Samsung Electronics led the global NAND flash market in the second quarter of 2026. Counterpoint Research data shows the company captured a 25% share by shipment volume. This figure represents a decline from the 32% share recorded two years prior. Samsung prioritized the production of higher-margin DRAM over NAND volume.
AI-related enterprise servers drove 48% of total NAND shipments. SK Hynix maintained the second market position with a 22% share.
China’s Yangtze Memory Technologies (YMTC) entered the top three for the first time. YMTC secured a 14% shipment share. The company’s shipments grew 22% year-over-year by capitalizing on supply shortages. YMTC ranked fifth by revenue due to its focus on consumer products. The firm currently prioritizes consumer goods over high-value enterprise SSDs.