TREE NEWS reports: Counterpoint Research forecasts that Yangtze Memory Technologies (YMTC) will rise to third place in global NAND flash shipments in the second quarter of 2026, behind only Samsung Electronics and SK Hynix, and ahead of Kioxia and Micron. Excluding SK Hynix’s Solidigm unit, YMTC would rank second. YMTC’s global NAND revenue share rose from 9% to 14% over four quarters through Q1 2026, with year-on-year revenue growth reaching as high as 478%.
Counterpoint Forecasts YMTC to Rank Third in Global NAND Shipments in Q2 2026
AI take
The striking part is the trajectory, not the ranking: a Chinese supplier moving from fringe to top-three shipment volume in roughly a year reshapes how the NAND market's supply map is drawn, even as Samsung and SK Hynix remain the revenue leaders. The revenue-share climb and extraordinary growth rate suggest YMTC is converting capacity into commercial position faster than most expected. Whether that momentum holds once comparisons get harder, and how incumbents respond on pricing and capacity, is the open question worth tracking.
Generated by AI for reference only.
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