YMTC Moves Into Third Place in Q2 NAND Bit Shipments

YMTC ranked third in global NAND Flash bit shipments in the second quarter, according to data cited from Counterpoint Research. Samsung remained first with 25% share, while SK hynix and Solidigm held second with 22%. YMTC's shipments were reported up 22% year over year and 5% quarter over quarter, pushing it ahead of Micron, Kioxia, and SanDisk on shipment volume. The report links that gain to high domestic and international shipment volumes and to YMTC's Xtacking 4.0 platform, which is already in mass production with 267-layer 3D NAND. The source also says the company is expected to move toward 300-plus-layer NAND next year. Even so, shipment share and revenue share are not the same: YMTC reportedly ranked only fifth by revenue because its mix is centered more on consumer electronics, while rivals remain more exposed to enterprise server and AI demand.