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, Yangtze Memory Technologies (YMTC) has for the first time surpassed a 10% share of global sales. Currently focused on domestic Chinese markets, YMTC’s growth is likely to impact operations of Japanese, American, and Korean companies like Kioxia Holdings.

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

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 grew by 4 percentage points year-over-year to 13%, nearly matching the fourth-largest global player, Micron Technology of the U.S. YMTC’s products, mainly used in Chinese laptops and smartphones, are increasingly adopted, and its market share for the full year is expected to exceed 10%.

Continue reading here: Nikkei Chinese Web

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