China enhances its presence in the storage semiconductor field

SelfStaking · 2026-03-11T07:14:59+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

2026-03-11 07:14:59

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 like Kioxia Holdings.

“Didn’t expect the technology to improve to this level,” said competitors’ technical staff, surprised by YMTC’s new storage semiconductors, which began mass production before February 2025. The chips feature about 270 layers of stacking, approaching Samsung Electronics in Korea, and use technology comparable to that of Japanese, American, and Korean manufacturers. Additionally, YMTC 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 grew by 4 percentage points year-over-year to 13%, approaching the market share of US-based Micron Technology, the fourth-largest in the world. With increased adoption in Chinese laptops and smartphones, YMTC’s products are gaining popularity, and its market share for the full year is expected to exceed 10%.

Continue reading here: Nikkei Chinese Web

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