{"id":117446,"date":"2026-08-13T00:54:15","date_gmt":"2026-08-13T00:54:15","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/117446\/"},"modified":"2026-08-13T00:54:15","modified_gmt":"2026-08-13T00:54:15","slug":"chinas-ymtc-ranks-no-3-in-nand-shipments-trailing-samsung-and-sk","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/117446\/","title":{"rendered":"China&#8217;s YMTC Ranks No. 3 in NAND Shipments, Trailing Samsung and SK"},"content":{"rendered":"<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Samsung Electronics (005930.KS) held its lead in the global NAND flash market in the second quarter of this year, while China&#8217;s Yangtze Memory Technologies (YMTC) climbed to No. 3 worldwide for the first time.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Samsung accounted for 25% of global NAND shipments in the second quarter to stay at No. 1, according to market research firm Counterpoint Research on the 12th. Its NAND shipment share fell 7 percentage points from 32% two years earlier, as the company concentrated its capacity on higher-margin DRAM production.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">SK hynix (000660.KS) ranked second with a 22% share, including its subsidiary Solidigm. A 40% jump in Solidigm&#8217;s shipments from the previous quarter drove the overall share gain.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">YMTC secured a 14% share by shipment volume, overtaking Japan&#8217;s Kioxia to break into the global top three for the first time.<\/p>\n<p><img alt=\"null - Seoul Economic Daily Finance News from South Korea\" title=\"China's YMTC Ranks No. 3 in NAND Shipments, Trailing Samsung and SK\" fetchpriority=\"high\" width=\"1200\" height=\"675\" decoding=\"async\" data-nimg=\"1\" class=\"w-full h-auto rounded-sm\" style=\"color:transparent;object-fit:contain;object-position:center\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/08\/news-p.v1.20260812.7cf351c7df764060b4e9e1f5cd8a4771_P1.png\"\/><\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">YMTC&#8217;s NAND shipments rose 22% from the same period a year earlier and 5% from the previous quarter. Analysts said the company expanded its market position by capitalizing on tight global NAND supply.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">The rise in shipments did not translate directly into a higher revenue ranking, however. While YMTC ranked third by volume, it stood at No. 5 by revenue, behind U.S.-based Micron and Kioxia, because it holds a relatively low share of high-priced enterprise SSDs (eSSDs) for data centers.<\/p>\n<p><img alt=\"Source: Counterpoint Research&#10;Source: Counterpoint Research. Yonhap News - Seoul Economic Daily Finance News from South Korea\" title=\"China's YMTC Ranks No. 3 in NAND Shipments, Trailing Samsung and SK\" fetchpriority=\"high\" width=\"1200\" height=\"675\" decoding=\"async\" data-nimg=\"1\" class=\"w-full h-auto rounded-sm\" style=\"color:transparent;object-fit:contain;object-position:center\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/08\/news-p.v1.20260812.d2b42415eeeb4804975eeb57f28312e7_P1.png\"\/>Source: Counterpoint Research<br \/>\nSource: Counterpoint Research. Yonhap News<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">In the NAND market in the second quarter, demand for server eSSDs surged as artificial intelligence (AI) demand shifted rapidly from training to inference.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Server eSSDs made up 48% of total NAND shipments, up 22 percentage points from 26% a year earlier. Related industry revenue also climbed to a record high, rising fivefold from the second quarter of last year.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Counterpoint Research projected that server eSSDs would exceed half of total NAND shipments by the end of this year. It said NAND makers&#8217; profitability would likely be set apart less by simple shipment growth than by how many high-value products such as eSSDs they can secure.<\/p>\n","protected":false},"excerpt":{"rendered":"Samsung Electronics (005930.KS) held its lead in the global NAND flash market in the second quarter of this&hellip;\n","protected":false},"author":2,"featured_media":117447,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[11446,24653,9464,698,127,276,223,275,10595],"class_list":["post-117446","post","type-post","status-publish","format-standard","has-post-thumbnail","category-samsung","tag-counterpoint-research","tag-enterprise-ssd","tag-kioxia","tag-nand-flash","tag-samsung","tag-samsung-electronics","tag-samsung-group","tag-sk-hynix","tag-ymtc"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/117446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=117446"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/117446\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/117447"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=117446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=117446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=117446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}