According to Counterpoint Research memory market tracking and forecast, in Q2 2026 Yangtze Memory Technologies (YMTC) is projected to rank third globally by NAND flash shipments, behind Samsung and SK Hynix and ahead of Kioxia and Micron. Excluding SK Hynix’s Solidigm shipments, YMTC would rank second. Over the four quarters from Q1 2025 to Q1 2026 YMTC’s global NAND revenue share rose from 9% to 14% (an increase of over 50%), and its YoY revenue growth peaked at 478%.