to Rank No. 3 in Global NAND Market
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…

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

Confronto fonti

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

Timeline cronologica

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,…

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

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash —…

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

China’s YMTC breaks into global top 3 flash-memory suppliers for first time

Chinese memory-chip makers see rapid rise in Q2, reflecting both growing scale, favorable market: expert

Chinas YMTC ist drittgrößter NAND-Flash-Hersteller der Welt

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

China’s YMTC breaks into global top 3 flash-memory suppliers for first time

Chinese memory-chip makers see rapid rise in Q2, reflecting both growing scale, favorable market: expert

Chinas YMTC ist drittgrößter NAND-Flash-Hersteller der Welt