YMTC Surpasses Micron, Kioxia, and Sandisk in Global NAND Flash Market Share

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Chinese NAND manufacturer YMTC reaches third place in global market share, surpassing established competitors with 267-layer Xtacking 4.0 technology.

Quick Report

Chinese memory manufacturer YMTC claimed third place in global NAND Flash shipment market share during Q2, surpassing Micron, Kioxia, and Sandisk. According to Counterpoint Research, Samsung leads with 25%, SK hynix and Solidigm command 22%, and YMTC's year-over-year growth of 22% has propelled it ahead of competitors.

YMTC's rise is driven by high-volume shipments powered by its Xtacking 4.0 architecture with 267-layer 3D NAND, with 300+ layers anticipated for next year. However, YMTC ranks only fifth in revenue share, focusing on consumer electronics while competitors prioritize enterprise and AI sectors. Major PC OEMs show mixed adoption: Dell bans YMTC entirely, HP restricts it to Chinese markets, while ASUS and Acer use YMTC in select models, predominantly for Chinese and emerging markets.

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Source(s)

  • TPU