China's YMTC has risen to No. 3 globally by unit sales. As the NAND market booms amid rising AI demand, the expansion of its technological capabilities and production capacity is cited as the driving force.
Against a backdrop of rising AI demand, China's YMTC has made a major leap to No. 3 globally by unit sales as the NAND flash memory market continues to boom. It has reportedly entered the top three, surpassing Kioxia.
YMTC's standing is supported by its accumulation of proprietary technologies and the rapid expansion of its production capabilities. Reports indicate that capital investment has increased and production lines have been added, helping the company differentiate itself from competitors.
There have been reports that Apple is also considering adopting YMTC's products, drawing attention as part of companies' efforts to review their supply chains.
Regarding the broader market backdrop, some believe that expanding AI-related demand could become a long-term growth driver, while others point out that growing NAND demand is encouraging stronger product supply.