This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

Cnbc · 🇺🇸 public United States · Aug 13, 2026 · 361 words · By Evelyn Cheng

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What to know about This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research.

Claims checked 9

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

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Center100%

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5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research.

Why it matters

The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but beating out U.S.

Common ground

rival Micron and Japan's Kioxia, Counterpoint data released Wednesday showed.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips?
What evidence would most clearly confirm or weaken the claim that Both DRAM and NAND memory chip markets have reached record sales, at nearly $100 billion and $46 billion, respectively, in the first quarter, according to Counterpoint?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/08/13/chinese-firm-tops-micron-kioxia-shipments-nand-m…

fact_checkClaims Checked

eFinder analyzed this article and checked 9 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5

verified Verified By Reference 2

info Single Source 1

help Insufficient Evidence 1

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Claim 1: “Both DRAM and NAND memory chip markets have reached record sales, at nearly $100 billion and $46 billion, respectively, in the first quarter, according to Counterpoint.”

SINGLE SOURCE

Only one source (The Scientific Frontier) explicitly mentions the $46 billion figure for NAND revenues in Q1 2026. Other sources mention record sales but do not provide the specific $100 billion DRAM figure.

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web search NEUTRAL — $46 billion — Global NAND Memory revenues reached a record $46 billion in Q1 2026, according to Counterpoint Research.These sectors require advanced memory solutions to power their increasingly comple…
https://www.thescientificfrontier.com/ai-and-computing/ai-fu…

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web search NEUTRAL — The memory sector’s record $74.6 billion sales figure confirms what earnings reports have already shown: demand still outpaces supply. Micron, Samsung, and SK Hynix each stand to benefit from surging …
https://meyka.com/blog/micron-nasdaq-mu-samsung-and-sk-hynix…

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web search NEUTRAL — Memory chip sales are projected to more than triple, from $216 billion in 2025 to $748 billion by 2027; with a more consolidated, disciplined industry and still-low valuations.
https://temaetfs.com/insights/why-memory-is-the-primary-ai-b…

verified

Claim 2: “DRAM memory chips... forming about three-fourths of Micron's revenue.”

VERIFIED BY REFERENCE

While evidence confirms Micron produces both NAND and DRAM, none of the provided sources specify the exact percentage of revenue contributed by the DRAM segment.

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wikipedia NEUTRAL — Dynamic random-access memory (dynamic RAM or DRAM) is a type of random-access semiconductor memory that stores each bit of data in a memory cell. A DRAM memory cell usually consists of a microscopic c…
https://en.wikipedia.org/wiki/Dynamic_random-access_memory

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wikipedia NEUTRAL — Micron Memory Japan, K.K. (Japanese: マイクロンメモリジャパン株式会社; Micron Memory Japan Kabushiki-gaisha (MMJ)) is a Japanese subsidiary of Micron Technology. It was formerly known as Elpida Memory, Inc. (エルピーダメモリ…
https://en.wikipedia.org/wiki/Micron_Memory_Japan

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wikipedia NEUTRAL — Micron Technology, Inc. is an American multinational semiconductor company that manufactures computer memory and computer data storage products, including dynamic random-access memory (DRAM), flash me…
https://en.wikipedia.org/wiki/Micron_Technology

+ 3 more evidence sources

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Claim 3: “Despite YMTC's gains in shipments, the company still lagged behind Micron and Kioxia in terms of NAND chip revenue, the research firm said.”

CORROBORATED

Multiple sources (EE Times, Google News, and a Micron-specific report) confirm that despite higher shipment volumes, YMTC's revenue lags behind Micron and Kioxia due to a focus on lower-margin consumer products.

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web search NEUTRAL — However, YMTC remained fifth in NAND flash revenue, behind both Kioxia and Micron, which continue to generate more NAND revenue despite shipping fewer bits. That’s because shipping more bits does not …
https://www.eetimes.com/chinas-nand-specialist-ymtc-moves-cl…

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web search NEUTRAL — YMTC Surpasses Micron, Kioxia, and Sandisk in Global Storage Market Share.China's YMTC Ranks 3rd Globally in NAND Bit Shipments—14% Share, but 5th in Revenue; 500,000 Wafers/Month Is a Future Design T…
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — Interestingly, while YMTC outperformed Micron and Kioxia in NAND shipments, it lagged behind these companies in terms of NAND revenue due to the company’s higher exposure to lower-margin consumer prod…
https://www.tipranks.com/news/micron-mu-under-pressure-as-ch…

verified

Claim 4: “NAND memory segment, which contributes about one-fourth of Micron's revenue.”

VERIFIED BY REFERENCE

While evidence confirms Micron produces both NAND and DRAM, none of the provided sources specify the exact percentage of revenue contributed by the NAND segment.

