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Samsung and SK Hynix have maintained their leading positions in the global NAND flash market during the second quarter while simultaneously narrowing the technological gap in high-bandwidth memory production. The developments underscore the ongoing rivalry between the South Korean semiconductor giants across critical chip segments.
SanDisk executives believe that artificial intelligence is fundamentally transforming the NAND market, a development they view as positive for SNDK stock.
Counterpoint research indicates that Samsung maintained the top position in NAND market share during the second quarter, with SK Hynix securing the second-highest share.
Morgan Stanley reports that Sandisk believes artificial intelligence is 'fundamentally changing' the NAND market, indicating a significant shift in the industry due to AI's influence.
Yangtze Memory Technologies Corporation (YMTC), China's largest NAND flash memory maker, has seen its global market share surge to 13%, now tying with Sandisk in sales.
Market intelligence firm Omdia has significantly increased its semiconductor revenue forecast for 2026, citing unprecedented growth in DRAM and NAND markets driven by sustained demand and ongoing supply shortages, with supply relief unlikely before 2027.