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 Yangtze Memory Technologies (YMTC) has for the first time surpassed a 10% global market share. Currently focused on domestic Chinese business, YMTC’s growth is inevitably impacting operations of Japanese, American, and Korean manufacturers such as Kioxia Holdings.

“Didn’t expect the technology level to improve this much,” said a competitor’s engineer, surprised by YMTC’s new storage semiconductors, which began mass production before February 2025. These chips feature about 270 layers of stacking, approaching Samsung Electronics in Korea, and use 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 grew by 4 percentage points year-over-year to 13%, approaching the market share of U.S. Micron Technology, the fourth-largest in the world. With increased adoption mainly in Chinese-brand laptops and smartphones, YMTC’s products are gaining traction, and its market share for the full year is expected to exceed 10%.

Continue reading here: Nikkei Chinese Web

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