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YMTC's Global NAND Market Rise

China's YMTC climbs to third place globally in NAND flash shipments per Counterpoint Research, though its consumer-focused product mix keeps revenue ranking lower amid an industry shift toward enterprise SSDs.

1. 8/12/2026YMTC Vaults to Third Place in Global NAND Market, But Revenue Lags Behind Shipment Share

   Counterpoint Research's Q2 2026 tracker shows China's YMTC has broken into the world's top three NAND flash makers by shipments, though its consumer-heavy product mix leaves it ranked fifth in revenue as the industry pivots hard toward enterprise SSDs.