China enhances its presence in the storage semiconductor field

SelfStaking · 2026-03-12T10:36:25+00:00

Yangtze Memory Technologies has emerged in the NAND storage field, with sales share exceeding 10% globally for the first time. Its technological level is close to Samsung Electronics, with decreasing production costs. The market share is expected to continue growing, impacting the competition among Japanese, American, and Korean manufacturers.

SelfStaking

2026-03-12 10:36:25

Abstract generation in progress

China’s presence in the storage semiconductor sector is growing. In NAND for long-term data storage, Yangtze Memory Technologies (YMTC) has for the first time surpassed a 10% share of global sales. Currently focused on domestic Chinese business, YMTC’s growth is likely to impact operations of Japanese, American, and Korean companies such as Kioxia Holdings.

“Unexpectedly, their technological level has advanced to this extent,” said engineers from competing companies, expressing surprise at YMTC’s new storage semiconductors, which began mass production before February 2025. These chips feature approximately 270 stacked layers, approaching Samsung Electronics of Korea, and use technology comparable to that of Japanese, American, and Korean manufacturers. Additionally, YMTC has quickly adopted cost-reduction methods not yet used by other companies.

According to Hong Kong-based research firm Counterpoint, YMTC’s share of global NAND shipments reached 10% for the first time in January-March 2025. From July to September 2025, it increased by 4 percentage points to 13%, nearly matching the fourth-largest player, Micron Technology of the United States. With products mainly used in Chinese-brand laptops and smartphones, YMTC’s adoption is increasing, and its market share for the full year is expected to exceed 10%.

Continue reading here: Nikkei Chinese Web

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