YMTC Takes No. 3 in Q2 NAND Shipments With 14% Share, Beating Micron and Kioxia
Updated
Updated · CNBC · Aug 13
YMTC Takes No. 3 in Q2 NAND Shipments With 14% Share, Beating Micron and Kioxia
3 articles · Updated · CNBC · Aug 13
Summary
Counterpoint data put YMTC third worldwide in second-quarter NAND shipments at 14%, behind Samsung and SK hynix but ahead of Micron and Kioxia.
That gain matters because analysts see 15% share as the minimum to self-fund future memory capex, and Counterpoint expects YMTC to widen its lead over Kioxia in 2027 and 2028.
YMTC still trails Micron and Kioxia in NAND revenue, reflecting heavier exposure to consumer devices rather than data centers, which are expected to absorb half of NAND supply by end-2026.
The advance comes as YMTC prepares a mainland China IPO and as memory markets hit record sales—nearly $100 billion for DRAM and $46 billion for NAND in the first quarter.