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Bank of America Merrill Lynch Report: CXMT's global DRAM market share is expected to reach 10% by Q2 2026, and YMTC's NAND market share is expected to reach 14%.
Bank of America Merrill Lynch reported that in the storage sector, CXMT's global DRAM revenue share has risen from 3-4% in 2024 to approximately 10% in Q2 2026, while YMTC's NAND share increased from 7-8% to about 14% during the same period. CXMT has achieved mass production of LPDDR6, and YMTC is advancing from 232-layer to over 260-layer technology, significantly narrowing the technological gap with global leaders.
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Source：华尔街见闻 · Source Link
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