South Korea keeps its top two NAND flash suppliers as Yangtze Memory Technologies overtakes Kioxia in second-quarter shipments
Question
South Korea keeps its top two NAND flash suppliers as Yangtze Memory Technologies overtakes Kioxia in second-quarter shipments
Direct answer
Supports memory-chip pricing expectations for Samsung Electronics 005930.KS and SK Hynix 000660.KS, while pressuring Kioxia 285A.T and broader semis sentiment.
- Original publisher
- Market Ontology
- Evidence through
- 2026-08-13
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “South Korea keeps its top two NAND flash suppliers as Yangtze Memory Technologies overtakes Kioxia in second-quarter shipments”, revision 1, evidence through 2026-08-13. https://marketontology.com/market-events/2026-08-13/south-korea-keeps-its-top-two-nand-flash-suppliers-as-yangtze-memory-technologie-6d44a5
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| 005930.KS | retaining the leading NAND shipment position supports expectations for Samsung's memory pricing and earnings | Up1-4w | Samsung Electronics retained first place in global NAND flash shipments in Q2 2026 |
| 000660.KS | retaining a top NAND shipment position supports SK Hynix memory pricing and revenue expectations | Up1-4w | SK Hynix retained second place in global NAND flash shipments in Q2 2026 |
| 285A.T | losing shipment share signals competitive pressure that can weigh on Kioxia's pricing and margins | Down1-4w | YMTC passed Kioxia for third place in second-quarter NAND shipments |
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Sources
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