YMTC Surpasses Kioxia in NAND Shipments Amid AI-Driven Shortages
pstAsiatech · x · 2026-08-13
Data from Counterpoint Research reveals that Chinese chipmaker YMTC has edged out Japan's Kioxia in global NAND flash memory shipments for the first time in the June quarter. This milestone indicates that Chinese semiconductor companies are capitalizing on AI-driven supply chain shortages, rapidly closing the gap with industry leaders like Samsung and SK Hynix.
Related event: YMTC Surpasses Kioxia in Q2 NAND Flash Shipments(2 posts)→
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