Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint - Seeking Alpha

According to Counterpoint Research's latest report, Samsung maintained its leading position in the global NAND flash market during Q2 2026, capturing 25% of total shipments. SK Hynix, newly listed on ... Read original →

Samsung maintains a 25% global NAND flash market share, reinforcing its technological and production lead. SK Hynix, at 15%, demonstrates rapid advancement in advanced process nodes, signaling a tightening competitive gap. This shift impacts the upstream semiconductor supply chain, particularly affecting equipment vendors like ASML and materials suppliers such as Siltronic. Geopolitical tensions, especially in the U.S.-China tech rivalry, are increasing supply chain risks, pushing companies to diversify or localize production. In response, SK Hynix may pursue strategic M&A, while Samsung could leverage licensing or capacity-sharing to sustain dominance. Over the next 12–24 months, rising demand from AI and data centers will likely elevate NAND pricing and prompt further capacity expansion, intensifying industry consolidation.