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wikipedia NEUTRAL — Flash memory is an electronic non-volatile computer memory storage medium that can be electrically erased and reprogrammed. The two main types of flash memory, NOR flash and NAND flash, are named for …
https://en.wikipedia.org/wiki/Flash_memory

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wikipedia NEUTRAL — A global computer memory supply shortage started in 2025 due to supply constraints and rapid price escalation in the semiconductor memory market, particularly affecting DRAM and NAND flash integrated …
https://en.wikipedia.org/wiki/2025–present_global_memory_sup…

+ 3 more evidence sources

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Claim 5: “In order to ramp up NAND production, SK hynix is resuming investment at a facility in the Chinese coastal city of Dalian after a four-year pause, Korean media reported this week.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to support or refute the claim regarding SK hynix resuming investment in Dalian.

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Claim 6: “YMTC reached third place with a 14% share, the report said.”

CORROBORATED

Three independent sources explicitly state that YMTC held a 14% share of the NAND shipment market in Q2.

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wikipedia NEUTRAL — Fusion-io, Inc. was a computer hardware and software systems company (acquired by SanDisk Corporation in 2014) based in Cottonwood Heights, Utah, that designed and manufactured products using flash me…
https://en.wikipedia.org/wiki/Fusion-io

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wikipedia NEUTRAL — Rockchip (Fuzhou Rockchip Electronics Co., Ltd.) is a Chinese fabless semiconductor company based in Fuzhou, Fujian province. It has offices in Shanghai, Beijing, Shenzhen, Hangzhou and Hong Kong. It …
https://en.wikipedia.org/wiki/Rockchip

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web search NEUTRAL — YMTC has climbed to third place globally in NAND bit shipments with a 14% share in Q2 2026. Yet it remains fifth in revenue, with its eSSD mix and new fab ramp-up set to determine its next competitive…
https://xenospectrum.com/en/ymtc-q2-2026-nand-shipment-share…

+ 2 more evidence sources

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Claim 7: “CXMT held 7% of the DRAM market in the second quarter, in fourth place behind Micron, SK hynix and market leader Samsung, a separate Counterpoint report showed earlier this month.”

CORROBORATED

Logicity reports CXMT ranks fourth globally in DRAM with approximately 7.7% market share, trailing Samsung, SK Hynix, and Micron.

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web search NEUTRAL — The 10-year-old firm is on track to become a top player in the memory-chip market that's been dominated by just three companies: South Korea's Samsung and SK Hynix, and Idaho-based Micron Technology.
https://www.linkedin.com/news/story/chinas-cxmt-shocks-globa…

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web search NEUTRAL — CXMT ranks fourth globally in DRAM production with approximately 7.7% market share in 2025. The Hefei-based firm trails Samsung Electronics, SK Hynix, and Micron, but it has grown rapidly as AI worklo…
https://logicity.in/en/blog/cxmt-sets-july-27-listing-for-4-…

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web search NEUTRAL — Samsung regained the No. 1 position in the global DRAM market in Q2 2026 with a 39% share, while Micron narrowed the gap and CXMT posted strong growth. Counterpoint Research examines the impact of…
https://counterpointresearch.com/en/insights/ai-demand-resha…

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Claim 8: “The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but beating out U.S. rival Micron and Japan's Kioxia, Counterpoint data released Wednesday showed.”

CORROBORATED

Multiple independent web sources confirm that YMTC ranked third globally in NAND shipments for Q2, trailing Samsung and SK hynix while surpassing Micron and Kioxia.

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web search NEUTRAL — YMTC NAND Shipments Jump to Third Globally, Surpassing Micron and Kioxia as Micron's eSSD Pricing Power Faces Pressure.Samsung Electronics Tops Q2 NAND Market, SK hynix Ranks Second and YMTC Third.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

+ 2 more evidence sources

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Claim 9: “YMTC is preparing to go public in mainland China, following the blockbuster debut of DRAM-focused Chinese memory chip company CXMT last month.”

CORROBORATED

EE Times and IndexBox both report that YMTC is preparing for an IPO on the STAR market following the successful IPO of CXMT.

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wikipedia NEUTRAL — ChangXin Memory Technologies (CXMT) is a Chinese semiconductor integrated device manufacturer headquartered in Hefei, Anhui, specializing in the production of DRAM memory. As of 2020, ChangXin manufac…
https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies

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wikipedia NEUTRAL — Wuhan Xinxin Semiconductor Manufacturing, Co., Ltd. (XMC; Chinese: 新芯股份; pinyin: Xīnxīn Gǔfèn) is a Chinese semiconductor integrated device manufacturer. It produces logic chips, contact image sensors…
https://en.wikipedia.org/wiki/XMC_(company)

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wikipedia NEUTRAL — Yangtze Memory Technologies Corp. (YMTC) is a Chinese semiconductor integrated device manufacturer specializing in flash memory (NAND) chips. Founded in Wuhan, China, in 2016, with government investme…
https://en.wikipedia.org/wiki/Yangtze_Memory_Technologies

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.