{"id":653678,"date":"2026-08-18T03:00:00","date_gmt":"2026-08-18T03:00:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=653678"},"modified":"2026-08-18T03:00:00","modified_gmt":"2026-08-18T03:00:00","slug":"chinas-ymtc-is-now-worlds-3rd-biggest-flash-memory-supplier-with-14-market-share","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=653678","title":{"rendered":"China’s YMTC Is Now World’s 3rd Biggest Flash-Memory Supplier With 14% Market Share"},"content":{"rendered":"

China’s YMTC Is Now World’s 3rd Biggest Flash-Memory Supplier With 14% Market Share<\/span><\/p>\n

\n

Earlier today we reported that China’s highly touted DRAM memory maker CXMT recently surpassed Tencent <\/a>to become China’s most valuable company.<\/p>\n

\"\"<\/a><\/p>\n

That may be just the start, because hot on the heels of the biggest Chinese IPO this decade, comes that “other<\/em>” Chinese memory maker,\u00a0Yangtze Memory Technologies Corporation (YMTC) which has now broken into the world\u2019s top three NAND flash memory suppliers by volume for the first time, <\/strong>marking a milestone for China\u2019s semiconductor ambitions as it strives to narrow the revenue gap with global rivals in high-value data-center storage.<\/p>\n

The Wuhan-based chipmaker captured 14% of global NAND bit shipments \u2013 a measure of total storage capacity shipped rather than total chip units \u2013 in the second quarter, narrowly overtaking Japan\u2019s Kioxia, according to data from Counterpoint <\/a>Research published on Wednesday.<\/p>\n

\"\"<\/a><\/p>\n

Samsung Electronics retained the global lead with a 25% market share, while SK Hynix \u2013 including its Solidigm subsidiary \u2013 was second at 22%.<\/p>\n

YMTC\u2019s shipments climbed 22% year on year and 5% quarter on quarter, driven by expanding supplies to domestic electronics manufacturers and the increased production of its latest-generation 3D NAND architecture, Counterpoint said.<\/p>\n

Despite its surge in shipment volume, YMTC\u2019s market position lags in dollar terms. The company ranked fifth globally in NAND revenue for the quarter, placing it behind both US-based Micron Technology and Kioxia.<\/p>\n

The gap stems from YMTC\u2019s heavy exposure to lower-margin consumer products and a relatively small footprint in enterprise solid-state drives (eSSDs), which command higher pricing.<\/p>\n

The product mix imbalance is increasingly squeezing revenue as artificial intelligence reshapes global storage demand.<\/p>\n

eSSDs accounted for 48% of total global NAND bit shipments in the second quarter, nearly doubling their 26% share from a year earlier. Counterpoint attributed the surge to a broader shift in AI workloads from model training towards inference, which requires vast amounts of fast storage for frequently accessed data sets.<\/p>\n

The research firm projected server eSSDs would account for more than half of all NAND bits shipped by the end of the year.<\/p>\n

To capture this higher-margin market, YMTC planned to shift its product mix further towards eSSDs in the second half of the year to cement its third-place global standing, supported by expanding avenues for capital<\/strong>, Counterpoint said.<\/p>\n

The strategy comes as YMTC continues to scale its manufacturing operations despite years of US trade restrictions designed to limit its access to advanced semiconductor manufacturing equipment.<\/p>\n

Morgan Stanley said in May that YMTC was increasing utilization in its second fabrication plant in Wuhan while advancing construction and tool installation at a third facility. The bank estimated the company would add about 35,000 wafers per month of capacity this year, with substantially larger increases planned for 2027 and 2028.<\/p>\n

The expansion aligns with Beijing\u2019s push to localise China\u2019s AI infrastructure, which would drive growing domestic demand for home-grown eSSDs and high-bandwidth memory through installation in data centres, Bernstein Research said in May.<\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nMon, 08\/17\/2026 – 23:00<\/span><\/p>","protected":false},"excerpt":{"rendered":"

China’s YMTC Is Now World’s 3rd Biggest Flash-Memory Supplier With 14% Market Share Earlier today we reported that China’s highly touted DRAM memory maker CXMT recently surpassed Tencent to become China’s most valuable company. That may be just the start, because hot on the heels of the biggest Chinese IPO this decade, comes that “other”… Continue reading China’s YMTC Is Now World’s 3rd Biggest Flash-Memory Supplier With 14% Market Share<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":653679,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[17,22,13],"tags":[],"class_list":["post-653678","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-border-security","category-immigration","category-immigration-reform","entry"],"_links":{"self":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/653678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=653678"}],"version-history":[{"count":0,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/653678\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/media\/653679"}],"wp:attachment":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=653678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=653678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=653678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}