Chinese Chipmaker Overtakes Micron and Kioxia in NAND Shipments
A Chinese firm has surpassed Micron and Kioxia in NAND memory chip shipments, per Counterpoint Research, as AI demand lifts the sector.
A Chinese semiconductor company has climbed to the top of global NAND memory chip shipment rankings, surpassing American giant Micron and Japan's Kioxia, according to new data from Counterpoint Research. The development marks a significant shift in the competitive landscape of one of the most strategically important segments of the global chip industry.
Counterpoint Research's analysis focused specifically on the NAND segment of the memory chip market, which stores data even when devices are powered off and is widely used in smartphones, data centers, and enterprise storage systems. The firm noted that NAND, alongside the larger DRAM segment, is experiencing a meaningful demand boost driven by the rapid buildout of artificial intelligence infrastructure worldwide.
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The rise of a Chinese chipmaker to the top of the NAND shipment rankings carries geopolitical weight at a moment when the United States and its allies have imposed sweeping export controls aimed at limiting China's access to advanced semiconductor technology. Outpacing established players like Micron — a company that has faced its own restrictions in the Chinese domestic market — signals that domestic Chinese chip producers are gaining ground despite those pressures.
The broader memory chip market has emerged as a key battleground in the global AI race, with demand for high-capacity, high-speed storage accelerating as technology companies scale up model training and inference workloads. Both NAND and DRAM producers stand to benefit as data center operators expand capacity to meet that demand.
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