In what is a testament to the nearly unbounded ambitions of China's manufacturing sector, YMTC has just become the world's third-largest manufacturer of NAND, entering this august territory from a virtual obscurity in record time. YMTC has edged past Kioxia to take a 14 percent share of the global NAND market Counterpoint Research has now published its Memory and Storage Tracker report for Q2 2026, noting the following: Do note that YMTC currently has a combined production capacity of approximately 200,000 wafers per month across its first two fabrication facilities in Wuhan. What's more, the company is already working on […]

Read full article at https://wccftech.com/chinas-ymtc-becomes-the-worlds-third-largest-nand-manufacturer-clocking-in-explosive-growth-while-eyeing-samsung-level-capacity/

PC makers spent massively to secure memory supply in Q1 2026, leading PC shipments to grow by 3.2% versus the previous year. ASUS & Apple Jumped Double Digits In PC Shipments, But Memory Supply Paints A Bleak Future For PCs Counterpoint has published its latest report covering the Global PC shipments in Q1 2026. The main highlights are listed below: According to the data, the majority of PC makers witnessed an increase in global shipments, with ASUS and Apple leading with double-digit figures of +20% and +11%, respectively. Lenovo and Dell also saw an increase of +9% and +8%, respectively. […]

Read full article at https://wccftech.com/memory-ssd-prices-jumped-massively-in-q1-2026-forcing-pc-makers-into-a-desperate-stockpiling-race/