China’s YMTC Overtakes Kioxia, Micron in Global NAND Shipments: Counterpoint (MU:NASDAQ)
Counterpoint said the Chinese chipmaker took 14% of global NAND shipments, but it still trailed Micron and Kioxia in revenue.
- Counterpoint data released Wednesday showed China's YMTC reached third place in the global NAND market during the second quarter with a 14% share, behind Samsung and SK hynix.
- Despite shipping gains, YMTC continues to trail Micron and Kioxia in NAND chip revenue, according to research firm Counterpoint.
- Counterpoint Research Director Hwang noted that "YMTC is projected to pull further ahead in 2027 and 2028," adding that a 15% market share is necessary for manufacturers to fund independent capital expenditures.
- Data centers are expected to take half of all available NANDs by the end of 2026, while a Korean manufacturer restarted investment at a Dalian facility after a four-year pause this week.
- In China, YMTC is preparing for a public offering, following the blockbuster debut of DRAM-focused Chinese chipmaker CXMT, which held 7% of the DRAM market in the second quarter.
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YMTC reaches 14% of the world NAND memory market and exceeds Kioxia by volume, although it is still behind when looking at turnover
YMTC Overtakes Kioxia by Shipments to Rank No. 3 in Global NAND Market
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 competitive landscape
While Samsung Electronics maintained its top spot in the global NAND flash market during the second quarter of this year, China's Yangtze Memory Technology Co. (YMTC) entered the global top three for the first time in terms of shipment volume. According to Counterpoint Research on the 12th, Samsung Electronics ranked first by accounting for 25% of global NAND shipments in the second quarter. However, as the company prioritized the production of …
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