This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips
Reported by CNBC · cnbc.com · August 13, 2026
Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $MU -5.83%
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