YMTC Reaches Top Three as AI Servers Consume Nearly Half of NAND Bits

AI infrastructure demand is now visibly changing NAND market share and bit allocation. Tom's Hardware, citing Counterpoint Research, reports that YMTC reached 14% of global NAND flash shipments in the second quarter of 2026, enough to enter the top three by bit share. Samsung remained first and SK hynix second, while Micron stayed in the top five. The larger signal is where the bits are going. The report says enterprise SSDs represented 48% of all NAND bits shipped in the quarter, up sharply from the prior year. That mix shift helps explain why NAND revenue expanded so quickly and why storage supply remains tied to AI server buildouts. YMTC's rise also adds a competitive China-supply angle, but near-term pricing pressure still looks demand-led because enterprise SSDs are absorbing such a large share of output.