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

News | 2026/08/13 02:59

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

Production growth and AI demand are driving the memory chip market

Chinese firm Yangtze Memory Technologies (YMTC) is rapidly gaining market share in the NAND memory chip sector, according to Counterpoint Research:

The company landed in third place globally in shipments in the second quarter, beating U.S. rival Micron and Japan's Kioxia, but falling behind South Korea's Samsung and SK hynix:

YMTC reached a 14% market share, which carries significant weight in the competitive landscape:

The company is preparing to go public in mainland China, following the blockbuster debut of DRAM-focused CXMT:

Both DRAM and NAND memory chip markets have reached record sales, at nearly $100 billion and $46 billion, respectively, in the first quarter:

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