YMTC gains share in China NAND market as Samsung, SK Hynix lose ground
SMH•YMTC’s share of China’s NAND market reached 38.5% in the second quarter, up from 28% for all of 2025, according to Omdia. Samsung and SK Hynix are upgrading their Chinese factories, but US equipment restrictions threaten those plans.
1. NAND market shifts
YMTC’s share of China’s NAND market reached 38.5% in the second quarter, compared with 28% for all of 2025, according to Omdia. Samsung is targeting monthly output of 40,000 wafers of 286-layer NAND at its Xian plant by December 2027, while SK Hynix plans to move its Dalian facilities from 192-layer NAND to chips with at least 240 layers. US licensing policy allows existing operations but excludes technology upgrades or capacity expansion, threatening the modernization efforts.
