Samsung and SK hynix plan to modernize their Chinese plants to hold off YMTC
YMTC reached a 38.5% share of the Chinese NAND chip market in the second quarter of 2026, up from roughly 28% in 2025, according to Omdia. In that period Samsung fell to 33.5% and SK hynix to 17% in China. Both South Korean companies plan to modernize their Xi'an and Dalian plants to compete with YMTC, but U.S. restrictions on exports of advanced equipment to China hinder those upgrades.
In 35 seconds
- YMTC reached 38.5% of the Chinese NAND market in the second quarter of 2026, per Omdia, up from 28% in 2025
- Samsung fell to 33.5% and SK hynix to 17% in China that quarter
- Samsung aims to make 286-layer V9 chips in Xi'an and SK hynix 240-layer chips in Dalian
IASummary generated by artificial intelligence from a story by Xataka. It may contain errors: the original source prevails.




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