---
title: "China's YMTC cracks top-3 NAND makers as AI demand reshapes market"
url: https://www.parallelquant.com/posts/china-s-ymtc-cracks-top-3-nand-makers-as-ai-demand-reshapes-market-2d84a9
source_name: "Tom's Hardware"
source_url: https://www.tomshardware.com/tech-industry/ymtc-breaks-into-the-top-three-nand-makers-for-the-first-time
published: 2026-08-12T12:35:44.000Z
topics: ["chips", "infrastructure"]
publisher: "Parallel Quant"
---

# China's YMTC cracks top-3 NAND makers as AI demand reshapes market

*2026-08-12 · Source: [Tom's Hardware](https://www.tomshardware.com/tech-industry/ymtc-breaks-into-the-top-three-nand-makers-for-the-first-time)*

YMTC has become the world's third-largest NAND flash maker with 14% market share, behind Samsung (25%) and SK hynix (22%), and ahead of Micron. The report attributes the shift partly to AI servers, which now account for 48% of all flash storage demand.

**Why it matters:** It's a concrete data point on how AI infrastructure spending is reshaping the memory-chip market and giving Chinese suppliers an opening, relevant to the same export-control debates playing out over GPUs and optical components. Rising AI-driven flash demand could also tighten supply and push storage costs up across the industry.

**Topics:** chips, infrastructure

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Read the original: https://www.tomshardware.com/tech-industry/ymtc-breaks-into-the-top-three-nand-makers-for-the-first-time
Canonical: https://www.parallelquant.com/posts/china-s-ymtc-cracks-top-3-nand-makers-as-ai-demand-reshapes-market-2d84a9
Published by Parallel Quant — https://www.parallelquant.com