Liquid cooled servers in an set up on the World Change Docklands information centre campus in London, UK, on Monday, June 16, 2025.
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BEIJING — Yangtze Reminiscence Applied sciences is quickly gaining market share in a vital chip sector, in keeping with Counterpoint Analysis.
The corporate, also referred to as YMTC, landed in third place by shipments globally within the second quarter, behind South Korea’s Samsung and SK hynix however beating out U.S. rival Micron and Japan’s Kioxia, Counterpoint information launched Wednesday confirmed.
That is when trying on the NAND reminiscence phase, which contributes about one-fourth of Micron’s income. NAND chips retain information even when gadgets are powered off however are slower than DRAM reminiscence chips, which function extra shortly — at a far increased value, forming about three-fourths of Micron’s income.
YMTC reached third place with a 14% share, the report mentioned. It narrowly beat Kioxia a 12 months in the past, however fell again behind in following months, Counterpoint Analysis Director MS Hwang mentioned.
“YMTC is projected to tug additional forward in 2027 and 2028. From that perspective, YMTC reaching third place this quarter carries important weight within the aggressive panorama,” Hwang mentioned.
He mentioned a 15% market share is the minimal wanted for a reminiscence producer to fund its personal capital expenditures for future progress.
YMTC is making ready to go public in mainland China, following the blockbuster debut of DRAM-focused Chinese language reminiscence chip firm CXMT final month.
CXMT held 7% of the DRAM market within the second quarter, in fourth place behind Micron, SK hynix and market chief Samsung, a separate Counterpoint report confirmed earlier this month.
Each DRAM and NAND reminiscence chip markets have reached report gross sales, at practically $100 billion and $46 billion, respectively, within the first quarter, in keeping with Counterpoint.
Regardless of YMTC’s beneficial properties in shipments, the corporate nonetheless lagged behind Micron and Kioxia by way of NAND chip income, the analysis agency mentioned. It famous YMTC nonetheless sells extra to shopper functions reasonably than information facilities — a enterprise anticipated to take half of all accessible NANDs by the top of 2026.
To be able to ramp up NAND manufacturing, SK hynix is resuming funding at a facility within the Chinese language coastal metropolis of Dalian after a four-year pause, Korean media reported this week. SK hynix didn’t instantly reply to a CNBC request for remark.
