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MARKET INTELLIGENCE

Type: Supply & Demand

In-depth insights, data-driven analysis and clear signals for the memory market.

Every record states its source and its collection date. A chart appears only where the underlying sample supports one.

Overview Supply & Demand 5 Price Trend 3 Market Report 2 Technology Roadmap 2 Forecast 0
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Collected
Oct 19, 2026
Supply & Demand Source & collection date on file

YMTC NAND Shipments Seen Up 800% as China Memory Rises; Nvidia Denies RTX 5090 Exit

As of October 16, 2026, Counterpoint Research ranks YMTC third in global NAND shipments with 14% in Q2 2026 and forecasts its enterprise-SSD NAND shipments up about 800% by 2028. CXMT forecast nine-month net profit of RMB 131–132.5 billion, and Micron said its new Taichung plant’s 2027 capacity is sold out.

NAND

Source: Counterpoint Research insight, October 13, 2026 — YMTC climbs to No. 3 in global NAND, enterprise-SSD outlook — https://counterpointresearch.com/cn/insights/ymtc-files-for-landmark-ipo-after-climbing-to-no-3-in-global-nand-race-with-dram-next; Caixin, August 12, 2026 — YMTC takes No. 3 NAND shipment share; industry revenue up fivefold — https://www.caixin.com/2026-08-12/102473512.html; ifeng, October 16, 2026 — CXMT nine-month forecast and chairman's buyback proposal — https://news.ifeng.com/c/8xHLTMmakCO; 36Kr, October 19, 2026 — CXMT Q3 sequential growth slowdown analysis — https://www.36kr.com/p/4032660412569224; Seoul Economic Daily, October 16, 2026 — Micron opens second Taichung HBM packaging plant, 2027 sold out — https://en.sedaily.com/international/2026/10/17/micron-opens-second-ai-memory-packaging-plant-in-taichung; DIGITIMES Asia, October 14, 2026 — Unimicron Yangmei plant accident and partial stop-work order — https://www.digitimes.com/news/a20261014PD236/ic-substrate-plant-investigation-production-inspection.html; Webull News, October 16, 2026 — Huang on BG2: orders arrive almost weekly and daily — https://www.webull.com/news/15753698404885504
Collected
Oct 22, 2026
Supply & Demand Source & collection date on file

DDR5 Prices Head Higher Again as LPDDR Shortage Pushes Phone Makers to Recycled DRAM

As of October 21–22, 2026, DDR5 prices were set to rise another 10–15% within the week amid an LPDDR shortage that has pushed some smartphone makers to reuse DRAM from old devices, according to Chinese and Korean industry media. Samsung Electro-Mechanics’ MLCC lead times reached 52 weeks, and SK hynix completed a record KRW 40 trillion buyback on October 21, Korean media reported.

DRAM

Source: Hankyung, October 21, 2026 — SK hynix wraps up KRW 40 trillion buyback a month early (based on KRX disclosure) — https://www.hankyung.com/article/2026102165657; Yonhap News TV, October 21, 2026 — SK hynix's large-scale share buyback ends — https://www.yonhapnewstv.co.kr/news/MYH202610212201069DK; CLS.cn / Star Market Daily, October 20, 2026 — Montage Technology Q3 net profit forecast up over 150% — https://www.cls.cn/detail/2510177; Eastmoney, October 20, 2026 — Montage Technology Q3 2026 forecast (disclosure-based coverage) — https://finance.eastmoney.com/a/202610203901521754.html; BigGo Finance (carrying the Korean media report), October 21, 2026 — Samsung Electro-Mechanics MLCC lead times stretch to 52 weeks — https://finance.biggo.com/news/bb7b3d46-26a6-42d1-8bc3-7ac7785d8c28; NextPCB 2026 supply-chain risk tracker (citing TrendForce) — Q4 2026 conventional DRAM contract price outlook of +10–15% QoQ — https://www.nextpcb.com/electronic-component-shortage-tracker-2026
Collected
Oct 15, 2026
Supply & Demand Source & collection date on file

YMTC Rises to Third in Q2 2026 NAND Bit Shipments

A Counterpoint Research memory-tracker update released 13 October (Tencent News dates it 14 October), covered by Chinese trade media on 15 October, places Yangtze Memory Technologies (YMTC) third in second-quarter 2026 NAND bit shipments, behind Samsung Electronics and SK hynix. The ranking raises the prospect of a larger NAND source outside the established Korea–Japan–U.S. group, but not a qualified enterprise-SSD supplier today.

NAND

Source: [1] Counterpoint Research — "Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three" (translated title) — Published 2026-08-12 08:16 (Beijing); [2] Sina Finance — "Counterpoint: YMTC Ranks Third in Global NAND Shipments; 2026 Revenue Growth Forecast at Six Times Peers" (translated title) — Published 2026-10-15 18:35 (GMT+8); [3] Financial Journal (Jinrongjie) via Tencent News — "Surpassing Micron and Kioxia: YMTC's Q2 Flash-Shipment Share Ranks Third Globally" (translated title) — Published 2026-10-15 10:58 (GMT+8); [4] Zhitong Finance via Sohu — "Counterpoint: YMTC Rises to Third in Global NAND Shipments" (translated title) — Published 2026-10-15 13:43 (GMT+8); [5] EET China — "YMTC Overtakes Kioxia and Micron: NAND Shipment Rank Third Globally, Sales Rank Fifth" (translated title) — Published 2026-10-15 09:05 (GMT+8)
Collected
Oct 15, 2026
Supply & Demand Source & collection date on file

Solidigm Adds Taiwan ODM Site to Strengthen Data Center SSD Supply

Solidigm’s September 25, 2026 PCN adds a Taiwan-based ODM site for all data center SSD products. Customers may receive products from the new site after December 24, 2026. Product specifications remain unchanged; only the first two serial-number digits change to identify the manufacturing site.

SSD

Source: Solidigm Product Change Notification, September 25, 2026; Solidigm Document Management System — PCN listing and publication date; IT Home, October 6, 2026 — original Chinese report; Seoul Economic Daily, October 5, 2026 — secondary report on the Taiwan ODM site; Solidigm FAQ — relationship with SK hynix

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