Counterpoint data for Q2 2026 shows Samsung leading NAND flash shipments with 25%, SK hynix at 22%, and Yangtze Memory at 14% — its first top-three finish. By revenue, Yangtze Memory ranks fifth behind Micron and Kioxia, due to a consumer-focused product mix.
Counterpoint data shows that in the second quarter of 2026, Samsung accounted for a 25% share of NAND flash shipments, SK hynix 22%, and Yangtze Memory 14% — the first time Yangtze Memory has entered the top three in shipment ranking.
By revenue, however, Yangtze Memory ranks fifth in the industry, trailing Micron and Kioxia. The reason is its product mix, which remains concentrated in consumer applications, with a relatively low proportion of high-priced enterprise SSDs for data centers.
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