| Market Share | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|
| Samsung | 31% | 31% | 27% | 29% | 28% |
| SK Hynix | 20% | 18% | 22% | 18% | 19% |
| Micron | 13% | 12% | 12% | 13% | 15% |
| Kioxia | 14% | 16% | 15% | 14% | 14% |
| SanDisk | 11% | 12% | 12% | 13% | 11% |
| YMTC | 11% | 10% | 12% | 14% | 14% |
Market Highlights:
- In the Q2 2026, the NAND market grew 70%, helped by rising prices. This came after 90% growth in the Q1 2026. Prices in the Q2 went up QoQ +55%.
- Samsung maintained the first place with a 28% marketshare. SK hynix came second with 19%. And Micron came third, helped by high selling prices.
- YMTC earned more revenue than we had expected. Its market share in the second quarter was 14%.
The global NAND market share numbers are from:
Memory Tracker and Forecast Insights Report, Q2 2026
Excel File ｜Published Date: Sep 2026
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
