China enhances its presence in the storage semiconductor field

China’s presence in the storage semiconductor sector is growing. In NAND for long-term data storage, major company YMTC’s market share has surpassed 10% globally for the first time. Currently focused on domestic Chinese business, YMTC’s growth is inevitably affecting operations of Japanese, American, and Korean manufacturers like Kioxia Holdings.

“Didn’t expect the technology level to improve this much,” said a competitor’s engineer, surprised by YMTC’s new storage semiconductor, which began mass production before February 2025. The chip features about 270 stacking layers, approaching Samsung Electronics of Korea, using technology comparable to that of Japanese, American, and Korean firms. Additionally, YMTC quickly adopted cost-reduction methods that other companies have not yet implemented.

According to Hong Kong-based research firm Counterpoint, YMTC’s share of global NAND shipments reached 10% for the first time in January-March 2025. From July to September 2025, it increased by 4 percentage points to 13%, nearly matching the US-based Micron Technology, the fourth-largest in the world. With products mainly for Chinese laptops and smartphones, YMTC’s adoption is increasing, and its market share for the full year is expected to exceed 10%.

Continue reading here: Nikkei Chinese Web

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