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DigiTimes
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record revenue of $46 billion in the first quarter of 2026, driven by demand from AI infrastructure and higher enterprise SSD shipments, according to Counterpoint Research. YMTC has surged to a 13% shipment share, signaling China’s growing influence in the NAND market as it eyes a fully China-made NAND line by 2025 and a 15% global share by 2026. Meanwhile, SK Hynix plans to double capacity over the next five years, highlighting a broad expansion of memory production to meet rising demand. The report notes continuing price increases in NAND, underpinned by AI workloads and data-center expansion, alongside commentary on supply-chain shifts amid US-China trade tensions. BYD’s chip efforts and China’s broader industrial policy add to the domestic production narrative, while Nvidia’s AI leadership continues to sustain memory demand.
MonitorConfidence: MediumShort term horizon
Published 3 Jun 2026, 06:20 UTC1 min read
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Summary
TL;DR
- Global NAND revenue records $46B in Q1 2026
- YMTC reaches 13% NAND shipment share
- YMTC to pilot fully China-made NAND line in 2025
- SK Hynix to double capacity over five years
- NAND prices rise with AI-driven demand
- China-focused manufacturing shift highlighted by industry commentary
- BYD expanding chip activities and regional supply considerations
Interesting facts
- YMTC’s 13% shipment share marks a meaningful gain for a Chinese memory player
- Exclusive: YMTC aims for 15% global NAND share by 2026