MARKET INTELLIGENCE

Topic: NAND

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

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

Price Trend Source & collection date on file

Q4 NAND Prices Seen Up 30%, DRAM 20% as Memory Squeeze Widens

As of October 20–22, 2026, research houses forecast fourth-quarter NAND prices up 30% and DRAM contract prices up about 20% quarter on quarter, citing AI inference demand and limited mature-node supply, Taiwan’s Commercial Times reported. The memory squeeze is rippling outward: Amazon is stockpiling Nvidia GB300 racks it cannot yet power, and Micron and AMD are designing new memory for robots and AI servers.

NAND

Source: Commercial Times, October 20, 2026 — research-house forecast of Q4 NAND +30%, DRAM contract +20% — https://www.ctee.com.tw/news/20261020700183-439901; Business Insider, October 20, 2026 — Amazon's Early Rack Receipt program and GB300 racks awaiting power — https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10; The Elec, October 18, 2026 — Micron developing EIM for physical AI and humanoids — https://www.thelec.net/news/articleView.html?idxno=14669; TrendForce, October 19, 2026 — Micron EIM overview and 2H28 production outlook — https://www.trendforce.com/news/2026/10/19/news-micron-develops-edge-inference-memory-2h28-production-seen-as-hbm-potential-grows-in-humanoids/; TechPowerUp, October 13, 2026 — AMD EPYC Verano with LPDDR5X SOCAMM2 at OCP 2026 — https://www.techpowerup.com/353662/amd-showcases-its-next-gen-epyc-verano-cpu-up-to-192-cores-and-lpddr5x-memory; ITHome, October 13, 2026 — Verano 2027 launch, Zen 6, LPDDR5X — https://www.ithome.com/1/012/535.htm

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)

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