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At close · Wed, Aug 12, 2026
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Chinese firm leads NAND shipments as AI boosts memory demand

Counterpoint Research cited AI demand lifting both NAND and DRAM segments, helping drive shipment momentum for the top supplier.

A Chinese supplier has taken the lead over Micron and Kioxia in shipments of crucial NAND memory chips, according to an analysis by Counterpoint Research cited by CNBC.

The research focused on the NAND memory segment, which is benefiting alongside the broader DRAM market from rising artificial intelligence demand.

CNBC World, CNBC Markets, and CNBC Finance all drew on the same Counterpoint Research assessment of how AI-linked demand is supporting memory chip shipments.

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