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StocksMedium•25 June 2026•

1 min read

YMTC NAND Market Share Hits 13%, Ties Sandisk, Pressuring Incumbents

Key Facts

1YMTC's global NAND flash memory market share rose to 13% in Q1 2026, up from 8% a year earlier, tying with Sandisk.

2YMTC revenue reached $2.6 billion in Q1 2026, up nearly 445% year-on-year.

In a development reshaping the global NAND flash memory market, Chinese chipmaker YMTC's market share jumped to 13% in Q1 2026, according to reports citing Counterpoint Research. That is up from 8% a year earlier, tying Sandisk. YMTC revenue reached $2.6 billion in the quarter, up nearly 445% year-on-year, driven by rapid capacity expansion and rising memory prices.

The surge comes amid global memory shortages and price hikes, enabling YMTC to undercut established players. Sandisk (SNDK) closed at $1,914.46 on June 24, 2026, per market data. Industry giants Samsung and SK Hynix face margin pressure as YMTC continues to gain share via aggressive pricing and output growth.

SNDK shares have recently traded between $1,861.01 and $2,021.50 (close June 24, 2026), while Apple (AAPL) closed at $275.15 on June 25, 2026, a major NAND buyer. Investors are watching whether YMTC can sustain its momentum amid potential US-China trade tensions that could disrupt global memory supply chains.