北京 — 据 Counterpoint Research 称，长江存储科技公司正在关键芯片领域, 中迅速获得市场份额。
BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research.
Counterpoint 周三发布的数据显示，,（也称为 YMTC,）第二季度全球出货量排名第三,，落后于韩国的 三星和 SK 海力士，但击败了美国竞争对手美光和日本的 Kioxia,。
The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea的 Samsung and SK hynix but beating out U.S. rival Micron and Japan的 Kioxia, Counterpoint data released Wednesday showed.
从 NAND 内存领域, 来看，这个的 占美光的 收入的约四分之一。 NAND chips retain data even when devices are powered off but are slower than DRAM memory chips, which operate more quickly — at a far higher cost, forming about three-fourths of Micron的 revenue.
That的 when looking at the NAND memory segment, which contributes about one-fourth of Micron的 revenue. NAND chips retain data even when devices are powered off but are slower than DRAM memory chips, which operate more quickly — at a far higher cost, forming about three-fourths of Micron的 revenue.
YMTC reached third place with a 14% share, the report said. It narrowly beat Kioxia a year ago, but fell back behind in following months, Counterpoint Research Director MS Hwang said.
"YMTC is projected to pull further ahead in 2027 and 2028. From that perspective, YMTC achieving third place this quarter carries significant weight in the competitive landscape," Hwang said.
He said a 15% market share is the minimum needed for a memory manufacturer to fund its own capital expenditures for future growth.
本月早些时候的 Counterpoint 报告显示，长鑫存储第二季度占据 DRAM 市场 7%, 的份额，位居第四，仅次于美光, SK 海力士和市场领导者三星,。
CXMT held 7% of the DRAM market in the second quarter, in fourth place behind Micron, SK hynix and market leader Samsung, a separate Counterpoint report showed earlier this month.
根据 Counterpoint 的数据，第一季度 DRAM 和 NAND 存储芯片市场的销售额分别达到近 $1000 亿和 $460 亿,，创下历史新高,。
Both DRAM and NAND memory chip markets have reached record sales, at nearly $100 billion and $46 billion, respectively, in the first quarter, according to Counterpoint.
该研究公司表示，尽管 YMTC的出货量有所增长,，但该公司在 NAND 芯片收入, 方面仍落后于美光科技和 Kioxia。它指出，长江存储仍然向消费者应用程序销售更多产品，而不是数据中心—，预计到 2026 年底，该业务将占据所有可用 NAND 的一半。
Despite YMTC的 gains in shipments, the company still lagged behind Micron and Kioxia in terms of NAND chip revenue, the research firm said. It noted YMTC still sells more to consumer applications rather than data centers — a business expected to take half of all available NANDs by the end of 2026.
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