YMTC Ranks 3rd Globally! NAND Flash Market Surges 73% QoQ in Q2 2026

In Q2 2026, driven by AI demand, the global NAND Flash market continued to face a supply shortfall. This allowed manufacturers to maintain strong pricing power, driving a significant increase in average selling prices (ASP) — with price growth notably outpacing shipment volume growth. The combined effect of rising prices and volumes led to continued QoQ revenue growth for all major manufacturers. According to CFM Analysis, the global NAND Flash market expanded further in Q2 2026, growing 73.1% QoQ to reach $76.776 billion.

Samsung held steady at No. 1 with 27.5%; SK Hynix came in second at 18.5%; YMTC ranked third with 15.0%; Kioxia took fourth place at 14.4%; Micron (March–May 2026) jumped to fifth with 13.0%; and SanDisk rounded out the list at sixth with 11.7%.