Chinese memory breaks into top three for the first time, but with a catch
Source: Notebookcheck.net· Bùi Giang· August 13, 2026
SynaBot summary
Chinese chipmaker YMTC has entered the top three global NAND flash memory suppliers, achieving a 14% market share in the second quarter of 2026. This marks a significant shift in the memory market, though YMTC's revenue share trails its shipment volume.
Key takeaways
- YMTC now ranks among the top three NAND flash memory providers.
- Shipment share reached 14% in Q2 2026.
- Revenue share does not match shipment volume.
- Kioxia was surpassed by YMTC in market position.
Why it matters
This development could impact the cost and availability of storage components used in AI hardware. Businesses relying on AI tools should monitor potential supply chain shifts and pricing fluctuations as YMTC's market presence grows.
This story was reported by Notebookcheck.net. Read the full original article:
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