AI BriefingYMTC Rises to Top 3 in Global NAND Flash Market
Key point
Chinese YMTC entered the global top 3 in NAND flash shipments for Q2 2026.
Details
According to the latest data from Counterpoint Research, China's YMTC (Yangtze Memory Technologies Corp.) entered the global top 3 in NAND flash shipments for the first time in Q2 2026, surpassing Japan's Kioxia.
Current global NAND market share is as follows:
- Samsung Electronics: 25%
- SK hynix: 22%
- YMTC: 14%
YMTC expanded its market share with 22% growth year-over-year (YoY). In particular, it is strengthening its technological competitiveness through mass production of 267-layer 3D NAND and advancing 300-layer and above technology based on the Xtacking architecture.
Experts analyze that CXMT and YMTC are forming a dual-leader structure of 'DRAM + NAND' within China, and their growth is driving demand across the entire Chinese semiconductor supply chain.
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